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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 %
FAIM
826
Financial Advocates Investment Management
Washington
$7.98M +$253K +384 +3%
KWMG
827
King Wealth Management Group
Florida
$7.97M +$80.5K +122 +1%
NP
828
Nilsine Partners
Colorado
$7.96M -$38.3K -58 -0.5%
BCPWM
829
Bradley & Co Private Wealth Management
Florida
$7.95M -$2.64K -4 -0%
MA
830
McBroom & Associates
Nevada
$7.88M -$228K -346 -3%
WPP
831
Whalerock Point Partners
Rhode Island
$7.86M -$189K -287 -2%
PBF
832
Petix & Botte Financial
California
$7.86M +$1.32K +2 +0%
SEEDPG
833
S.E.E.D. Planning Group
New York
$7.86M -$984K -1,490 -11%
SIAP
834
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.82M -$139K -210 -2%
BWL
835
Bogart Wealth LLC
Virginia
$7.8M +$545K +826 +8%
BA
836
Baugh & Associates
Georgia
$7.79M +$52.1K +79 +0.7%
KJHP
837
K.J. Harrison & Partners
Ontario, Canada
$7.78M -$3.96K -6 -0.1%
DSC
838
Duncker Streett & Co
Missouri
$7.76M -$135K -204 -2%
PCOC
839
Power Corp of Canada
Canada
$7.76M -$3.15M -4,765 -29%
CG
840
Carmignac Gestion
France
$7.76M +$4.94M +7,485 +175%
MWM
841
Moran Wealth Management
Florida
$7.71M -$472K -715 -6%
ANHIM
842
Alan N. Hoffman Investment Management
Massachusetts
$7.71M -$260K -394 -3%
TCM
843
Telos Capital Management
California
$7.69M -$54.1K -82 -0.7%
GAM
844
Gotham Asset Management
New York
$7.68M -$1.03M -1,565 -12%
BFC
845
Blue Fin Capital
Rhode Island
$7.66M +$97.7K +148 +1%
RDWM
846
Red Door Wealth Management
Tennessee
$7.65M +$422K +639 +6%
SC
847
Syon Capital
California
$7.64M +$4.86M +7,364 +175%
NF
848
Nikulski Financial
Iowa
$7.63M +$230K +348 +3%
FI
849
FJ Investments
Utah
$7.63M +$7.63M +11,558 New
CWA
850
Clarity Wealth Advisors
California
$7.6M -$89.1K -135 -1%