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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 %
WC
701
Whitney & Co
New York
$10.4M +$48.8K +74 +0.5%
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$10.4M -$5.28K -8 -0.1%
KRSITF
703
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.4M +$189K +287 +2%
LMKC
704
L.M. Kohn & Company
Ohio
$10.4M +$201K +305 +2%
UC
705
Unio Capital
New Jersey
$10.4M -$33K -50 -0.3%
RCW
706
Rheos Capital Works
Japan
$10.4M +$5.08M +7,700 +96%
GW
707
GW & Wade
Massachusetts
$10.4M +$686K +1,039 +7%
WHG
708
Westwood Holdings Group
Texas
$10.4M -$1.84M -2,795 -15%
SIC
709
Sigma Investment Counselors
Michigan
$10.4M +$106K +160 +1%
AWM
710
Axxcess Wealth Management
California
$10.3M +$783K +1,187 +8%
Assenagon Asset Management
711
Assenagon Asset Management
Luxembourg
$10.3M -$171M -258,314 -94%
O
712
Ossiam
France
$10.3M -$49.9M -75,523 -83%
ETC
713
Exchange Traded Concepts
Oklahoma
$10.3M -$367K -556 -3%
KNW
714
Kesler Norman & Wride
Utah
$10.2M -$579K -877 -5%
LGG
715
Luts & Greenleigh Group
Maryland
$10.2M -$51.5K -78 -0.5%
OIA
716
OneDigital Investment Advisors
Kansas
$10.2M +$1.94M +2,946 +24%
EF
717
Empirical Finance
Pennsylvania
$10.2M +$29.7K +45 +0.3%
Credit Agricole
718
Credit Agricole
France
$10.2M +$5.11M +7,741 +101%
ORI
719
Oak Ridge Investments
Illinois
$10.1M +$21.8K +33 +0.2%
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$10.1M -$26.4K -40 -0.3%
KA
721
Kozak & Associates
Colorado
$10.1M +$2.09M +3,066 +26%
Fidelity International
722
Fidelity International
Bermuda
$10.1M +$1.24M +1,871 +14%
NG
723
NWK Group
California
$10.1M +$174K +263 +2%
FCP
724
Fidelis Capital Partners
Florida
$10M +$1.08M +1,640 +12%
PWS
725
Peterson Wealth Services
Utah
$10M +$10M +15,162 New