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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 %
P
851
Pitcairn
Pennsylvania
$7.54M +$124K +188 +2%
SVCP
852
Silicon Valley Capital Partners
California
$7.53M -$58.1K -88 -0.8%
CAM
853
Cypress Asset Management
Texas
$7.51M -$37K -56 -0.5%
SC
854
Savant Capital
Illinois
$7.5M +$731K +1,108 +11%
GI
855
GAMCO Investors
Connecticut
$7.5M +$10.6K +16 +0.1%
NCM
856
Nelson Capital Management
California
$7.49M -$376K -569 -5%
NSIM
857
North Star Investment Management
Illinois
$7.49M -$3.96K -6 -0.1%
SB
858
Simmons Bank
Arkansas
$7.49M +$476K +721 +7%
SPG
859
Strategic Planning Group
Utah
$7.46M +$7.46M +11,302 New
HZ
860
Hixon Zuercher
Ohio
$7.43M -$1.26M -1,902 -14%
BWM
861
Buckley Wealth Management
Nevada
$7.42M -$35K -53 -0.5%
RMCM
862
Reynders McVeigh Capital Management
Massachusetts
$7.4M -$199K -302 -3%
SLI
863
Sumitomo Life Insurance
Japan
$7.4M +$3.1M +4,696 +72%
TYCC
864
Texas Yale Capital Corp
Florida
$7.35M -$140K -212 -2%
CCM
865
Carderock Capital Management
Maryland
$7.34M -$123K -186 -2%
TCM
866
Teza Capital Management
Illinois
$7.31M -$1.43M -2,170 -16%
MYAM
867
Meiji Yasuda Asset Management
Japan
$7.31M +$2.67M +4,051 +58%
SIC
868
SFE Investment Counsel
California
$7.31M -$165K -250 -2%
NP
869
NorthRock Partners
Minnesota
$7.28M +$3.55M +5,262 +95%
NWM
870
Nicola Wealth Management
British Columbia, Canada
$7.26M
NCM
871
New Capital Management
Texas
$7.24M +$99K +150 +1%
SSA
872
Sierra Summit Advisors
Nevada
$7.22M +$7.22M +10,941 New
PMEF
873
Point72 Middle East FZE
United Arab Emirates
$7.13M +$7.13M +10,806 New
HCM
874
Hollencrest Capital Management
California
$7.13M +$178K +270 +3%
RFA
875
ROI Financial Advisors
Oregon
$7.12M +$7.12M +10,790 New