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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 %
BCP
451
Blue Chip Partners
Michigan
$22.6M +$884K +1,340 +4%
AAS
452
Annex Advisory Services
Wisconsin
$22.6M +$2.12M +3,216 +10%
HIC
453
Harvey Investment Company
Kentucky
$22.5M -$809K -1,225 -3%
SW
454
SVB Wealth
Massachusetts
$22.5M -$6.77M -10,253 -23%
GLA
455
Great Lakes Advisors
Illinois
$22.4M +$1.6M +2,424 +8%
PFP
456
Pinnacle Financial Partners
Tennessee
$21.9M -$40.9K -62 -0.2%
ACM
457
Advisors Capital Management
New Jersey
$21.9M +$170K +257 +0.8%
WT
458
Washington Trust
Rhode Island
$21.9M -$293K -444 -1%
KJWM
459
Kiley Juergens Wealth Management
Washington
$21.8M -$314K -476 -1%
CA
460
Cornerstone Advisors
North Carolina
$21.8M -$2.97M -4,500 -12%
AC
461
Abbrea Capital
California
$21.6M +$227K +337 +1%
JEST
462
JTC Employer Solutions Trustee
Jersey
$21.5M
IAA
463
Independent Advisor Alliance
North Carolina
$21.4M +$975K +1,477 +5%
ACIM
464
Azimuth Capital Investment Management
Michigan
$21.3M -$139K -210 -0.6%
GGS
465
Galvin Gaustad & Stein
Arizona
$21.3M -$1.74M -2,635 -8%
ZIM
466
Zacks Investment Management
Illinois
$21.2M -$1.66M -2,510 -7%
VHAM
467
Van Hulzen Asset Management
California
$21.2M -$127K -193 -0.6%
SIMG
468
Sonora Investment Management Group
Arizona
$21.2M -$168K -255 -0.8%
DAC
469
Dividend Assets Capital
South Carolina
$21.2M -$182K -276 -0.9%
HAFG
470
Hansen & Associates Financial Group
California
$21.1M +$21.1M +29,744 New
QIM
471
Quantitative Investment Management
Virginia
$21.1M +$13.3M +20,153 +172%
RPGK
472
Retirement Planning Group (Kansas)
Kansas
$21M +$20.8M +31,473 +7,968%
ZAM
473
Zevin Asset Management
Massachusetts
$21M +$110K +167 +0.5%
BA
474
Bristlecone Advisors
Washington
$21M +$918K +1,391 +5%
MC
475
Middleton & Co
Massachusetts
$20.7M -$341K -517 -2%