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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 %
WAM
801
Wilsey Asset Management
California
$8.38M -$2.97M -4,500 -26%
TTWM
802
TCV Trust & Wealth Management
Virginia
$8.33M -$52.1K -79 -0.6%
OPCM
803
Osborne Partners Capital Management
California
$8.32M +$67.3K +102 +0.8%
DC
804
Defender Capital
North Carolina
$8.31M -$2.02M -3,054 -20%
SG Americas Securities
805
SG Americas Securities
New York
$8.29M -$10.1M -15,305 -55%
BIM
806
Bridges Investment Management
Nebraska
$8.29M +$224K +339 +3%
TFS
807
Thoroughbred Financial Services
Tennessee
$8.26M +$1.05M +1,595 +15%
VCM
808
Vision Capital Management
Oregon
$8.25M +$54.1K +82 +0.7%
PCM
809
Palisade Capital Management
New Jersey
$8.25M -$39.6K -60 -0.5%
MFG
810
Merit Financial Group
Georgia
$8.22M -$2.21M -3,341 -21%
MCM
811
Mitchell Capital Management
Kansas
$8.22M +$124K +188 +2%
1SB
812
1ST Source Bank
Indiana
$8.22M -$66.7K -101 -0.8%
FTDI
813
First Trust Direct Indexing
Massachusetts
$8.2M +$820K +1,243 +11%
KA
814
Kercheville Advisors
Texas
$8.2M -$5.94K -9 -0.1%
CL
815
Choreo LLC
Illinois
$8.18M +$1.83M +2,715 +29%
ATPW
816
Ashton Thomas Private Wealth
Arizona
$8.17M +$17.8K +27 +0.2%
QIM
817
Quest Investment Management
Oregon
$8.16M -$6.27M -9,505 -43%
BIA
818
Biondo Investment Advisors
Pennsylvania
$8.14M +$341K +516 +4%
AG
819
Ascent Group
Virginia
$8.13M +$208K +288 +3%
CCB
820
Country Club Bank
Missouri
$8.12M -$180K -271 -2%
GAB
821
German American Bancorp
Indiana
$8.07M +$279K +422 +4%
HW
822
Hancock Whitney
Mississippi
$8.06M -$105K -159 -1%
RP
823
Rice Partnership
Hawaii
$8M +$249K +377 +3%
B
824
Bensler
Washington
$7.99M +$57.4K +87 +0.7%
S
825
SignatureFD
Georgia
$7.98M +$253K +384 +3%