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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 %
VMPIC
476
Varma Mutual Pension Insurance Co
Finland
$20.7M +$15.3M +23,229 +284%
CI
477
Capital International
California
$20.7M +$26.4K +40 +0.1%
MFAM
478
Motley Fool Asset Management
Virginia
$20.7M +$484K +733 +2%
ACI
479
Alpha Cubed Investments
California
$20.7M +$890K +1,349 +5%
H
480
HoyleCohen
California
$20.6M +$425K +644 +2%
FMI
481
Factory Mutual Insurance
Massachusetts
$20.6M -$4.82M -7,300 -19%
BFIM
482
Beese Fulmer Investment Management
Ohio
$20.5M -$6.6K -10 -0%
RIL
483
Rothschild Investment LLC
Illinois
$20.5M +$401K +607 +2%
WTB
484
Washington Trust Bank
Washington
$20.4M -$853K -1,293 -4%
AA
485
Auxano Advisors
Washington
$20.4M -$202K -306 -1%
CGPCS
486
Capital Group Private Client Services
California
$20.2M -$1.68M -2,545 -8%
AFG
487
Albion Financial Group
Utah
$20.1M +$462K +700 +2%
DILIC
488
Dai-ichi Life Insurance Company
Japan
$20M +$1.16M +1,751 +6%
TAM
489
Taurus Asset Management
New York
$19.9M -$95.1K -144 -0.5%
BWP
490
Barlow Wealth Partners
Kentucky
$19.8M +$19.8M +29,990 New
Verition Fund Management
491
Verition Fund Management
Connecticut
$19.8M +$9.61M +14,554 +94%
AAS
492
Avantax Advisory Services
Texas
$19.8M +$379K +574 +2%
WAM
493
Weatherly Asset Management
California
$19.7M -$52.6K -78 -0.3%
HIMCH
494
Hartford Investment Management Co (HIMCO)
Connecticut
$19.7M -$242K -367 -1%
HPG
495
Harvest Portfolios Group
Ontario, Canada
$19.6M -$1.95M -2,949 -9%
EWA
496
Exencial Wealth Advisors
Oklahoma
$19.6M -$4.56M -6,912 -19%
JC
497
Jacobs & Co
California
$19.5M -$284K -430 -1%
WTC
498
WhitTier Trust Company
Nevada
$19.5M -$25.1K -38 -0.1%
Focus Partners Wealth
499
Focus Partners Wealth
Massachusetts
$19.3M +$19.3M +29,311 New
LGF
500
LGT Group Foundation
Liechtenstein
$19.3M -$3.03M -4,563 -14%