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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 %
FFP
626
FourThought Financial Partners
Florida
$13.2M -$141K -214 -1%
TAM
627
Tocqueville Asset Management
New York
$13.1M -$300K -455 -2%
GIA
628
GHP Investment Advisors
Colorado
$13.1M -$99K -150 -0.8%
ERWM
629
Elk River Wealth Management
Colorado
$13.1M +$33.8K +50 +0.3%
MIG
630
McGuire Investment Group
Rhode Island
$12.9M +$56.1K +85 +0.4%
DWP
631
Daymark Wealth Partners
Ohio
$12.8M -$121K -184 -0.9%
FFN
632
Focus Financial Network
Minnesota
$12.8M +$6.3M +9,330 +97%
PAS
633
Park Avenue Securities
New York
$12.7M +$822K +1,246 +7%
TF
634
Talbot Financial
Washington
$12.7M +$3.02M +4,570 +31%
HWM
635
HFR Wealth Management
New York
$12.7M
NB
636
NBT Bank
New York
$12.7M +$171K +259 +1%
TSS
637
Thomas Story & Son
Indiana
$12.7M -$3.3K -5 -0%
RCM
638
Regency Capital Management
Hawaii
$12.6M +$296K +448 +2%
MGIM
639
M&G Investment Management
United Kingdom
$12.6M +$55.4K +84 +0.4%
PIM
640
Progressive Investment Management
Oregon
$12.5M -$40.9K -62 -0.3%
SW
641
SteelPeak Wealth
California
$12.5M +$7.05M +10,681 +129%
BCAM
642
Boston Common Asset Management
Massachusetts
$12.5M -$595K -902 -5%
HAG
643
HighPoint Advisor Group
Illinois
$12.4M +$12.4M +16,961 New
CAM
644
Cozad Asset Management
Illinois
$12.3M +$52.8K +80 +0.4%
AA
645
ALPS Advisors
Colorado
$12.3M -$32.3K -49 -0.3%
CTI
646
Community Trust & Investment
Kentucky
$12.2M -$110K -166 -0.9%
JWM
647
Jackson Wealth Management
Florida
$12.2M +$259K +393 +2%
BSW
648
Buckingham Strategic Wealth
Missouri
$12.2M +$339K +513 +3%
M
649
MOTCO
Texas
$12.2M -$254K -385 -2%
SWIG
650
Strategic Wealth Investment Group
Kentucky
$12.2M +$1.3M +1,977 +12%