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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 %
IAG
2551
Investmark Advisory Group
Connecticut
$477K -$11.2K -17 -2%
WMA
2552
West Michigan Advisors
Michigan
$476K +$16.5K +25 +4%
RCWM
2553
Royal Capital Wealth Management
Indiana
$476K
SAW
2554
Signal Advisors Wealth
Michigan
$475K +$475K +704 New
MHR
2555
Matthew Hamilton Rosenberg
$474K +$4.62K +7 +1%
TLCM
2556
Twin Lakes Capital Management
California
$474K
AC
2557
Asio Capital
Kentucky
$473K +$83.8K +127 +22%
CA
2558
Callahan Advisors
Texas
$472K
WAG
2559
Winthrop Advisory Group
Massachusetts
$472K +$152K +231 +48%
WIM
2560
Wittenberg Investment Management
Massachusetts
$472K
IWM
2561
Iams Wealth Management
Nebraska
$471K +$471K +714 New
LWM
2562
Liberty Wealth Management
California
$471K +$16.5K +25 +4%
EDRH
2563
Edmond de Rothschild Holding
Switzerland
$471K -$127K -192 -21%
PL
2564
Perpetual Ltd
Australia
$470K
TFGT
2565
TS Financial Group (TSFG)
Illinois
$469K -$48.2K -73 -9%
AWP
2566
Ascent Wealth Partners
New York
$469K -$660 -1 -0.1%
BAM
2567
BOS Asset Management
Illinois
$468K
MA
2568
MCF Advisors
Kentucky
$468K -$1.02M -1,510 -68%
BCP
2569
Berkeley Capital Partners
Georgia
$468K
APW
2570
Aurora Private Wealth
New Jersey
$467K +$34.3K +52 +8%
AWM
2571
Abound Wealth Management
Tennessee
$465K -$69.3K -105 -13%
AMBIA
2572
Allen Mooney & Barnes Investment Advisors
Georgia
$464K +$464K +704 New
S
2573
Sunpointe
Missouri
$464K +$464K +688 New
TSWM
2574
Tyler-Stone Wealth Management
Ohio
$464K +$7.92K +12 +2%
MWA
2575
MN Wealth Advisors
Kansas
$464K +$464K +702 New