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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 %
WA
3101
Wealthstar Advisors
Texas
$214K +$214K +324 New
KFS
3102
Kaizen Financial Strategies
California
$213K +$213K +323 New
AWA
3103
Acorn Wealth Advisors
Michigan
$213K +$213K +323 New
FBC
3104
Fairfield, Bush & Co
Connecticut
$213K -$40.3K -61 -16%
EMFAT
3105
Emerald Mutual Fund Advisers Trust
Pennsylvania
$213K +$30.4K +46 +17%
AG
3106
Advocate Group
Minnesota
$213K +$213K +322 New
GIM
3107
Gold Investment Management
Alberta, Canada
$212K +$212K +321 New
OC
3108
OxenFree Capital
Florida
$211K +$211K +320 New
FWI
3109
Facet Wealth Inc
Maryland
$210K +$210K +295 New
SAM
3110
SP Asset Management
California
$210K +$210K +318 New
WWP
3111
WR Wealth Planners
Missouri
$209K +$79.9K +121 +62%
WFAG
3112
Wescott Financial Advisory Group
Pennsylvania
$209K +$209K +317 New
RGC
3113
Roberts, Glore & Co
Illinois
$209K +$209K +316 New
DCM
3114
Dimension Capital Management
Florida
$209K +$209K +316 New
ACM
3115
Advance Capital Management
Michigan
$209K +$209K +316 New
FPWM
3116
FSB Premier Wealth Management
Iowa
$208K +$208K +315 New
SEC
3117
Seven Eight Capital
New York
$208K +$208K +315 New
MAM
3118
McCarthy Asset Management
California
$208K +$208K +315 New
SF
3119
Safeguard Financial
Wisconsin
$208K +$208K +315 New
SLC
3120
Second Line Capital
Louisiana
$208K +$208K +308 New
SPIO
3121
Seven Post Investment Office
California
$207K +$207K +313 New
RA
3122
Riverstone Advisors
Texas
$207K +$207K +313 New
CA
3123
Carson Advisory
Georgia
$206K +$206K +312 New
EGA
3124
E&G Advisors
Texas
$206K +$206K +312 New
MFG
3125
Menard Financial Group
Texas
$206K +$206K +312 New