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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 %
FFA
2676
Fi3 Financial Advisors
Indiana
$390K -$35.6K -54 -8%
MC
2677
Miramar Capital
Illinois
$388K -$11.2K -17 -3%
KFI
2678
Key Financial Inc
Pennsylvania
$388K -$8.58K -13 -2%
SPWM
2679
Spartan Planning & Wealth Management
North Carolina
$388K +$290K +440 +297%
TBWA
2680
Three Bridge Wealth Advisors
California
$387K
CIM
2681
Contravisory Investment Management
Massachusetts
$387K +$387K +587 New
DI
2682
DAGCO Inc
Ohio
$387K -$6.1M -9,248 -94%
DWS
2683
Dynamic Wealth Strategies
California
$387K +$387K +586 New
PFM
2684
Peak Financial Management
Massachusetts
$387K
TA
2685
Townsend & Associates
Colorado
$386K +$2.06K +3 +0.5%
CS
2686
Crescent Sterling
Louisiana
$386K +$5.28K +8 +1%
HB
2687
Horizon Bancorp
Indiana
$386K +$82.5K +125 +27%
EWM
2688
Elevatus Welath Management
New York
$386K +$4.62K +7 +1%
PSF
2689
Pacific Sun Financial
California
$384K
PCMC
2690
Private Capital Management (Colorado)
Colorado
$384K +$18.5K +28 +5%
MIC
2691
Means Investment Company
Maine
$384K +$10.6K +16 +3%
LAS
2692
LWM Advisory Services
Florida
$383K +$13.9K +21 +4%
PCH
2693
PGIM Custom Harvest
New Jersey
$383K +$53.5K +81 +16%
PHWM
2694
Pine Harbor Wealth Management
Maryland
$382K +$382K +579 New
WF
2695
Whelan Financial
California
$382K +$41.6K +63 +12%
Cohen & Steers
2696
Cohen & Steers
New York
$380K -$79.8K -121 -17%
ES
2697
ETF Store
Kansas
$379K +$660 +1 +0.2%
FGA
2698
Fortis Group Advisors
New Jersey
$377K +$5.52K +11 +1%
ODIJL
2699
One Day In July LLC
Vermont
$377K +$12.5K +19 +3%
GDP
2700
Great Diamond Partners
Maine
$376K -$121K -183 -24%