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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 %
PWA
3151
Provenance Wealth Advisors
Florida
$176K +$23.1K +35 +15%
AI
3152
Arvest Investments
Arkansas
$175K +$175K +265 New
AAP
3153
Arax Advisory Partners
Colorado
$174K -$1.98K -3 -1%
IWP
3154
IAG Wealth Partners
Wisconsin
$172K -$9.24K -14 -5%
FA
3155
Financial Avengers
California
$172K
PPWM
3156
PFG Private Wealth Management
Florida
$172K +$132K +200 +333%
GCM
3157
Gables Capital Management
Florida
$170K
PCMC
3158
Planning Capital Management Corporation
Pennsylvania
$165K +$165K +250 New
TAM
3159
Tucker Asset Management
Colorado
$162K -$8.56K -13 -5%
SIM
3160
Studio Investment Management
Illinois
$161K
T
3161
Tidemark
California
$161K +$161K +243 New
KHC
3162
Koesten Hirschmann & Crabtree
Kansas
$160K
KFS
3163
Kelly Financial Services
Massachusetts
$159K
OPTFSNA
3164
Old Point Trust & Financial Services N A
Virginia
$159K +$159K +241 New
GC
3165
Gould Capital
Washington
$158K
VCM
3166
Versant Capital Management
Arizona
$156K +$50.1K +76 +47%
SC
3167
Stephens Consulting
Michigan
$155K
FCT
3168
First Community Trust
Iowa
$152K
CAM
3169
Creekmur Asset Management
Illinois
$152K +$152K +230 New
TLA
3170
Tanglewood Legacy Advisors
Texas
$151K
APGC
3171
A.P. Gilfoyle & Co
New York
$150K +$150K +200 New
DCM
3172
Disciplina Capital Management
Tennessee
$149K
IFAM
3173
Institutional & Family Asset Management
Colorado
$143K -$1.32K -2 -0.9%
DCBT
3174
Dakota Community Bank & Trust
North Dakota
$141K +$11.9K +18 +9%
GFPC
3175
Global Financial Private Client
Florida
$139K