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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 %
FAM
2901
Flaharty Asset Management
Florida
$290K +$44.2K +67 +18%
HWA
2902
HHM Wealth Advisors
Tennessee
$290K
SNBOSD
2903
Security National Bank of So Dak
Iowa
$290K
SCM
2904
Stordahl Capital Management
Colorado
$290K +$2.64K +4 +0.9%
HWP
2905
Heritage Wealth Partners
Ohio
$290K +$1.98K +3 +0.7%
V
2906
ViaWealth
Kansas
$289K
EBA
2907
Eagle Bay Advisors
New York
$289K -$8.57K -13 -3%
OWMIAS
2908
One Wealth Management Investment & Advisory Services
Florida
$288K +$288K +436 New
HG
2909
Harbor Group
New Hampshire
$287K -$17.2K -26 -6%
CFO
2910
Callan Family Office
Pennsylvania
$286K +$286K +434 New
SCM
2911
Stonehearth Capital Management
Massachusetts
$285K
HAS
2912
HBW Advisory Services
California
$285K +$22.4K +34 +9%
CMBA
2913
C.M. Bidwell & Associates
Hawaii
$284K +$265K +401 +1,337%
LRIC
2914
Long Road Investment Counsel
Michigan
$284K
CNWM
2915
Clay Northam Wealth Management
California
$283K +$7.26K +11 +3%
WW
2916
Westshore Wealth
California
$283K -$198K -300 -41%
PSCM
2917
Per Stirling Capital Management
Texas
$282K
GPA
2918
Guerra Pan Advisors
New Jersey
$282K
WSWA
2919
Warren Street Wealth Advisors
California
$282K +$15.2K +23 +6%
KFGK
2920
Keystone Financial Group (Kentucky)
Kentucky
$282K +$282K +427 New
MWM
2921
Moulton Wealth Management
Washington
$282K
FWM
2922
Fonville Wealth Management
Virginia
$281K +$281K +425 New
KPWG
2923
KFA Private Wealth Group
Virginia
$280K +$661 +1 +0.2%
NIM
2924
Nicollet Investment Management
Minnesota
$280K
AFA
2925
Atlas Financial Advisors
California
$279K -$168K -255 -38%