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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 %
LFA
3201
LGT Financial Advisors
Texas
$99K +$58.1K +88 +142%
AA
3202
AlphaMark Advisors
Kentucky
$97K
WAG
3203
Wiser Advisor Group
Arizona
$96.7K +$96.7K +146 New
CIA
3204
Cape Investment Advisory
Georgia
$95.3K -$9.93K -15 -9%
SWA
3205
SOA Wealth Advisors
New York
$94.8K -$142K -215 -60%
PWMG
3206
Private Wealth Management Group
New Jersey
$94.4K +$94.4K +143 New
CWM
3207
Cedar Wealth Management
California
$93.9K
CPG
3208
Cornerstone Planning Group
New Jersey
$89.1K -$27.1K -41 -23%
AEPWM
3209
Atlantic Edge Private Wealth Management
Florida
$89.1K +$89.1K +135 New
AFS
3210
Annapolis Financial Services
Maryland
$87.3K -$5.95K -9 -6%
MFT
3211
Moisand Fitzgerald Tamayo
Florida
$84.5K +$660 +1 +0.8%
AA
3212
Addison Advisors
Vermont
$84.5K
NECFA
3213
New England Capital Financial Advisors
Connecticut
$83.5K
BIA
3214
Bell Investment Advisors
California
$83.2K +$3.96K +6 +5%
C
3215
Covestor
United Kingdom
$80K +$1.32K +2 +2%
AS
3216
Altshuler Shaham
Israel
$79.9K +$79.9K +121 New
YAL
3217
Your Advocates Ltd
Texas
$75.2K
GG
3218
Greenwood Gearhart
Arkansas
$75.2K +$75.2K +114 New
RCM
3219
Raleigh Capital Management
North Carolina
$74.3K +$71.6K +109 +2,725%
CLOS
3220
Compagnie Lombard Odier SCmA
Switzerland
$72.6K
LWA
3221
Lowe Wealth Advisors
Maryland
$71.9K -$13.2K -20 -16%
PA
3222
PSI Advisors
Florida
$71.9K -$3.96K -6 -5%
A
3223
AJOVista
Massachusetts
$71.9K +$71.9K +109 New
GWSA
3224
Global Wealth Strategies & Associates
Colorado
$70.6K
POIA
3225
Pin Oak Investment Advisors
Texas
$68K