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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 %
BWM
2951
Birchcreek Wealth Management
Ohio
$270K +$15.2K +23 +6%
MFC
2952
Morris Financial Concepts
South Carolina
$269K +$269K +408 New
TSW
2953
Three Seasons Wealth
Utah
$269K
3IP
2954
3Chopt Investment Partners
Virginia
$269K +$269K +399 New
4WM
2955
4J Wealth Management
Virginia
$269K -$2.64K -4 -1%
SFG
2956
Summit Financial Group
West Virginia
$269K -$27.7K -42 -9%
BF
2957
Blankinship & Foster
California
$269K +$269K +407 New
TCM
2958
Triumph Capital Management
Colorado
$267K +$267K +395 New
SFS
2959
Summit Financial Strategies
Ohio
$266K -$660 -1 -0.2%
GWM
2960
GDS Wealth Management
Texas
$266K +$5.94K +9 +2%
FF
2961
Farrell Financial
New York
$266K +$266K +467 New
VBFP
2962
Valtinson Bruner Financial Planning
Minnesota
$266K +$1.32K +2 +0.5%
CISOA
2963
Capital Investment Services of America
Wisconsin
$265K
HCM
2964
HMS Capital Management
Tennessee
$265K
QPW
2965
Quantum Private Wealth
Florida
$265K -$13.2K -20 -5%
MHC
2966
Meyer Handelman Company
New York
$264K -$859K -1,302 -76%
ABP
2967
Arthur B. Page
$264K
GWI
2968
Grace & White Inc
New York
$264K
HAFS
2969
Hapanowicz & Associates Financial Services
Pennsylvania
$264K
LFG
2970
Lockerman Financial Group
California
$264K
YCG
2971
Yeomans Consulting Group
Georgia
$264K +$264K +400 New
AG
2972
Algert Global
California
$264K +$26.4K +40 +11%
MCWA
2973
Meadow Creek Wealth Advisors
Georgia
$264K +$264K +400 New
GA
2974
GSG Advisors
New Jersey
$263K +$34.1K +53 +15%
SAM
2975
Secure Asset Management
Michigan
$262K -$63.3K -96 -19%