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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 %
SCM
2851
Saxony Capital Management
Missouri
$311K +$311K +471 New
FWM
2852
FSA Wealth Management
Massachusetts
$310K +$16.5K +25 +6%
HHRDM
2853
H&H Retirement Design & Management
Nevada
$310K
BMD
2854
Better Money Decisions
New Mexico
$310K -$1.32K -2 -0.4%
LJHT
2855
Laurie J. Hall Trustee
$309K
SEIA
2856
Signature Estate & Investment Advisors
California
$309K +$309K +468 New
SHJ
2857
Sharkey, Howes & Javer
Colorado
$309K +$3.3K +5 +1%
SWA
2858
Sax Wealth Advisors
New Jersey
$309K -$1.32K -2 -0.4%
IP
2859
Intellectus Partners
California
$308K +$8.77K +13 +3%
LC
2860
Landaas & Company
Wisconsin
$307K
SFG
2861
SevenBridge Financial Group
Pennsylvania
$306K
PFA
2862
Petra Financial Advisors
Colorado
$305K -$52.1K -79 -15%
LCC
2863
Lincoln Capital Corp
Rhode Island
$304K -$19.8K -30 -6%
NCM
2864
NCM Capital Management
New Jersey
$304K +$1.98K +3 +0.7%
WN
2865
Williams & Novak
California
$304K +$304K +461 New
FCMT
2866
Founders Capital Management (Texas)
Texas
$304K +$6.6K +10 +2%
E
2867
ETFidea
New York
$303K +$11.9K +18 +4%
UWM
2868
USAdvisors Wealth Management
Minnesota
$302K +$11.2K +17 +4%
AP
2869
Adero Partners
California
$301K +$301K +457 New
CFGA
2870
Cambridge Financial Group (Arizona)
Arizona
$301K +$301K +456 New
SC
2871
Sonen Capital
California
$301K
BCM
2872
Bourgeon Capital Management
Connecticut
$301K
WWG
2873
West Wealth Group
California
$300K +$52.1K +79 +21%
HIG
2874
Heritage Investment Group
Florida
$300K +$17.1K +26 +6%
BFS
2875
Burr Financial Services
California
$298K +$298K +376 New