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Costco

3,311 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, 1,207 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,311
Holders Change
+261
Holders Change %
+8.56%
% of All Funds
48.55%
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
1,207
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 %
DFA
3226
DHJJ Financial Advisors
Illinois
$66K
IRC
3227
Investors Research Corp
Georgia
$64.7K -$18.5K -28 -22%
CTWM
3228
Cherry Tree Wealth Management
Minnesota
$63K
TWP
3229
TFO Wealth Partners
Ohio
$62.7K -$24.4K -37 -28%
PSB
3230
Piscataqua Savings Bank
New Hampshire
$62.7K
KWAG
3231
Kiely Wealth Advisory Group
North Carolina
$59.5K +$59.5K +87 New
SOW
3232
State of Wyoming
Wyoming
$57.4K
CPA
3233
Clear Point Advisors
New York
$53.9K +$53.9K +82 New
MS
3234
Mizuho Securities
Japan
$52.8K -$59.4K -90 -53%
AWM
3235
Avondale Wealth Management
Texas
$51.5K
FWM
3236
Focused Wealth Management
New York
$50.2K
AW
3237
Avion Wealth
Texas
$48K +$2.67K +4 +6%
IHWM
3238
Iron Horse Wealth Management
Iowa
$47.5K -$11.2K -17 -19%
TSW
3239
Thompson Siegel & Walmsley
Virginia
$46K
CTB
3240
Country Trust Bank
Illinois
$43.6K
CC
3241
Centiva Capital
New York
$42.2K -$84.5K -128 -67%
VWA
3242
Valued Wealth Advisors
Utah
$42K +$42K +74 New
SFCL
3243
Strengthening Families & Communities LLC
Massachusetts
$39.3K -$49.9K -75 -56%
SGC
3244
Slocum, Gordon & Co
Rhode Island
$38.3K
TWD
3245
True Wealth Design
Ohio
$37K
DCP
3246
DSM Capital Partners
Florida
$36.3K +$36.3K +55 New
CM
3247
Capula Management
Cayman Islands
$34.3K -$203K -308 -86%
SC
3248
Steph & Co
Wisconsin
$34.3K -$14.5K -22 -30%
DWA
3249
Dougherty Wealth Advisers
Minnesota
$34.3K
FFL
3250
Financial Freedom LLC
Ohio
$33.3K