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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 %
MA
2776
MAS Advisors
Florida
$340K
AIA
2777
Acute Investment Advisory
Arizona
$340K +$17.8K +27 +6%
JBA
2778
Johnson Bixby & Associates
Washington
$340K
MWM
2779
Modern Wealth Management
Kansas
$339K +$339K +514 New
RA
2780
Rodgers & Associates
Pennsylvania
$339K
FAFN
2781
First Affirmative Financial Network
Colorado
$339K -$12.5K -19 -4%
FMP
2782
Financial Management Professionals
Texas
$338K +$5.93K +9 +2%
WLPWM
2783
Walled Lake Planning & Wealth Management
Illinois
$338K -$4.62K -7 -1%
CWA
2784
CM Wealth Advisors
Ohio
$338K
SA
2785
Sicart Associates
New York
$338K
IWP
2786
Invenio Wealth Partners
Florida
$337K -$5.94K -9 -2%
MWM
2787
Meritas Wealth Management
California
$337K +$6.6K +10 +2%
AGWCA
2788
Annis Gardner Whiting Capital Advisors
Florida
$336K +$8.11K +12 +2%
FM
2789
Foster & Motley
Ohio
$335K -$73.2K -111 -18%
JWM
2790
Jeppson Wealth Management
California
$335K +$35K +53 +12%
CNAM
2791
Campbell Newman Asset Management
Wisconsin
$333K
VNA
2792
Valley National Advisers
Pennsylvania
$333K +$64K +97 +24%
APW
2793
Austin Private Wealth
Texas
$333K +$74K +112 +29%
PFS
2794
Prospect Financial Services
New York
$333K +$333K +504 New
IIL
2795
Insight Inv LLC
California
$333K
CCWM
2796
Correct Capital Wealth Management
Missouri
$333K +$333K +504 New
MS
2797
Madden Securities
Texas
$332K
CAGAS
2798
Capital Advisory Group Advisory Services
Minnesota
$332K -$7.92K -12 -2%
WCM
2799
Wealthcare Capital Management
Virginia
$332K +$1.32K +2 +0.4%
SWM
2800
Seed Wealth Management
Illinois
$331K