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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 %
IFO
2701
Independent Family Office
New York
$376K
NDSI
2702
Newman Dignan & Sheerar Inc
Rhode Island
$376K -$4.62K -7 -1%
RS
2703
Retirement Solution
Washington
$376K +$69.3K +105 +23%
MIA
2704
MainStreet Investment Advisors
Illinois
$376K -$1.32K -2 -0.4%
DI
2705
Diligent Investors
California
$375K +$1.32K +2 +0.4%
GA
2706
GFS Advisors
Texas
$374K -$139K -210 -27%
AGA
2707
Arkos Global Advisors
Texas
$374K +$1.32K +2 +0.4%
SFC
2708
Strategic Financial Concepts
Texas
$373K -$335K -508 -47%
SFWC
2709
Strategic Family Wealth Counselors
New Jersey
$372K
THL
2710
Tillman Hartley LLC
Colorado
$371K
MAC
2711
Mason & Associates (California)
California
$371K -$11.2K -17 -3%
BAG
2712
Bridgewealth Advisory Group
California
$370K +$70K +106 +23%
BIP
2713
Blue Investment Partners
California
$370K
KFA
2714
Kelleher Financial Advisors
New York
$370K +$87.8K +133 +31%
SA
2715
Scarborough Advisors
Maryland
$370K +$44.8K +68 +14%
SIC
2716
Samalin Investment Counsel
New York
$370K
BMC
2717
Bear Mountain Capital
Washington
$370K +$370K +542 New
WFS
2718
Widmann Financial Services
Maryland
$369K -$58.8K -89 -14%
OBWG
2719
Onyx Bridge Wealth Group
New York
$368K -$80.5K -122 -18%
ZF
2720
Zega Financial
Florida
$366K +$366K +555 New
SWRP
2721
Summit Wealth & Retirement Planning
California
$366K -$8.58K -13 -2%
FNFDCM
2722
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$364K
SI
2723
Saxon Interests
Texas
$364K -$2.6M -3,934 -88%
TW
2724
Towerpoint Wealth
California
$364K
GWM
2725
Gray Wealth Management
Maine
$364K +$31.7K +48 +10%