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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 %
WFMPM
2401
Woodley Farra Manion Portfolio Management
Indiana
$700K -$19.8K -27 -3%
KIG
2402
Kowal Investment Group
Wisconsin
$699K +$35.2K +48 +5%
CM
2403
Capula Management
Cayman Islands
$699K +$661K +902 +1,735%
LA
2404
Lifeworks Advisors
Michigan
$697K -$54.2K -74 -7%
VW
2405
Vance Wealth
California
$696K +$24.9K +34 +4%
FWMM
2406
Foundation Wealth Management (Missouri)
Missouri
$696K -$14.7K -20 -2%
MAM
2407
McLean Asset Management
Virginia
$696K -$13.7K -19 -2%
MPW
2408
MGO Private Wealth
California
$695K +$209K +285 +43%
CCM
2409
Chaney Capital Management
Washington
$694K -$52K -71 -7%
CFO
2410
Collective Family Office
Pennsylvania
$694K +$22.7K +31 +3%
ALAM
2411
Asahi Life Asset Management
Japan
$693K
CGH
2412
CMG Global Holdings
Texas
$693K
DWM
2413
Darwin Wealth Management
Florida
$692K -$58.6K -80 -8%
TCM
2414
Tributary Capital Management
Nebraska
$692K -$249K -340 -26%
BFWA
2415
Benchmark Financial Wealth Advisors
Florida
$691K +$57.1K +78 +9%
FNBTCON
2416
First National Bank & Trust Co of Newtown
Pennsylvania
$689K +$43.2K +59 +7%
AWG
2417
Altus Wealth Group
Colorado
$687K -$116K -159 -14%
CPA
2418
Capital Performance Advisors
California
$687K +$12.5K +17 +2%
SGCA
2419
Steel Grove Capital Advisors
Tennessee
$685K +$385K +526 +129%
SAM
2420
SignalPoint Asset Management
Missouri
$685K -$16.8K -23 -2%
CPW
2421
Catalyst Private Wealth
California
$680K +$181K +247 +36%
SW
2422
SkyOak Wealth
Michigan
$678K +$128K +175 +23%
SC
2423
Summa Corp
Texas
$676K
PFWA
2424
Paces Ferry Wealth Advisors
Georgia
$676K -$2.2K -3 -0.3%
SIM
2425
SSI Investment Management
California
$675K -$5.86K -8 -0.9%