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Costco

3,384 hedge funds and large institutions have $221B invested in Costco in 2024 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 1,416 increasing their positions, 1,337 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,384
Holders Change
+71
Holders Change %
+2.14%
% of All Funds
49.05%
Holding in Top 10
269
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.94%
% of All Funds
3.9%
New
219
Increased
1,416
Reduced
1,337
Closed
101
Calls
$7.14B
Puts
$8.89B
Net Calls
-$1.75B
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Shares
Change %
VCG
2376
Vantage Consulting Group
Virginia
$722K -$119K -162 -14%
JWM
2377
Janiczek Wealth Management
Colorado
$720K +$85.8K +117 +14%
OFS
2378
Orrstown Financial Services
Pennsylvania
$720K +$733 +1 +0.1%
PSA
2379
Plum Street Advisors
Louisiana
$720K +$720K +812 New
MIC
2380
Maxi Investments CY
Cyprus
$719K +$719K +982 New
MI
2381
Motiv8 Investments
Florida
$719K +$107K +146 +17%
PFA
2382
Pettinga Financial Advisors
Indiana
$718K +$732 +1 +0.1%
RTC
2383
Riverview Trust Company
Washington
$717K
MCM
2384
McRae Capital Management
New Jersey
$717K
FG
2385
Foster Group
Iowa
$715K -$2.93K -4 -0.4%
PMG
2386
Private Management Group
California
$714K
PCFFS
2387
Pacific Center for Financial Services
California
$711K +$107K +146 +18%
PAMG
2388
Patton Albertson Miller Group
Tennessee
$711K -$8.06K -11 -1%
RLIM
2389
Red Lighthouse Investment Management
New York
$708K +$1.47K +2 +0.2%
CG
2390
CFO4Life Group
Texas
$706K +$17.6K +24 +3%
Fidelity International
2391
Fidelity International
Bermuda
$706K -$10.5M -14,281 -94%
AFP
2392
Alpha Financial Partners
Kentucky
$706K -$77.7K -106 -10%
AIM
2393
Acropolis Investment Management
Missouri
$705K +$37.4K +51 +6%
MAA
2394
Mraz Amerine & Associates
California
$704K -$18.3K -25 -3%
LWM
2395
LJI Wealth Management
Indiana
$703K +$84.3K +115 +14%
SA
2396
Sage Advisors
Colorado
$703K +$703K +959 New
RFM
2397
Royal Fund Management
Florida
$702K -$43.2K -59 -6%
GGA
2398
Granite Group Advisors
Connecticut
$702K
PP
2399
Pacifica Partners
Canada
$701K -$8.76K -12 -1%
LOPW
2400
Live Oak Private Wealth
North Carolina
$700K -$4.4K -6 -0.6%