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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 %
WH
2876
Willner & Heller
California
$298K +$298K +452 New
DI
2877
DDFG Inc
California
$298K
AWAP
2878
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$298K
SRCM
2879
Signature Resources Capital Management
California
$297K +$297K +450 New
SWM
2880
Seaside Wealth Management
California
$297K +$7.92K +12 +3%
PCM
2881
Pennsylvania Capital Management
Pennsylvania
$297K +$33K +50 +13%
RWM
2882
RBA Wealth Management
California
$296K +$3.3K +5 +1%
PC
2883
Port Capital
Illinois
$296K -$39K -59 -12%
LCM
2884
LVM Capital Management
Michigan
$296K
SXL
2885
Summit X LLC
Missouri
$295K +$34.9K +53 +13%
B
2886
Birchbrook
Maine
$295K +$295K +447 New
GHAM
2887
Gilman Hill Asset Management
Connecticut
$295K -$14.5K -22 -5%
PPW
2888
Pasadena Private Wealth
California
$294K
AWM
2889
Aprio Wealth Management
Georgia
$294K +$24.4K +37 +9%
HKIMG
2890
Hutchens & Kramer Investment Management Group
Indiana
$293K -$10.6K -16 -3%
MWA
2891
Martel Wealth Advisors
Washington
$293K -$5.94K -9 -2%
PGA
2892
Portland Global Advisors
Maine
$293K
PAG
2893
Paladin Advisory Group
Iowa
$292K -$5.94K -9 -2%
CC
2894
Cornerstone Capital
California
$292K
RC
2895
Reik & Co
New York
$292K
UOTTAIMCU
2896
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$292K +$66K +100 +29%
SCA
2897
STALEY CAPITAL ADVISERS
Pennsylvania
$291K
BB
2898
Burford Brothers
Texas
$290K +$290K +440 New
PWA
2899
PCG Wealth Advisors
Kansas
$290K
MPM
2900
Meritage Portfolio Management
Kansas
$290K +$290K +439 New