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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 %
FPFS
876
First Personal Financial Services
North Carolina
$7.11M -$123K -186 -2%
SWM
877
SeaCrest Wealth Management
New York
$7.05M +$53.1K +81 +0.8%
MVA
878
Mount Vernon Associates
Maryland
$7.05M -$139K -210 -2%
AFA
879
Arlington Financial Advisors
California
$7.02M -$117K -177 -2%
HDIM
880
Hanson & Doremus Investment Management
Vermont
$7M +$146K +221 +2%
KC
881
Knuff & Co
California
$6.99M -$93.1K -141 -1%
KTM
882
Keeler Thomas Management
Utah
$6.98M -$192K -291 -3%
HCM
883
Hodges Capital Management
Texas
$6.97M +$3.59M +5,436 +106%
LT
884
Legacy Trust
Michigan
$6.94M -$197K -298 -3%
CIA
885
Capital Investment Advisors
Georgia
$6.94M +$1.33M +2,011 +24%
SGM
886
Skye Global Management
Florida
$6.93M
HWA
887
HCR Wealth Advisors
California
$6.9M +$1.92M +2,902 +38%
BEI
888
Benjamin Edwards Inc
Missouri
$6.89M +$1.98K +3 +0%
Kovitz Investment Group Partners
889
Kovitz Investment Group Partners
Illinois
$6.87M -$1.3M -1,970 -16%
CCA
890
Checchi Capital Advisers
California
$6.87M +$13.2K +20 +0.2%
BMO
891
Beck Mack & Oliver
New York
$6.85M +$221K +335 +3%
CWP
892
Cyndeo Wealth Partners
Florida
$6.84M +$3.03M +4,592 +80%
GCA
893
Guardian Capital Advisors
Ontario, Canada
$6.81M +$200K +303 +3%
CK
894
Cohen Klingenstein
New York
$6.8M
CCC
895
Chelsea Counsel Company
California
$6.78M -$257K -380 -4%
UF
896
Univest Financial
Pennsylvania
$6.78M -$45.5K -69 -0.7%
FWC
897
First Washington Corp
Washington
$6.74M -$552K -837 -8%
EI
898
Ethic Inc
New York
$6.73M +$992K +1,503 +17%
HCM
899
Howland Capital Management
Massachusetts
$6.72M +$29K +43 +0.4%
WEG
900
World Equity Group
Illinois
$6.7M +$295K +451 +5%