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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 %
AI
551
Atria Investments
North Carolina
$16.2M -$693K -1,051 -4%
HIMC
552
Heritage Investors Management Corp
Maryland
$16M -$224K -339 -1%
MCG
553
McCollum Christoferson Group
New York
$15.9M -$300K -454 -2%
FWCM
554
Ferguson Wellman Capital Management
Oregon
$15.9M -$1.21M -1,827 -7%
AIMC
555
Alley Investment Management Company
Illinois
$15.9M +$1.42M +2,148 +10%
SC
556
SouthState Corp
Florida
$15.9M -$298K -451 -2%
DI
557
DFPG Investments
Utah
$15.8M +$514K +798 +3%
AF
558
Allworth Financial
California
$15.7M +$4.42M +6,697 +39%
AWM
559
Avitas Wealth Management
California
$15.6M +$421K +638 +3%
JF
560
Jump Financial
Illinois
$15.6M +$6.51M +9,870 +72%
CTC
561
Central Trust Company
Missouri
$15.4M +$16.5K +25 +0.1%
BDA
562
Borer Denton & Associates
Pennsylvania
$15.4M -$99K -150 -0.6%
FP
563
FFG Partners
Florida
$15.3M +$15.3M +23,150 New
NMERB
564
New Mexico Educational Retirement Board
New Mexico
$15.2M
SIC
565
Salem Investment Counselors
North Carolina
$15.2M +$251K +372 +2%
ATC
566
Argent Trust Co
Tennessee
$15.2M +$358K +543 +2%
Wolverine Trading
567
Wolverine Trading
Illinois
$15.2M +$4.73M +7,161 +45%
TW
568
Transform Wealth
Colorado
$15M +$254K +377 +2%
LNC
569
Lincoln National Corp
Pennsylvania
$15M -$88.4K -134 -0.6%
AIP
570
Ameritas Investment Partners
Nebraska
$15M +$117K +178 +0.8%
WC
571
Woodstock Corp
Massachusetts
$14.9M +$67.3K +102 +0.5%
ECM
572
Evergreen Capital Management
Washington
$14.8M +$630K +933 +4%
SWA
573
Stratos Wealth Advisors
Ohio
$14.8M -$87.1K -132 -0.6%
CA
574
CapWealth Advisors
Tennessee
$14.8M -$155K -235 -1%
ISWM
575
Independent Solutions Wealth Management
New York
$14.8M -$1.42M -2,154 -9%