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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 %
SFS
1001
Stiles Financial Services
Minnesota
$5.5M -$37.6K -57 -0.7%
CT
1002
Clearstead Trust
Maine
$5.5M +$1.27M +1,923 +30%
AFWM
1003
AMJ Financial Wealth Management
Virginia
$5.48M +$125K +189 +2%
VVP
1004
Venture Visionary Partners
Ohio
$5.45M -$1.76M -2,665 -24%
GWM
1005
Geneos Wealth Management
Colorado
$5.44M -$195K -296 -3%
TAM
1006
Townsend Asset Management
North Carolina
$5.42M +$81.2K +123 +2%
LSPW
1007
Lake Street Private Wealth
Illinois
$5.41M -$166K -251 -3%
CHJWM
1008
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.4M -$46K -67 -0.8%
SGI
1009
Summit Global Investments
Utah
$5.4M -$116K -175 -2%
BFPW
1010
BOK Financial Private Wealth
Colorado
$5.39M -$357K -529 -6%
BBNA
1011
Bremer Bank National Association
Minnesota
$5.37M +$234K +354 +5%
EWA
1012
EverSource Wealth Advisors
Alabama
$5.36M -$72.6K -110 -1%
PA
1013
Procyon Advisors
Connecticut
$5.35M +$376K +569 +8%
TLP
1014
Trinity Legacy Partners
Texas
$5.34M -$102K -155 -2%
DWM
1015
Dorchester Wealth Management
Quebec, Canada
$5.32M -$48.2K -73 -0.9%
RWM
1016
Rockline Wealth Management
New York
$5.31M +$5.31M +8,052 New
FG
1017
Fiduciary Group
Georgia
$5.3M -$213K -322 -4%
MWM
1018
Merriman Wealth Management
Washington
$5.3M -$134K -199 -2%
TPWA
1019
TRUE Private Wealth Advisors
Oregon
$5.29M +$182K +276 +4%
CCWM
1020
Cassaday & Co Wealth Management
Virginia
$5.27M -$45.6K -69 -0.9%
AIM
1021
Anchor Investment Management
South Carolina
$5.23M +$844K +1,278 +19%
SIM
1022
Stratos Investment Management
Ohio
$5.23M +$239K +362 +5%
FIB
1023
First Interstate Bank
Montana
$5.23M -$157K -238 -3%
PJSIMP
1024
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.23M -$9.62K -14 -0.2%
BFS
1025
Bard Financial Services
Connecticut
$5.21M +$42.9K +65 +0.8%