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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 %
GVAG
751
Great Valley Advisor Group
Delaware
$9.46M +$564K +854 +6%
PA
752
Perennial Advisors
New York
$9.42M +$58.8K +89 +0.6%
FFWA
753
FRG Family Wealth Advisors
Washington
$9.4M -$48.8K -74 -0.5%
GIM
754
Generate Investment Management
New Zealand
$9.36M +$9.36M +14,185 New
BBL
755
Beck Bode LLC
Massachusetts
$9.36M +$443K +671 +5%
BEAM
756
Baker Ellis Asset Management
Washington
$9.35M +$6.6K +10 +0.1%
RMC
757
Resources Management Corp
Connecticut
$9.34M -$300K -455 -3%
WB
758
Webster Bank
Connecticut
$9.33M +$77.9K +118 +0.8%
NEI
759
Northwest & Ethical Investments
Ontario, Canada
$9.33M -$850K -1,287 -8%
TF
760
Tompkins Financial
New York
$9.29M -$10.6K -16 -0.1%
VFA
761
Valeo Financial Advisors
Indiana
$9.26M +$314K +476 +4%
CIA
762
Covington Investment Advisors
Pennsylvania
$9.26M +$6.6K +10 +0.1%
NMIMC
763
Northwestern Mutual Investment Management Company
Wisconsin
$9.25M +$17.8K +27 +0.2%
NW
764
NewEdge Wealth
Pennsylvania
$9.24M +$438K +663 +5%
WIM
765
WealthPlan Investment Management
Nebraska
$9.22M -$61.4K -93 -0.7%
CIP
766
Chartwell Investment Partners
Pennsylvania
$9.16M +$300K +454 +3%
WP
767
WealthPLAN Partners
Nebraska
$9.15M +$302K +458 +3%
EW
768
Evexia Wealth
Wisconsin
$9.15M +$106K +150 +1%
TCA
769
Trifecta Capital Advisors
Illinois
$9.14M +$200K +303 +2%
SCA
770
Stokes Capital Advisors
South Carolina
$9.06M +$389K +590 +4%
UIM
771
USS Investment Management
United Kingdom
$9.05M -$7.06M -10,700 -44%
BP
772
Broadleaf Partners
Ohio
$9M -$41.6K -63 -0.5%
TAM
773
Thematics Asset Management
France
$9M -$1.9M -2,876 -17%
BFO
774
Boston Family Office
Massachusetts
$8.99M -$416K -630 -4%
GIA
775
Gladstone Institutional Advisory
Florida
$8.86M -$261K -395 -3%