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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 %
AFM
2501
Abbot Financial Management
Massachusetts
$510K +$31.7K +48 +7%
VIP
2502
Vista Investment Partners
Oklahoma
$510K +$510K +772 New
HI
2503
Hendershot Investments
Virginia
$509K
CCT
2504
Chemung Canal Trust
New York
$508K -$13.2K -20 -3%
BCM
2505
BlueCrest Capital Management
Jersey
$507K -$818K -1,239 -62%
LCM
2506
Lazari Capital Management
California
$506K -$42.2K -64 -8%
OCM
2507
Osterweis Capital Management
California
$506K -$2.64K -4 -0.5%
KAS
2508
KPP Advisory Services
Kentucky
$504K +$38.9K +59 +8%
SCP
2509
Seizert Capital Partners
Michigan
$504K -$33K -50 -6%
LWM
2510
Lakeridge Wealth Management
Ohio
$504K +$504K +763 New
AF
2511
Apexium Financial
Texas
$503K +$48.2K +73 +11%
MAM
2512
Meeder Asset Management
Ohio
$502K -$317K -481 -39%
NRG
2513
Nemes Rush Group
Michigan
$501K +$1.32K +2 +0.3%
LGA
2514
Lebenthal Global Advisors
New York
$501K +$501K +759 New
AI
2515
AXS Investments
New York
$501K +$330K +500 +193%
BFG
2516
Beacon Financial Group
Texas
$501K +$137K +207 +38%
PWP
2517
Phillips Wealth Planners
Mississippi
$500K -$31.6K -46 -6%
CIP
2518
Capital Insight Partners
Arizona
$500K +$46.2K +70 +10%
EFG
2519
Embree Financial Group
Illinois
$500K +$500K +757 New
FWM
2520
FFT Wealth Management
Pennsylvania
$500K -$54.8K -83 -10%
NL
2521
Navalign LLC
California
$499K -$54.8K -83 -10%
CCG
2522
Coastwise Capital Group
California
$498K +$660 +1 +0.1%
WTA
2523
Washington Trust Advisors
Massachusetts
$496K -$207K -314 -29%
PAM
2524
Palisade Asset Management
Minnesota
$495K -$1.98K -3 -0.4%
ACM
2525
AUA Capital Management
Pennsylvania
$495K