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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 %
SL
3126
Summitry LLC
California
$206K +$206K +311 New
EWP
3127
Engrave Wealth Partners
Texas
$205K -$29K -44 -12%
DSAM
3128
Dock Street Asset Management
Florida
$205K +$205K +310 New
TFIPS
3129
Towarzystwo Funduszy Inwestycyjnych PZU SA
$205K +$205K +310 New
GA
3130
GoalVest Advisory
New York
$204K +$75.9K +115 +59%
AAM
3131
Ameraudi Asset Management
New York
$204K +$204K +309 New
AOG
3132
Alpha Omega Group
Virginia
$203K +$203K +307 New
AFA
3133
American Financial Advisors
Georgia
$202K +$202K +307 New
MWM
3134
MGB Wealth Management
Texas
$202K +$202K +305 New
SFC
3135
SYM Financial Corp
Indiana
$202K +$202K +306 New
OA
3136
Operose Advisors
Wisconsin
$202K -$32.3K -49 -14%
JSAM
3137
J. Safra Asset Management
New York
$202K
RRA
3138
Round Rock Advisors
Connecticut
$202K +$202K +305 New
PWS
3139
Private Wealth Strategies
Ohio
$201K +$201K +305 New
DLCIG
3140
D.L. Carlson Investment Group
New Hampshire
$201K +$201K +277 New
SC
3141
Sykon Capital
New York
$201K +$201K +304 New
CIM
3142
Confluence Investment Management
Missouri
$201K +$201K +304 New
NIMI
3143
Natixis Investment Managers International
France
$199K -$66K -100 -25%
PK
3144
Pflug Koory
Nebraska
$192K
BBPWM
3145
Blue Bell Private Wealth Management
Pennsylvania
$192K +$67.3K +102 +54%
GJIA
3146
Glass Jacobson Investment Advisors
Maryland
$190K -$2.64K -4 -1%
FF
3147
Friedenthal Financial
New Jersey
$187K +$187K +283 New
PAM
3148
Paradigm Asset Management
New York
$185K
CSWM
3149
Cassady Schiller Wealth Management
Ohio
$178K
PP
3150
PFS Partners
New Jersey
$176K