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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 %
ESBC
951
E.S. Barr & Co
Kentucky
$5.93M -$49.5K -75 -0.8%
SMFG
952
Sumitomo Mitsui Financial Group
Japan
$5.92M +$552K +836 +10%
DWT
953
Dorsey & Whitney Trust
South Dakota
$5.91M +$855K +1,295 +17%
CI
954
CX Institutional
Indiana
$5.91M -$280K -424 -5%
CCM
955
Consolidated Capital Management
California
$5.89M +$97.7K +148 +2%
BPC
956
Banque Pictet & Cie
Switzerland
$5.89M -$7.52M -11,396 -56%
CT
957
Colonial Trust
South Carolina
$5.88M -$3.96K -6 -0.1%
Temasek Holdings
958
Temasek Holdings
Singapore
$5.87M +$2.72M +4,125 +87%
GLR
959
Great Lakes Retirement
Ohio
$5.85M +$54.8K +83 +0.9%
HBT
960
Hills Bank & Trust
Iowa
$5.83M -$28.4K -43 -0.5%
JPWM
961
Jamison Private Wealth Management
Georgia
$5.83M +$548K +830 +10%
TCOO
962
Trust Company of Oklahoma
Oklahoma
$5.82M -$187K -283 -3%
GWSG
963
GPS Wealth Strategies Group
Colorado
$5.8M +$203K +307 +4%
ST
964
Spinnaker Trust
Maine
$5.79M +$162K +245 +3%
HR
965
Howe & Rusling
New York
$5.78M +$85.8K +130 +2%
VA
966
Vident Advisory
Georgia
$5.78M -$366K -555 -6%
LA
967
LM Advisors
California
$5.76M +$5.76M +8,732 New
LFAS
968
Level Four Advisory Services
Texas
$5.76M +$506K +767 +10%
OCM
969
One Capital Management
California
$5.76M -$309K -468 -5%
FHB
970
First Hawaiian Bank
Hawaii
$5.76M -$1.19M -1,800 -17%
CIA
971
Choate Investment Advisors
Massachusetts
$5.76M +$1.16M +1,762 +25%
AAM
972
Auxier Asset Management
Oregon
$5.75M -$201K -304 -3%
DIA
973
Dana Investment Advisors
Wisconsin
$5.74M +$360K +546 +7%
TAMH
974
Taikang Asset Management (HK)
Hong Kong
$5.73M +$1.01M +1,531 +21%
MWM
975
Mission Wealth Management
California
$5.73M +$339K +513 +6%