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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 %
LWA
2751
Ledgewood Wealth Advisors
New Hampshire
$353K +$353K +535 New
CCB
2752
Cutter & Co Brokerage
Missouri
$353K +$660 +1 +0.2%
CA
2753
Calton & Associates
Florida
$352K +$352K +534 New
CE
2754
Cornerstone Enterprises
Wisconsin
$352K +$352K +533 New
SWC
2755
Spectrum Wealth Counsel
Indiana
$352K +$352K +533 New
BWS
2756
Buck Wealth Strategies
Colorado
$352K +$93.9K +142 +36%
GCA
2757
Gradient Capital Advisors
California
$352K
UI
2758
Unconventional Investor
New Hampshire
$351K
AP
2759
Arlington Partners
Alabama
$350K +$350K +530 New
VAM
2760
Verity Asset Management
North Carolina
$349K -$14.5K -22 -4%
GA
2761
Gateway Advisory
New Jersey
$349K +$16.5K +25 +5%
RA
2762
Rise Advisors
New York
$348K +$660 +1 +0.2%
AMR
2763
Asset Management Resources
Massachusetts
$348K -$60.1K -91 -15%
RCI
2764
RS Crum Inc
California
$348K +$49.6K +75 +17%
VL
2765
Vima LLC
Michigan
$347K +$347K +525 New
MIM
2766
Martin Investment Management
Florida
$345K -$56.1K -85 -14%
WWM
2767
Wolff Wiese Magana
California
$343K -$151K -228 -31%
FFBTD
2768
First Financial Bank - Trust Division
Ohio
$343K -$12.5K -19 -4%
SWM
2769
SilverOak Wealth Management
Minnesota
$343K +$343K +519 New
DWMG
2770
DB Wealth Management Group
California
$343K
BWM
2771
Baystate Wealth Management
Massachusetts
$342K +$661 +1 +0.2%
BWM
2772
BlackDiamond Wealth Management
New York
$341K +$19.2K +27 +6%
ELM
2773
Elite Life Management
Florida
$341K +$341K +516 New
ETIA
2774
Epic Trust Investment Advisors
Washington
$341K +$341K +516 New
SB
2775
Sunflower Bank
Texas
$340K -$23.1K -35 -6%