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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 %
AGC
2576
Aspen Grove Capital
Colorado
$463K +$20.4K +30 +5%
CP
2577
Camelot Portfolios
Ohio
$463K +$187K +283 +68%
TFG
2578
Taylor Financial Group
Virginia
$462K +$462K +700 New
DIA
2579
Davidson Investment Advisors
Montana
$461K -$112K -170 -20%
NRI
2580
NFP Retirement Inc
California
$460K +$18.5K +28 +4%
FSA
2581
Financial Security Advisor
Virginia
$460K +$9.45K +14 +2%
SWM
2582
Selective Wealth Management
Virginia
$460K -$11.7K -18 -2%
CBTWT
2583
Community Bank & Trust (Waco, Texas)
Texas
$459K -$137K -208 -23%
FFG
2584
Frisch Financial Group
New York
$459K +$27.1K +41 +6%
AIM
2585
Allen Investment Management
New York
$459K -$2.64K -4 -0.6%
OL
2586
Owen LaRue
Kentucky
$459K -$119K -180 -21%
RP
2587
Riverbridge Partners
Minnesota
$455K -$110K -167 -19%
CCP
2588
Carmel Capital Partners
California
$455K -$51.5K -78 -10%
AHB
2589
Abner Herrman & Brock
New Jersey
$455K +$13.2K +20 +3%
TA
2590
Tactive Advisors
Florida
$455K +$102K +155 +29%
SCA
2591
Sandy Cove Advisors
Massachusetts
$454K +$44.9K +68 +11%
BZWA
2592
Blue Zone Wealth Advisors
California
$454K -$16.5K -25 -4%
FFB
2593
First Financial Bankshares
Texas
$452K +$452K +685 New
RB
2594
Renasant Bank
Mississippi
$451K -$18.5K -28 -4%
HIGP
2595
Hill Investment Group Partners
Missouri
$450K +$158K +240 +54%
CPW
2596
Catalyst Private Wealth
California
$450K -$2.64K -4 -0.6%
PWS
2597
Paragon Wealth Strategies
Florida
$449K +$660 +1 +0.1%
SFP
2598
Sandbox Financial Partners
Maryland
$448K +$21.1K +32 +5%
WAM
2599
Winslow Asset Management
Ohio
$448K -$9.91K -15 -2%
BSI
2600
Bennett Selby Investments
Maine
$445K +$53.4K +81 +14%