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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 %
CSIA
3051
Charles Schwab Investment Advisory
California
$232K +$232K +352 New
PWA
3052
Providence Wealth Advisors
Illinois
$231K -$94.5K -380 -29%
WCM
3053
Wunderlich Capital Managemnt
Tennessee
$231K
EA
3054
Everpar Advisors
Oklahoma
$231K +$231K +350 New
SIA
3055
Sage Investment Advisers
New York
$231K +$231K +350 New
PCM
3056
Perkins Capital Management
Minnesota
$231K -$19.8K -30 -8%
BWCS
3057
Beirne Wealth Consulting Services
Connecticut
$230K +$230K +340 New
MHWM
3058
Montz Harcus Wealth Management
Louisiana
$230K -$10.6K -16 -4%
T
3059
TNF
Montana
$230K +$230K +331 New
RS
3060
Rakuten Securities
Japan
$230K +$230K +348 New
MA
3061
MBA Advisors
Pennsylvania
$229K +$229K +347 New
NEWAS
3062
N.E.W. Advisory Services
Wisconsin
$228K +$228K +345 New
AA
3063
Acorns Advisers
California
$228K +$228K +346 New
BCG
3064
Breakwater Capital Group
New Jersey
$228K +$228K +329 New
SC
3065
Soundwatch Capital
Connecticut
$228K +$228K +345 New
MYIA
3066
Mount Yale Investment Advisors
Colorado
$227K -$7.93K -12 -3%
MF
3067
Montis Financial
Massachusetts
$227K -$37.6K -57 -14%
JFA
3068
JNBA Financial Advisors
Minnesota
$227K -$19.8K -30 -8%
SFWA
3069
Summit Financial Wealth Advisors
Louisiana
$227K +$227K +344 New
CCM
3070
Compass Capital Management
Minnesota
$226K -$31K -47 -12%
BCM
3071
BluePointe Capital Management
California
$226K +$226K +335 New
CMP
3072
Coston McIsaac & Partners
Maine
$226K +$5.29K +8 +2%
TFG
3073
Team Financial Group
California
$225K +$28.4K +43 +14%
CIA
3074
Cascade Investment Advisors
Oregon
$224K +$224K +340 New
SFS
3075
Sharp Financial Services
Pennsylvania
$224K +$224K +340 New