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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 %
WIA
1026
World Investment Advisors
California
$5.16M +$4.91M +7,430 +1,987%
FWIA
1027
Fort Washington Investment Advisors
Ohio
$5.16M -$46.9K -71 -0.9%
CWP
1028
CFM Wealth Partners
Texas
$5.15M +$168K +255 +3%
PGIM
1029
Pacific Global Investment Management
California
$5.15M +$99K +150 +2%
NSEDCP
1030
NJ State Employees Deferred Compensation Plan
New Jersey
$5.15M -$396K -600 -7%
HCA
1031
Harbour Capital Advisors
Virginia
$5.14M -$2.58K -4 -0.1%
EBT
1032
Enterprise Bank & Trust
Massachusetts
$5.14M -$77.9K -118 -1%
BOS
1033
Bank of Stockton
California
$5.14M -$287K -413 -5%
HFM
1034
Harvest Fund Management
China
$5.13M +$274K +416 +6%
GT
1035
Glenview Trust
Kentucky
$5.13M +$496K +751 +11%
AWM
1036
Angeles Wealth Management
California
$5.12M -$157K -238 -3%
OTPPB
1037
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.1M +$3.24M +4,911 +174%
PVI
1038
Pine Valley Investments
New Jersey
$5.1M +$58.9K +88 +1%
ECM
1039
Everence Capital Management
Indiana
$5.1M +$455K +690 +10%
TPA
1040
Trivium Point Advisory
Connecticut
$5.09M +$44.2K +67 +0.9%
AIC
1041
Argus Investors Counsel
New York
$5.09M -$66K -100 -1%
PI
1042
PFG Investments
New York
$5.07M -$56.8K -86 -1%
DJSG
1043
D.J. St. Germain
Massachusetts
$5.06M +$87.8K +133 +2%
RI
1044
Redwood Investments
Massachusetts
$5.06M -$1.99M -3,021 -28%
BFIC
1045
Bedell Frazier Investment Counselling
California
$5.06M +$108K +163 +2%
WCA
1046
Westover Capital Advisors
Delaware
$5.05M -$254K -385 -5%
TCM
1047
Twin Capital Management
Pennsylvania
$5.05M -$85.8K -130 -2%
CICC
1048
Capital Investment Counsel (Colorado)
Colorado
$5.04M +$5.04M +7,640 New
WR
1049
WD Rutherford
Oregon
$5.04M -$68.6K -99 -1%
EWA
1050
Encompass Wealth Advisors
Oregon
$5.03M