COST icon

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 %
TFM
2426
TFC Financial Management
Massachusetts
$674K +$1.47K +2 +0.2%
RA
2427
Ruggaard & Associates
Ohio
$673K
VWMG
2428
Virginia Wealth Management Group
Virginia
$671K +$1.47K +2 +0.2%
EL
2429
Essex LLC
Illinois
$669K -$36.7K -50 -5%
CANC
2430
Culbertson A N & Co
Virginia
$668K +$3.66K +5 +0.6%
YDMI
2431
Y.D. More Investments
Israel
$667K
CMP
2432
Courage Miller Partners
Virginia
$667K +$2.2K +3 +0.3%
CGA
2433
Crescent Grove Advisors
Illinois
$667K +$9.52K +13 +1%
EF
2434
Exeter Financial
Arizona
$665K
IF
2435
IRON Financial
Illinois
$663K +$297K +405 +81%
CAM
2436
Councilmark Asset Management
Tennessee
$663K +$663K +905 New
AWM
2437
Accurate Wealth Management
Florida
$662K +$22K +31 +3%
OCM
2438
Osterweis Capital Management
California
$662K +$100K +137 +18%
MIC
2439
Meridian Investment Counsel
California
$661K -$3.66K -5 -0.6%
CWM
2440
CCG Wealth Management
California
$660K +$87.9K +120 +15%
CWA
2441
Clarus Wealth Advisors
Arizona
$660K -$2.17K -3 -0.3%
EMAM
2442
Encompass More Asset Management
California
$659K +$659K +899 New
AAM
2443
Aureus Asset Management
Massachusetts
$658K -$136K -186 -17%
CWA
2444
Clearview Wealth Advisors
Oregon
$658K -$127K -173 -16%
SMC
2445
Smith, Moore & Co
Missouri
$655K -$19K -26 -3%
VCM
2446
Virtue Capital Management
Tennessee
$654K +$42.3K +58 +7%
EFSCE
2447
Enterprise Financial Services Corp (EFSC)
Missouri
$654K
EFG
2448
Embree Financial Group
Illinois
$653K +$98.9K +135 +18%
BWG
2449
Beta Wealth Group
California
$652K -$17.6K -24 -3%
PL
2450
Perpetual Ltd
Australia
$651K +$129K +176 +25%