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Costco

3,313 hedge funds and large institutions have $207B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 1,327 increasing their positions, 1,208 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,313
Holders Change
+262
Holders Change %
+8.59%
% of All Funds
48.56%
Holding in Top 10
286
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+15.79%
% of All Funds
4.19%
New
401
Increased
1,327
Reduced
1,208
Closed
83
Calls
$5.96B
Puts
$8.1B
Net Calls
-$2.14B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
GA
2476
Goldstein Advisors
Wisconsin
$528K +$10.6K +16 +2%
BAM
2477
BOCHK Asset Management
Hong Kong
$528K +$528K +800 New
HP
2478
Hyperion Partners
Pennsylvania
$526K -$9.25K -14 -2%
GAM
2479
Gemmer Asset Management
California
$525K +$24.4K +37 +5%
CIS
2480
Custom Index Systems
New York
$525K +$525K +796 New
MIM
2481
Manitou Investment Management
Ontario, Canada
$525K
SNB
2482
Security National Bank
Nebraska
$525K +$42.9K +65 +9%
BWA
2483
BlueChip Wealth Advisors
Georgia
$524K +$524K +794 New
FWM
2484
Fairhaven Wealth Management
Illinois
$522K +$1.32K +2 +0.3%
CCG
2485
Catalina Capital Group
California
$521K +$521K +789 New
WI
2486
WrapManager Inc
California
$519K +$13.9K +21 +3%
JF
2487
Joule Financial
Kentucky
$519K +$519K +787 New
RCA
2488
Ranch Capital Advisors
Florida
$519K +$519K +774 New
FSC
2489
Full Sail Capital
Oklahoma
$518K +$3.96K +6 +0.8%
ST
2490
Sabal Trust
Florida
$518K +$226K +343 +78%
1WM
2491
1900 Wealth Management
Texas
$517K -$212K -321 -29%
BIA
2492
Bigelow Investment Advisors
Maine
$516K -$42.9K -65 -8%
CWM
2493
CCG Wealth Management
California
$515K +$14.5K +22 +3%
CCM
2494
Chickasaw Capital Management
Tennessee
$515K -$6.6K -10 -1%
SW
2495
SMART Wealth
Nebraska
$515K +$1.98K +3 +0.4%
AR
2496
Apeiron RIA
Texas
$515K +$19.8K +30 +4%
SL
2497
Salomon & Ludwin
Virginia
$515K
FCCM
2498
First City Capital Management
Georgia
$514K +$51.5K +78 +11%
VST
2499
Van Strum & Towne
California
$513K -$23.1K -35 -4%
PW
2500
Peninsula Wealth
California
$512K +$2.64K +4 +0.5%