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Costco

3,313 hedge funds and large institutions have $207B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 401 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
3,313
Holders Change
+262
Holders Change %
+8.59%
% 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
401
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 %
FFA
726
First Foundation Advisors
California
$9.93M -$1.28M -1,940 -11%
Fayez Sarofim & Co
727
Fayez Sarofim & Co
Texas
$9.93M +$503K +695 +5%
PA
728
PFG Advisors
Arizona
$9.9M -$11.2K -17 -0.1%
IAN
729
Integrated Advisors Network
Texas
$9.89M +$1.06M +1,601 +12%
SCA
730
Snowden Capital Advisors
New York
$9.85M +$174K +263 +2%
AMCA
731
Arthur M. Cohen & Associates
Illinois
$9.82M -$253K -383 -3%
BFG
732
Berger Financial Group
Minnesota
$9.76M -$176K -267 -2%
NFG
733
Nations Financial Group
Iowa
$9.75M +$1.66M +2,510 +20%
AIP
734
Alapocas Investment Partners
Massachusetts
$9.73M +$18.5K +28 +0.2%
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$9.72M +$223K +338 +2%
RSVP
736
Ramsay Stattman Vela & Price
Colorado
$9.71M -$130K -197 -1%
RMAM
737
Raab & Moskowitz Asset Management
New Jersey
$9.71M +$64K +97 +0.7%
ACA
738
Aptus Capital Advisors
Alabama
$9.7M +$77.9K +118 +0.8%
SI
739
Stephens Inc
Arkansas
$9.7M +$290K +440 +3%
CPA
740
Capital Planning Advisors
California
$9.69M -$102K -155 -1%
VCA
741
Verdence Capital Advisors
Maryland
$9.67M -$170K -257 -2%
HFM
742
Hartford Financial Management
Connecticut
$9.66M -$26.4K -40 -0.3%
TCOK
743
Trust Company of Kansas
Kansas
$9.65M -$151K -228 -2%
SFS
744
Sowell Financial Services
Arkansas
$9.62M +$819K +1,214 +9%
KCM
745
Kanawha Capital Management
Virginia
$9.6M +$48.2K +73 +0.5%
LSIA
746
LaSalle St. Investment Advisors
Illinois
$9.54M +$700K +106 +8%
JWBC
747
J.W. Burns & Co
New York
$9.5M -$53.5K -81 -0.6%
BCM
748
Barometer Capital Management
Ontario, Canada
$9.49M +$9.49M +14,405 New
VIM
749
Vinva Investment Management
Australia
$9.48M +$822K +1,239 +9%
PWM
750
Purus Wealth Management
California
$9.46M +$86.5K +131 +0.9%