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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 %
GC
2626
Gibson Capital
Pennsylvania
$426K +$111K +168 +35%
SFM
2627
Signet Financial Management
New Jersey
$423K -$5.95K -9 -1%
UW
2628
Unique Wealth
Florida
$423K -$20.5K -31 -5%
WAM
2629
Walker Asset Management
Missouri
$422K +$422K +639 New
EC
2630
EdgeRock Capital
Colorado
$422K +$104K +147 +33%
FIBT
2631
First International Bank & Trust
North Dakota
$421K +$176K +267 +72%
RVPG
2632
Relative Value Partners Group
$420K +$25.1K +38 +6%
OGF
2633
Orin Green Financial
California
$419K
MBI
2634
May Barnhard Investments
Maryland
$419K +$419K +635 New
KCFA
2635
Key Client Fiduciary Advisors
New Jersey
$418K -$8.58K -13 -2%
LDB
2636
Lee, Danner & Bass
Tennessee
$418K -$5.94K -9 -1%
CKAIS
2637
Christensen King & Associates Investment Services
Washington
$416K +$416K +630 New
FFA
2638
Fragasso Financial Advisors
Pennsylvania
$416K +$15.2K +23 +4%
AOI
2639
Auto-Owners Insurance
Michigan
$416K
TSWM
2640
Triangle Securities Wealth Management
North Carolina
$416K
GC
2641
Gilbert & Cook
Iowa
$413K +$151K +228 +57%
VCAM
2642
Van Cleef Asset Management
Ohio
$413K +$135K +204 +48%
TVAMP
2643
Tennessee Valley Asset Management Partners
Tennessee
$413K +$413K +626 New
SFPG
2644
Stonebridge Financial Planning Group
Florida
$413K +$34.3K +52 +9%
UIA
2645
Ulland Investment Advisors
Minnesota
$413K +$26.4K +40 +7%
VFPI
2646
Vantage Financial Partners (Illinois)
Illinois
$413K -$244K -370 -37%
CFG
2647
Carr Financial Group
Massachusetts
$413K -$57.4K -87 -12%
SL
2648
SFM LLC
New Hampshire
$413K +$413K +625 New
TNB
2649
Thomasville National Bank
Georgia
$412K +$166K +252 +68%
WWM
2650
WJ Wealth Management
Arizona
$411K