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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 %
IWM
2601
Integris Wealth Management
California
$443K +$1.32K +2 +0.3%
WPC
2602
White Pine Capital
Minnesota
$443K -$149K -225 -25%
SIS
2603
Sound Income Strategies
Florida
$443K +$111K +168 +33%
BWM
2604
Blossom Wealth Management
California
$443K -$27.1K -41 -6%
PIAS
2605
PCA Investment Advisory Services
Ohio
$442K +$12.5K +19 +3%
LFP
2606
Lakeshore Financial Planning
Michigan
$440K +$660 +1 +0.2%
FA
2607
Financial Alternatives
California
$440K +$440K +666 New
MPW
2608
MGO Private Wealth
California
$438K +$126K +191 +40%
B
2609
Bridgeworth
Alabama
$437K +$4.62K +7 +1%
TS
2610
Tamar Securities
California
$437K -$13.2K -20 -3%
WRPWM
2611
Werba Rubin Papier Wealth Management
California
$436K -$2.03K -3 -0.5%
WHC
2612
Wulff, Hansen & Co
California
$436K -$4.02M -6,092 -90%
HCP
2613
Holt Capital Partners
Texas
$435K
AAG
2614
Armstrong Advisory Group
Massachusetts
$433K +$16.5K +25 +4%
HCM
2615
Hutchinson Capital Management
California
$433K -$30.4K -46 -7%
DWG
2616
Darden Wealth Group
Michigan
$432K +$432K +640 New
4WM
2617
49 Wealth Management
Texas
$432K +$432K +654 New
BPFA
2618
Barnes Pettey Financial Advisors
Mississippi
$431K +$1.98K +3 +0.5%
VPP
2619
Vertex Planning Partners
Illinois
$430K +$37.6K +57 +10%
VFG
2620
V2 Financial group
Illinois
$429K
IPW
2621
Impact Partnership Wealth
Georgia
$429K +$354K +537 +475%
CAM
2622
Concorde Asset Management
Michigan
$428K +$13.2K +20 +3%
LF
2623
Lantz Financial
Illinois
$428K +$17.2K +26 +4%
SWM
2624
Soundmark Wealth Management
Washington
$428K
YWS
2625
Yarger Wealth Strategies
Ohio
$427K +$3.3K +5 +0.8%