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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 %
GP
2826
Geneva Partners
Wisconsin
$323K +$323K +489 New
HC
2827
Hamilton Capital
Ohio
$323K -$15.2K -23 -4%
OIM
2828
Oder Investment Management
California
$322K
MCP
2829
Martin Capital Partners
Oregon
$320K -$2.64K -4 -0.8%
SA
2830
Strategic Advocates
Utah
$319K
SCA
2831
Stonebridge Capital Advisors
Minnesota
$319K -$18.5K -28 -5%
HNW
2832
High Note Wealth
Minnesota
$319K
CMAI
2833
Capital Management Associates Inc
Minnesota
$319K +$319K +483 New
CCA
2834
Cottonwood Capital Advisors
Utah
$318K +$25.1K +38 +9%
SMG
2835
Smart Money Group
Texas
$317K +$58.1K +88 +22%
WAM
2836
WNY Asset Management
New York
$317K -$2.64K -4 -0.8%
OA
2837
Oracle Alpha
Ontario, Canada
$316K +$316K +479 New
MSWM
2838
McGlone Suttner Wealth Management
Wisconsin
$316K +$1.98K +3 +0.6%
TC
2839
Trust Company
Kansas
$316K +$45.5K +69 +17%
FVWA
2840
Foster Victor Wealth Advisors
South Carolina
$315K -$3.31K -5 -1%
SCM
2841
Steele Capital Management
Iowa
$315K +$315K +477 New
6F
2842
626 Financial
Michigan
$315K -$42.9K -65 -12%
NCM
2843
Noesis Capital Mangement
Florida
$315K +$23.1K +35 +8%
SP
2844
Successful Portfolios
Florida
$314K +$38.4K +58 +14%
SWAG
2845
Spectrum Wealth Advisory Group
California
$314K
BRA
2846
Biechele Royce Advisors
Indiana
$313K -$4.62K -7 -1%
CWA
2847
Consilio Wealth Advisors
Washington
$312K +$58.8K +89 +23%
HAM
2848
Harmony Asset Management
Arizona
$312K +$312K +473 New
PCI
2849
Planning Center Inc
Illinois
$311K +$12.5K +19 +4%
VP
2850
Verum Partners
North Carolina
$311K -$1.98K -3 -0.6%