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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 %
GCM
651
Graham Capital Management
Connecticut
$12.1M +$370K +560 +3%
EH
652
Equitable Holdings
New York
$12.1M +$1.41M +2,134 +13%
CCM
653
Conway Capital Management
California
$12.1M +$4.62K +7 +0%
FNBOMD
654
First National Bank of Mount Dora
Florida
$12.1M +$56.1K +85 +0.5%
USCWA
655
U.S. Capital Wealth Advisors
Texas
$12.1M +$7.92K +12 +0.1%
WDA
656
Wendell David Associates
New Hampshire
$12.1M +$458K +694 +4%
JAFL
657
Jay A. Fishman Ltd
Michigan
$12.1M -$660K -1,000 -5%
CBT
658
Central Bank & Trust
Kentucky
$12.1M -$108K -164 -0.9%
AC
659
Addenda Capital
Quebec, Canada
$12.1M -$927K -1,378 -7%
MCWS
660
McKinley Carter Wealth Services
West Virginia
$12M +$694K +1,051 +6%
SWM
661
Stockman Wealth Management
Montana
$12M +$108K +164 +0.9%
SFI
662
Siemens Fonds Invest
Germany
$12M +$3.23M +4,898 +37%
ECM
663
Empirical Capital Management
Tennessee
$11.9M +$11.9M +18,100 New
FMTC
664
Farmers & Merchants Trust Company
California
$11.9M -$118K -179 -1%
MLICM
665
Metropolitan Life Insurance Company (MetLife)
New York
$11.9M -$206K -312 -2%
IWC
666
Integrated Wealth Concepts
Massachusetts
$11.8M +$308K +466 +3%
PFS
667
Prospera Financial Services
Texas
$11.7M -$534K -809 -4%
LA
668
Lakeside Advisors
Washington
$11.6M -$73.3K -111 -0.6%
BCM
669
Brookstone Capital Management
Illinois
$11.5M +$56.8K +86 +0.5%
WWM
670
Western Wealth Management
Colorado
$11.5M +$162K +246 +1%
RCM
671
RB Capital Management
Nevada
$11.4M +$97.7K +148 +0.9%
TBA
672
Tower Bridge Advisors
Pennsylvania
$11.4M -$42.2K -64 -0.4%
JSA
673
Jacobson & Schmitt Advisors
Wisconsin
$11.4M -$2.67M -4,043 -19%
WCWM
674
Willow Creek Wealth Management
California
$11.4M +$195K +295 +2%
First Manhattan
675
First Manhattan
New York
$11.4M -$17.8K -27 -0.2%