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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 %
ICM
3176
Intrepid Capital Management
Florida
$137K +$19.1K +29 +16%
GKIM
3177
GW&K Investment Management
Massachusetts
$136K -$3.3K -5 -2%
PIS
3178
POM Investment Strategies
North Carolina
$136K +$136K +206 New
CWA
3179
Carolina Wealth Advisors
South Carolina
$133K
DF
3180
Dunhill Financial
United Kingdom
$133K +$133K +201 New
OAJ
3181
Ogorek Anthony Joseph
New York
$132K
BAM
3182
Byrne Asset Management
New Jersey
$131K
FC
3183
Family CFO
California
$125K
LPP
3184
Life Planning Partners
Florida
$123K +$123K +187 New
HGA
3185
Hobbs Group Advisors
South Carolina
$122K +$122K +184 New
MAWCM
3186
Mine & Arao Wealth Creation & Management
California
$120K
EIM
3187
Essex Investment Management
Massachusetts
$119K
BC
3188
Belmont Capital
California
$115K +$659 +1 +0.6%
JFG
3189
JDM Financial Group
Texas
$114K
VAMG
3190
Voisard Asset Management Group
Michigan
$114K +$114K +173 New
SAG
3191
Spotlight Asset Group
Illinois
$113K
ACM
3192
Adalta Capital Management
New York
$108K
TCG
3193
Transcendent Capital Group
Oklahoma
$105K +$105K +159 New
JGIA
3194
Jackson Grant Investment Advisers
Connecticut
$104K
AWM
3195
Activest Wealth Management
Florida
$102K
PG
3196
Proffitt & Goodson
Tennessee
$102K -$1.32K -2 -1%
APW
3197
Acima Private Wealth
Virginia
$102K -$12.5K -19 -11%
BGAI
3198
Bruce G. Allen Investments
Colorado
$102K +$102K +154 New
RAM
3199
Ramirez Asset Management
New York
$99K
JAM
3200
JCIC Asset Management
Ontario, Canada
$99K