COST icon

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 %
SW
2526
SkyOak Wealth
Michigan
$495K
FM
2527
Family Management
New York
$494K -$3.3K -5 -0.7%
CA
2528
Cambridge Advisors
Nebraska
$494K
JC
2529
JB Capital
Connecticut
$493K +$29.1K +44 +6%
CD
2530
Chapin Davis
Maryland
$492K +$1.32K +2 +0.3%
FA
2531
Fiducient Advisors
Illinois
$492K -$603K -913 -55%
TFO
2532
Tarbox Family Office
California
$492K +$660 +1 +0.1%
PCA
2533
Prosperity Capital Advisors
Ohio
$492K -$8.59K -13 -2%
GSC
2534
Grey Street Capital
Illinois
$491K
WC
2535
Weil Company
California
$490K
MGWM
2536
Marks Group Wealth Management
Minnesota
$490K +$9.25K +14 +2%
WIM
2537
Westside Investment Management
California
$490K
LBC
2538
Lowe Brockenbrough & Co
Virginia
$489K +$27.7K +41 +6%
AIA
2539
AIMZ Investment Advisors
California
$488K
SDWMA
2540
Schneider Downs Wealth Management Advisors
Pennsylvania
$488K +$15.2K +23 +3%
GAM
2541
Garrison Asset Management
Arkansas
$488K +$222K +337 +84%
IF
2542
Insight Folios
North Carolina
$488K
IF
2543
Integrity Financial
Wyoming
$483K -$3.3K -5 -0.7%
GWA
2544
Gratus Wealth Advisors
Virginia
$482K +$482K +730 New
TIM
2545
Thompson Investment Management
Wisconsin
$482K -$9.9K -15 -2%
MCM
2546
Monument Capital Management
Virginia
$481K +$132K +200 +38%
BFA
2547
Bill Few Associates
Pennsylvania
$480K
EE
2548
EWG Elevate
California
$479K +$3.96K +6 +0.8%
FCM
2549
Firestone Capital Management
Florida
$478K
CBB
2550
Citizens Business Bank
California
$477K -$215K -326 -31%