COST icon

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 %
AFWM
3276
Abich Financial Wealth Management
Virginia
$19.1K +$19.1K +29 New
EA
3277
Evolution Advisers
Virginia
$18K
DPW
3278
DiNuzzo Private Wealth
Pennsylvania
$17.8K +$17.8K +27 New
RCM
3279
Richardson Capital Management
Wisconsin
$17.8K +$17.8K +27 New
DWA
3280
Delos Wealth Advisors
Texas
$17.2K
CW
3281
Cooksen Wealth
Texas
$16.5K +$16.5K +25 New
PWM
3282
Partnership Wealth Management
Maryland
$16K +$16K +23 New
GIS
3283
Grayhawk Investment Strategies
Alberta, Canada
$15.8K
CIR
3284
Clear Investment Research
Georgia
$15.8K +$15.8K +24 New
FFA
3285
Frazier Financial Advisors
Ohio
$14.5K +$14.5K +22 New
RDIA
3286
RE Dickinson Investment Advisors
Iowa
$14K +$667 +1 +5%
PA
3287
Pineridge Advisors
Missouri
$13.9K +$13.9K +21 New
FW
3288
Fairway Wealth
Ohio
$13.5K +$13.5K +20 New
DEM
3289
Disciplined Equity Management
Florida
$13.2K
AIM
3290
Access Investment Management
Georgia
$13.2K +$13.2K +20 New
MFA
3291
McClarren Financial Advisors
Pennsylvania
$12K
LFA
3292
Level Financial Advisors
New York
$11.9K
HC
3293
Hoese & Co
Minnesota
$11.3K
NMM
3294
Naples Money Management
Florida
$11.2K +$11.2K +17 New
NF
3295
Norwood Financial
Pennsylvania
$9.9K
KSWA
3296
Kathleen S. Wright Associates
Pennsylvania
$9.9K +$9.9K +15 New
LIM
3297
Longfellow Investment Management
Massachusetts
$8.58K
BFA
3298
BBJS Financial Advisors
Washington
$7.92K
MDCM
3299
Morgan Dempsey Capital Management
Wisconsin
$7.26K
KFP
3300
Keener Financial Planning
Texas
$7K +$7K +11 New