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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 %
HWA
2651
Heartwood Wealth Advisors
Virginia
$409K +$129K +195 +46%
CCP
2652
Clarity Capital Partners
California
$409K +$409K +619 New
MAG
2653
M3 Advisory Group
Massachusetts
$408K +$408K +618 New
SFC
2654
Swisher Financial Concepts
Ohio
$408K +$408K +601 New
FCFC
2655
First Citizens Financial Corp
Iowa
$407K
CCM
2656
Canal Capital Management
Virginia
$407K +$46.2K +70 +13%
PS
2657
Planned Solutions
California
$407K +$48.9K +74 +14%
CWM
2658
Chesapeake Wealth Management
Virginia
$406K
ACA
2659
Affinity Capital Advisors
California
$404K -$53.5K -81 -12%
FTIS
2660
First Trust Investment Solutions
Florida
$403K +$403K +611 New
MCI
2661
MRP Capital Investments
Georgia
$403K
DWM
2662
Denver Wealth Management
Colorado
$402K +$660 +1 +0.2%
PWA
2663
Peterson Wealth Advisors
Utah
$402K -$1.32K -2 -0.3%
TCMP
2664
Thrive Capital Management (Pennsylvania)
Pennsylvania
$401K +$401K +608 New
GWP
2665
Gateway Wealth Partners
Wisconsin
$400K -$345K -523 -46%
PFC
2666
Phocas Financial Corp
California
$400K -$815K -1,235 -67%
GWM
2667
Gitterman Wealth Management
New Jersey
$397K
SGWM
2668
Sterling Group Wealth Management
California
$397K +$66K +100 +20%
VBWMG
2669
Von Berge Wealth Management Group
California
$397K +$92.2K +135 +30%
IW
2670
Imprint Wealth
South Carolina
$397K +$34.2K +50 +9%
AIM
2671
Avity Investment Management
Connecticut
$397K
IWA
2672
Inspirion Wealth Advisors
Illinois
$395K +$39K +60 +11%
JCM
2673
Jacobsen Capital Management
Utah
$393K +$44.9K +68 +13%
CWA
2674
Centennial Wealth Advisory
Michigan
$393K +$17.2K +26 +5%
HW
2675
Hamilton Wealth
California
$391K -$6.6K -10 -2%