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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 %
FCIM
2726
Fairview Capital Investment Management
California
$364K +$46.9K +71 +15%
SEP
2727
Southland Equity Partners
Missouri
$363K +$17.8K +27 +5%
PNAA
2728
Pictet North America Advisors
Switzerland
$363K +$13.9K +21 +4%
SWM
2729
StoneCrest Wealth Management
Arizona
$363K +$363K +550 New
CP
2730
Castleview Partners
Texas
$363K +$297K +450 +450%
TWM
2731
Thrive Wealth Management
Pennsylvania
$363K +$5.28K +8 +1%
MAA
2732
Matrix Asset Advisors
New York
$361K -$6.6K -10 -2%
CRIG
2733
Charter Research & Investment Group
Connecticut
$361K
CG
2734
Clifford Group
Massachusetts
$361K
OWA
2735
Opal Wealth Advisors
New York
$360K +$4.62K +7 +1%
BAM
2736
Berkshire Asset Management
Pennsylvania
$360K +$360K +546 New
T
2737
TCWP
Ohio
$360K -$2.44M -3,702 -87%
NRD
2738
Nebula Research & Development
New York
$360K -$464K -703 -56%
AF
2739
Affiance Financial
Minnesota
$359K
JJBC
2740
James J. Burns & Company
New York
$359K +$5.95K +9 +2%
PHS
2741
Pekin Hardy Strauss
Illinois
$358K -$13.2K -20 -4%
WIM
2742
Waycross Investment Management
Washington
$357K
SFP
2743
Sweet Financial Partners
Minnesota
$355K +$19.8K +30 +6%
TCWM
2744
Total Clarity Wealth Management
Illinois
$355K +$66.7K +101 +23%
CCG
2745
Chatham Capital Group
Georgia
$355K
EIA
2746
Edgemoor Investment Advisors
Maryland
$355K +$13.2K +20 +4%
MCIA
2747
Mountain Capital Investment Advisors
Colorado
$355K +$27.1K +41 +8%
ML
2748
McAdam LLC
Pennsylvania
$354K +$354K +537 New
EIG
2749
Ellenbecker Investment Group
Wisconsin
$354K +$8.59K +13 +2%
TC
2750
Truvestments Capital
Florida
$353K