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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 %
BAM
1051
Belpointe Asset Management
Nevada
$5.02M +$1.64M +2,483 +48%
CFGS
1052
Concourse Financial Group Securities
Alabama
$5.02M +$94.5K +140 +2%
CAL
1053
Capital Analysts LLC
Pennsylvania
$5.01M +$85.8K +130 +2%
CIA
1054
Concurrent Investment Advisors
Florida
$4.99M +$4.99M +7,555 New
BS
1055
Banco Santander
Spain
$4.98M -$1.45M -2,192 -23%
CWM
1056
Concentric Wealth Management
California
$4.97M -$123K -186 -2%
Skandinaviska Enskilda Banken (SEB)
1057
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.96M +$4.65M +7,041 +1,479%
FB
1058
Fulton Bank
Pennsylvania
$4.96M -$29.7K -45 -0.6%
SAM
1059
Silphium Asset Management
United Kingdom
$4.95M +$1.04M +1,580 +27%
HVP
1060
Hudson Value Partners
Florida
$4.94M -$10.6K -16 -0.2%
CWM
1061
Connecticut Wealth Management
Connecticut
$4.92M +$1.68M +2,540 +52%
UCMOK
1062
United Capital Management of KS
Kansas
$4.91M -$49.5K -75 -1%
TVWM
1063
Tower View Wealth Management
Wisconsin
$4.9M -$55.4K -84 -1%
TC
1064
Tsai Capital
New York
$4.89M -$228K -346 -4%
SM
1065
STF Management
Texas
$4.89M +$99K +150 +2%
PTC
1066
Private Trust Company
Ohio
$4.84M -$166K -252 -3%
CG
1067
Caprock Group
Idaho
$4.81M -$373K -552 -7%
NB
1068
Nicolet Bankshares
Wisconsin
$4.81M -$166K -252 -3%
TCWA
1069
Turtle Creek Wealth Advisors
Texas
$4.8M +$4.8M +7,274 New
BG
1070
Bahl & Gaynor
Ohio
$4.76M -$29.7K -45 -0.6%
NSLI
1071
Nan Shan Life Insurance
Taiwan
$4.75M -$13.7M -20,745 -74%
MRCM
1072
M&R Capital Management
New Jersey
$4.75M +$64.7K +98 +1%
MF
1073
Manchester Financial
California
$4.74M -$13.9K -21 -0.3%
PWLP
1074
Prio Wealth Limited Partnership
Massachusetts
$4.74M -$258K -391 -5%
KWA
1075
Kingswood Wealth Advisors
California
$4.72M +$2.81M +4,262 +147%