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 %
ZCI
976
Zevenbergen Capital Investments
Washington
$5.72M +$49.5K +75 +0.9%
CT
977
Coastline Trust
Rhode Island
$5.72M +$698K +1,057 +14%
CWM
978
Chronos Wealth Management
Florida
$5.71M -$135K -205 -2%
CCG
979
Cypress Capital Group
Florida
$5.71M -$54.1K -82 -0.9%
TW
980
TritonPoint Wealth
Maryland
$5.71M +$5.71M +8,458 New
MGIA
981
Moneta Group Investment Advisors
Missouri
$5.7M +$17.8K +27 +0.3%
1WA
982
180 Wealth Advisors
Washington
$5.68M -$310K -477 -5%
BSA
983
Bull Street Advisors
Georgia
$5.67M -$16.5K -25 -0.3%
SIA
984
Schechter Investment Advisors
Michigan
$5.66M +$7.26K +11 +0.1%
CC
985
Courier Capital
New York
$5.65M -$4.62K -7 -0.1%
AP
986
Americana Partners
Texas
$5.63M +$1.25M +1,925 +28%
IFWM
987
Institute for Wealth Management
Colorado
$5.63M -$37K -56 -0.7%
GFA
988
Gifford Fong Associates
California
$5.63M
MS
989
Maven Securities
Jersey
$5.6M +$4.65M +7,041 +490%
MOS
990
MGO One Seven
Ohio
$5.58M +$2M +3,026 +56%
DAM
991
Diamant Asset Management
Connecticut
$5.57M
SCA
992
Sage Capital Advisors
South Dakota
$5.56M +$96.4K +146 +2%
EAM
993
Eagle Asset Management
Florida
$5.55M -$719K -1,090 -11%
BL
994
Balentine LLC
Georgia
$5.54M +$859K +1,301 +18%
GAM
995
Griffin Asset Management
New York
$5.54M +$108K +163 +2%
GLA
996
Good Life Advisors
Pennsylvania
$5.52M +$14.5K +22 +0.3%
WAC
997
William Allan Corp
Colorado
$5.52M -$102K -155 -2%
HI
998
Harbour Investments
Wisconsin
$5.51M +$509K +771 +10%
RIP
999
RAM Investment Partners
Washington
$5.5M +$2.17M +3,291 +65%
Koshinski Asset Management
1000
Koshinski Asset Management
Illinois
$5.5M +$379K +574 +7%