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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 %
PP
2926
PrairieView Partners
Minnesota
$279K
MFP
2927
Meridian Financial Partners
Virginia
$278K
SCM
2928
Seascape Capital Management
New Hampshire
$278K +$278K +421 New
MWA
2929
Monograph Wealth Advisors
California
$278K +$278K +411 New
ACC
2930
Acorn Creek Capital
Colorado
$277K +$277K +420 New
CP
2931
Covenant Partners
Tennessee
$277K
NRC
2932
New Republic Capital
North Carolina
$276K +$8.1K +12 +3%
PWP
2933
Pursue Wealth Partners
California
$275K
BBA
2934
Braun-Bostich & Associates
Pennsylvania
$275K +$275K +417 New
PCMC
2935
Paragon Capital Management (Colorado)
Colorado
$275K -$147K -223 -35%
DCM
2936
DGS Capital Management
New Jersey
$275K +$19.2K +29 +7%
FMI
2937
F/M Investments
District of Columbia
$273K -$660 -1 -0.2%
HIM
2938
Hillsdale Investment Management
Ontario, Canada
$273K
MIAS
2939
Mason Investment Advisory Services
Virginia
$273K +$16.5K +25 +6%
LA
2940
Latitude Advisors
Florida
$273K +$273K +414 New
MIM
2941
Meixler Investment Management
Arizona
$273K -$39K -59 -13%
RAM
2942
Riggs Asset Management
Pennsylvania
$273K
OPOWM
2943
One Plus One Wealth Management
Florida
$273K -$4.62K -7 -2%
AWP
2944
Accretive Wealth Partners
New Jersey
$273K
HWM
2945
Howard Wealth Management
Connecticut
$272K -$26.4K -40 -9%
KIA
2946
KLR Investment Advisors
Rhode Island
$271K +$271K +402 New
TC
2947
Tacita Capital
Ontario, Canada
$271K +$43.6K +66 +19%
MFG
2948
Mendota Financial Group
Wisconsin
$271K +$255K +387 +1,613%
SGCA
2949
Steel Grove Capital Advisors
Tennessee
$270K +$22.5K +34 +9%
PSIWM
2950
Paradigm Strategies in Wealth Management
Minnesota
$270K -$17.8K -27 -6%