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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 %
CYG
2801
Clean Yield Group
Vermont
$331K -$42.2K -64 -11%
CPL
2802
CAP Partners LLC
Tennessee
$330K +$330K +500 New
IF
2803
IRON Financial
Illinois
$330K -$7.92K -12 -2%
ITFISA
2804
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$330K -$264K -400 -44%
AC
2805
Avenir Corporation
Virginia
$330K
PIM
2806
Provident Investment Management
Michigan
$330K
PFC
2807
Poplar Forest Capital
California
$330K
VWA
2808
VERITY Wealth Advisors
United States
$330K
E3F
2809
Eight 31 Financial
Texas
$330K +$330K +500 New
SDAM
2810
Shulman DeMeo Asset Management
New York
$330K +$31K +47 +10%
GWM
2811
Greenhouse Wealth Management
Connecticut
$329K
JLBC
2812
J.L. Bainbridge & Co
Florida
$329K
BHWM
2813
Beaird Harris Wealth Management
Texas
$328K +$3.96K +6 +1%
VFPW
2814
Vantage Financial Partners (Wisconsin)
Wisconsin
$328K +$328K +496 New
W
2815
WealthCollab
Washington
$327K +$327K +496 New
LCWP
2816
Legacy Capital Wealth Partners
Arkansas
$327K -$17.2K -26 -5%
W
2817
Wealthquest
Ohio
$327K -$31K -47 -9%
SWM
2818
Shelton Wealth Management
Texas
$326K +$326K +494 New
SM
2819
Sensible Money
Arizona
$326K +$58K +88 +22%
CWP
2820
Curated Wealth Partners
California
$325K -$660 -1 -0.2%
SF
2821
Schaeffer Financial
Maryland
$325K +$325K +493 New
RFG
2822
REAP Financial Group
Texas
$324K +$324K +491 New
HI
2823
Hoey Investments
Pennsylvania
$324K +$9.9K +15 +3%
PFA
2824
Pathway Financial Advisers
Indiana
$323K -$10.6K -16 -3%
FFA
2825
Fortune Financial Advisors
Kansas
$323K