COST icon

Costco

3,312 hedge funds and large institutions have $207B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 400 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
3,312
Holders Change
+261
Holders Change %
+8.55%
% 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
400
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 %
NFP
2976
Narus Financial Partners
Utah
$261K -$23.1K -35 -8%
MLFP
2977
MPS Loria Financial Planners
Illinois
$260K +$4.03K +6 +2%
FS
2978
Ferguson Shapiro
Georgia
$260K
RIM
2979
Rockbridge Investment Management
New York
$259K -$34.3K -52 -12%
PCA
2980
Providence Capital Advisors
North Carolina
$259K +$58.7K +89 +29%
TIA
2981
Trust Investment Advisors
Indiana
$259K -$19.8K -30 -7%
SR
2982
Syntax Research
Florida
$259K
HF
2983
Halpern Financial
Virginia
$259K
RIM
2984
Reliant Investment Management
Tennessee
$258K +$7.26K +11 +3%
ICP
2985
Interchange Capital Partners
Pennsylvania
$258K -$100K -152 -28%
TPWA
2986
Twin Peaks Wealth Advisors
California
$257K +$257K +390 New
LW
2987
Libra Wealth
California
$257K
RWM
2988
Reston Wealth Management
Virginia
$257K +$17.2K +26 +7%
GWM
2989
GoalFusion Wealth Management
Texas
$256K
AWA
2990
Archvest Wealth Advisors
California
$256K
AIA
2991
Armor Investment Advisors
North Carolina
$256K +$2.64K +4 +1%
PD
2992
Planning Directions
Pennsylvania
$256K +$660 +1 +0.3%
PAIM
2993
Punch & Associates Investment Management
Minnesota
$255K -$15.8K -24 -6%
1CP
2994
17 Capital Partners
Arizona
$255K +$255K +387 New
DIM
2995
Delta Investment Management
California
$255K +$255K +386 New
SWP
2996
Semus Wealth Partners
Florida
$254K +$1.32K +2 +0.5%
LFA
2997
Landmark Financial Advisors
Kentucky
$254K +$254K +385 New
CCT
2998
Capital City Trust
Florida
$254K -$111K -168 -30%
BI
2999
Bramshill Investments
Florida
$254K +$254K +385 New
MWP
3000
Meridian Wealth Partners
Pennsylvania
$254K -$4.62K -7 -2%