COST icon

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 %
RFMS
901
RWQ Financial Management Services
Florida
$6.67M +$4.27M +6,474 +179%
BIM
902
Baldwin Investment Management
Pennsylvania
$6.66M +$69.3K +105 +1%
WANY
903
Wealthspire Advisors (New York)
New York
$6.65M +$1.08M +1,631 +19%
MA
904
Mutual Advisors
Nebraska
$6.65M -$68K -103 -1%
JAG
905
Journey Advisory Group
Kentucky
$6.64M +$367K +556 +6%
BAM
906
Bell Asset Management
Australia
$6.62M -$1.1M -1,668 -14%
MWA
907
Meridian Wealth Advisors
Texas
$6.62M +$113K +171 +2%
CLGM
908
Capitolis Liquid Global Markets
New York
$6.6M +$6.6M +10,000 New
HIC
909
Hartline Investment Corp
Illinois
$6.6M
IWM
910
IHT Wealth Management
Illinois
$6.59M +$412K +624 +7%
SS
911
Simplicity Solutions
Minnesota
$6.57M -$83.2K -126 -1%
DPAM
912
Degroof Petercam Asset Management
Belgium
$6.57M +$6.57M +9,950 New
Jones Financial Companies
913
Jones Financial Companies
Missouri
$6.54M +$281K +426 +4%
WB
914
WesBanco Bank
West Virginia
$6.51M -$936K -1,418 -13%
NCM
915
Narwhal Capital Management
Georgia
$6.51M -$1.23M -1,863 -16%
BCA
916
Bray Capital Advisors
Florida
$6.5M -$10.6K -16 -0.2%
HC
917
Hendley & Co
Ohio
$6.5M -$87.1K -132 -1%
CCFCSB
918
Cape Cod Five Cents Savings Bank
Massachusetts
$6.49M -$6.64M -10,066 -51%
MG
919
Mather Group
Illinois
$6.49M +$152K +231 +2%
SCM
920
Sitrin Capital Management
California
$6.49M -$108K -163 -2%
WCM
921
Weik Capital Management
Pennsylvania
$6.48M -$75.9K -115 -1%
AT
922
American Trust
Kentucky
$6.45M +$231K +350 +4%
BP
923
Ballentine Partners
Massachusetts
$6.37M +$292K +442 +5%
LPT
924
Legacy Private Trust
Wisconsin
$6.34M -$15.8K -24 -0.2%
BAAM
925
Baker Avenue Asset Management
California
$6.32M +$1.78M +2,691 +39%