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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 %
CCM
3076
Coerente Capital Management
Ontario, Canada
$224K +$224K +340 New
IAA
3077
Ironsides Asset Advisors
North Carolina
$224K -$40.3K -61 -15%
RG
3078
Retirement Group
California
$223K
FC
3079
Financial Council
Maryland
$222K +$222K +337 New
CFFP
3080
Center for Financial Planning
Michigan
$222K +$32.3K +49 +17%
LSWM
3081
Lorne Steinberg Wealth Management
Canada
$222K +$222K +336 New
SF
3082
SWP Financial
California
$221K +$221K +335 New
LA
3083
Lynch & Associates
Indiana
$221K +$221K +335 New
AA
3084
AlphaCentric Advisors
Puerto Rico
$221K +$221K +335 New
NL
3085
NKCFO LLC
Illinois
$221K
APWM
3086
Atlas Private Wealth Management
New York
$221K -$99K -150 -31%
PWP
3087
Precedent Wealth Partners
Texas
$220K +$220K +333 New
RK
3088
Rather & Kittrell
Tennessee
$220K +$220K +333 New
SDJVC
3089
St. Denis J. Villere & Co
Louisiana
$219K +$219K +332 New
VC
3090
Vicus Capital
Pennsylvania
$218K -$126K -190 -37%
RCM
3091
Rain Capital Management
Oregon
$217K +$217K +329 New
CCMI
3092
Creative Capital Management Investments
California
$217K
PWM
3093
Penobscot Wealth Management
Maine
$217K +$217K +328 New
AWM
3094
Accel Wealth Management
Iowa
$217K +$217K +328 New
TA
3095
TFB Advisors
Kansas
$217K -$322K -488 -60%
BCM
3096
Beddow Capital Management
Wyoming
$215K +$215K +325 New
CMA
3097
Cedar Mountain Advisors
Oregon
$215K +$659 +1 +0.3%
CPP
3098
Capasso Planning Partners
South Carolina
$215K +$215K +325 New
BAM
3099
Banta Asset Management
California
$215K +$215K +325 New
KWM
3100
Koa Wealth Management
California
$214K +$214K +324 New