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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 %
SW
776
SlateStone Wealth
Florida
$8.86M +$60.1K +91 +0.7%
TWM
777
TLW Wealth Management
Florida
$8.83M +$18.5K +28 +0.2%
Lazard Asset Management
778
Lazard Asset Management
New York
$8.82M -$6.6K -10 -0.1%
USAA
779
United Services Automobile Association
Texas
$8.81M +$869K +1,317 +11%
SCM
780
Schnieders Capital Management
California
$8.8M -$2.91M -4,414 -25%
KC
781
Kingfisher Capital
North Carolina
$8.8M -$178K -269 -2%
IA
782
IFP Advisors
Florida
$8.8M +$14.5K +22 +0.2%
MWM
783
Marietta Wealth Management
Georgia
$8.75M -$67.3K -102 -0.8%
TCBWMS
784
Texas Capital Bank Wealth Management Services
Texas
$8.72M -$738K -1,118 -8%
KHLMVGHM
785
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.72M -$6.1M -9,048 -41%
BB
786
Busey Bank
Illinois
$8.72M -$3.3K -5 -0%
GRP
787
Global Retirement Partners
California
$8.68M +$1.36K +2 +0%
LI
788
LMCG Investments
Massachusetts
$8.63M -$465K -704 -5%
GCL
789
Gouws Capital LLC
North Carolina
$8.63M -$37.6K -57 -0.4%
AMM
790
American Money Management
California
$8.61M -$39.6K -60 -0.5%
AIMCA
791
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.58M
BL
792
BFSG LLC
California
$8.56M -$49.5K -75 -0.6%
PRC
793
Pearl River Capital
Michigan
$8.56M +$5.67M +8,593 +197%
DIM
794
DLK Investment Management
California
$8.54M +$8.54M +12,936 New
HWM
795
HB Wealth Management
Georgia
$8.49M +$241K +365 +3%
NA
796
Navellier & Associates
Nevada
$8.49M +$680K +1,030 +9%
VIP
797
Vantage Investment Partners
Missouri
$8.47M +$2.54M +3,853 +43%
GGI
798
GPM Growth Investors
Michigan
$8.45M -$127K -192 -1%
GIM
799
Goelzer Investment Management
Indiana
$8.41M +$151K +229 +2%
GBA
800
Garrison Bradford & Associates
New York
$8.4M +$66K +100 +0.8%