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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 %
RJT
576
Raymond James Trust
Florida
$14.8M +$1.21M +1,833 +9%
FSA
577
Franklin Street Advisors
North Carolina
$14.8M +$787K +1,193 +6%
BFA
578
Bragg Financial Advisors
North Carolina
$14.7M -$450K -682 -3%
DAS
579
Dynamic Advisor Solutions
Arizona
$14.6M +$5.5M +8,384 +60%
CT
580
Cambridge Trust
Massachusetts
$14.6M -$88.5K -134 -0.6%
FWTB
581
First Western Trust Bank
Colorado
$14.5M -$331K -501 -2%
Jacobs Levy Equity Management
582
Jacobs Levy Equity Management
New Jersey
$14.5M +$3.47M +5,254 +31%
LIP
583
Liontrust Investment Partners
United Kingdom
$14.5M +$3.96M +6,000 +38%
CA
584
Cullinan Associates
Kentucky
$14.4M +$611K +926 +4%
NSAM
585
North Star Asset Management
Wisconsin
$14.4M +$163K +247 +1%
BCI
586
Brinker Capital Investments
Pennsylvania
$14.4M +$580K +877 +4%
OPS
587
Orion Portfolio Solutions
Nebraska
$14.4M +$580K +877 +4%
CCA
588
Cobblestone Capital Advisors
New York
$14.4M +$103K +156 +0.7%
CNB
589
Camden National Bank
Maine
$14.3M -$768K -1,164 -5%
PCMK
590
Paragon Capital Management (Kansas)
Kansas
$14.3M -$282K -427 -2%
AAM
591
Advisors Asset Management
Colorado
$14.3M -$290K -439 -2%
MGP
592
Metis Global Partners
California
$14.2M +$1.92M +2,909 +16%
SSB
593
Sandy Spring Bank
Maryland
$14.2M -$294K -446 -2%
AAF
594
Andra AP-fonden
Sweden
$14.1M +$1.98M +3,000 +16%
NG
595
Northstar Group
New York
$14.1M +$75.9K +115 +0.5%
ASN
596
Advisory Services Network
Georgia
$14.1M -$1.03M -1,563 -7%
FHA
597
First Horizon Advisors
Tennessee
$14.1M -$839K -1,271 -6%
CCMINC
598
Cardinal Capital Management Inc (North Carolina)
North Carolina
$14.1M -$310K -470 -2%
MBTD
599
Mechanics Bank - Trust Department
California
$14.1M -$391K -593 -3%
GP
600
Girard Partners
Pennsylvania
$14M -$295K -447 -2%