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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 %
AP
676
Appleton Partners
Massachusetts
$11.4M -$592K -897 -5%
NIG
677
NFJ Investment Group
Texas
$11.3M -$1.35M -2,040 -11%
GAM
678
Groupama Asset Management
France
$11.3M +$11.3M +33,730 New
RWM
679
RKL Wealth Management
Pennsylvania
$11.3M +$1.92M +2,904 +20%
MA
680
Montag & Associates
Georgia
$11.2M +$572K +848 +5%
DDC
681
DF Dent & Co
Maryland
$11.1M -$210K -318 -2%
MCM
682
Mattern Capital Management
Colorado
$11.1M +$69.3K +105 +0.6%
SC
683
Slow Capital
California
$11.1M -$53.5K -81 -0.5%
LCM
684
Liberty Capital Management
Michigan
$11.1M -$345K -522 -3%
IIM
685
Ipswich Investment Management
Massachusetts
$11.1M +$79.9K +121 +0.7%
TI
686
Tidal Investments
Wisconsin
$11M +$311K +471 +3%
BJL
687
Brighton Jones LLC
Washington
$11M +$607K +920 +6%
HGERS
688
Householder Group Estate & Retirement Specialist
Arizona
$10.9M +$333K +504 +3%
RWM
689
Ritholtz Wealth Management
New York
$10.9M +$284K +430 +3%
CIM
690
Chapman Investment Management
California
$10.9M +$117K +177 +1%
MWM
691
Meridian Wealth Management
Kentucky
$10.8M +$4.28M +6,486 +66%
HCM
692
Hutner Capital Management
Vermont
$10.7M -$73.9K -112 -0.7%
PIA
693
Petredis Investment Advisors
Pennsylvania
$10.6M -$331K -501 -3%
GT
694
Greenleaf Trust
Michigan
$10.6M +$303K +459 +3%
OAM
695
Oppenheimer Asset Management
New York
$10.6M -$360K -546 -3%
PIP
696
Peachtree Investment Partners
Florida
$10.6M +$777K +1,177 +8%
FNT
697
First National Trust
Pennsylvania
$10.5M -$1.54M -2,331 -13%
MCM
698
McKinley Capital Management
Alaska
$10.5M -$142K -215 -1%
SCM
699
Silvant Capital Management
Georgia
$10.5M -$843K -1,249 -7%
RC
700
Roundview Capital
New Jersey
$10.5M -$132K -200 -1%