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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 %
CP
376
Cumberland Partners
Ontario, Canada
$31.8M +$290K +502 +0.9%
TCOV
377
Trust Company of Vermont
Vermont
$31.5M -$1.61M -2,436 -5%
BHIA
378
Birch Hill Investment Advisors
Massachusetts
$31.4M -$1.16M -1,751 -4%
GC
379
Gratus Capital
Georgia
$31.4M -$121K -184 -0.4%
MAM
380
Madison Asset Management
Wisconsin
$31.2M -$568K -860 -2%
RAM
381
Rempart Asset Management
Canada
$31.2M -$605K -917 -2%
TI
382
Trexquant Investment
Connecticut
$31.1M -$7.76M -11,751 -20%
PA
383
Pinnacle Associates
New York
$30.6M +$156K +237 +0.5%
DWM
384
Dakota Wealth Management
Florida
$30.6M +$8.55M +12,909 +39%
YIA
385
YHB Investment Advisors
Connecticut
$30.4M -$1.97M -2,985 -6%
SFA
386
Sequoia Financial Advisors
Ohio
$30.3M +$23.5M +35,529 +342%
PA
387
Parallel Advisors
California
$30.3M +$133K +201 +0.4%
CCM
388
Chilton Capital Management
Texas
$30.3M -$460K -697 -1%
WS
389
Wedbush Securities
California
$29M -$683K -1,035 -2%
MFIM
390
Mesirow Financial Investment Management
Illinois
$28.9M +$28.9M +44,413 New
AIM
391
Achmea Investment Management
Netherlands
$28.8M -$1.68M -2,538 -5%
TMAM
392
Tokio Marine Asset Management
Japan
$28.8M -$3.81M -5,765 -12%
FSCM
393
Front Street Capital Management
Montana
$28.8M -$474K -718 -2%
TA
394
TruWealth Advisors
Louisiana
$28.5M -$42.9K -65 -0.2%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$28.4M +$4.98M +7,552 +21%
ECM
396
Estabrook Capital Management
New York
$28.2M -$645K -977 -2%
FDCP
397
Foster Dykema Cabot & Partners
Massachusetts
$27.9M +$27.9M +41,389 New
MIM
398
Marco Investment Management
Georgia
$27.7M -$488K -739 -2%
UAM
399
UAS Asset Management
New York
$27.2M +$2.6M +3,932 +11%
CPC
400
Cookson Peirce & Co
Pennsylvania
$27.2M +$25.7M +39,002 +1,786%