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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.

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 Market Value Shares Shares
Change
Shares
Change %
QL
3251
Quarry LP
New York
$33K 50 -123 -71%
SFA
3252
Semmax Financial Advisors
North Carolina
$31.5K 44 +34 +340%
AP
3253
Aspect Partners
Virginia
$31K 47 +47 New
WIA
3254
Wetzel Investment Advisors
Indiana
$30K 45 +45 New
MBFW
3255
Morton Brown Family Wealth
Pennsylvania
$29.8K 45 +30 +200%
HCA
3256
Heck Capital Advisors
Wisconsin
$29.7K 45
NSG
3257
Nalls Sherbakoff Group
Tennessee
$29.7K 45
APC
3258
Aspire Private Capital
North Carolina
$27.1K 41 -50 -55%
WFA
3259
West Financial Advisors
Iowa
$27.1K 41
BC
3260
Barrett & Company
Rhode Island
$26.4K 40
SA
3261
SRH Advisors
Kansas
$26.4K 40
FRA
3262
Frank Rimerman Advisors
California
$26.4K 40 +40 New
RG
3263
Richelieu Gestion
France
$25K 38 +38 New
SSG
3264
Summit Securities Group
New York
$24K 36 -14 -28%
CWA
3265
Core Wealth Advisors
Florida
$23.8K 36 +16 +80%
BSC
3266
Brown Shipley & Co
United Kingdom
$23.1K 35
RWM
3267
Ruedi Wealth Management
Illinois
$22.5K 34 +6 +21%
PS
3268
PayPay Securities
Japan
$21.4K 32 +14 +78%
RL
3269
Rogco LP
Oklahoma
$21.1K 32
EPW
3270
Evergreen Private Wealth
Colorado
$21.1K 32 +32 New
CWM
3271
CarsonAllaria Wealth Management
Illinois
$20.5K 31 +11 +55%
LG
3272
LAM Group
Oregon
$19.8K 30
LOIP
3273
Live Oak Investment Partners
Texas
AWM
3274
Able Wealth Management
New Jersey
$19.3K 29 +29 New
AFWM
3275
Abich Financial Wealth Management
Virginia
$19.1K 29 +29 New