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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 %
SCP
1076
Shorepoint Capital Partners
Massachusetts
$4.71M +$11.2K +17 +0.2%
TP
1077
Tranquility Partners
Tennessee
$4.7M -$365K -553 -7%
MAM
1078
Marketfield Asset Management
New York
$4.7M
EWA
1079
Etesian Wealth Advisors
Oregon
$4.68M -$6.63K -10 -0.1%
BAM
1080
Bellevue Asset Management
Washington
$4.68M -$15.2K -23 -0.3%
ST
1081
Somerset Trust
Pennsylvania
$4.67M -$490K -743 -10%
FRA
1082
Front Row Advisors
California
$4.67M +$675 +1 +0%
CWM
1083
Calamos Wealth Management
Illinois
$4.65M -$119K -180 -2%
HIP
1084
HUB Investment Partners
Texas
$4.64M +$257K +389 +6%
PCP
1085
Proficio Capital Partners
Massachusetts
$4.64M +$35.6K +54 +0.8%
EP
1086
Eudaimonia Partners
Tennessee
$4.63M -$448K -678 -9%
PFA
1087
Pure Financial Advisors
California
$4.63M +$812K +1,230 +21%
KM
1088
KP Management
Minnesota
$4.62M +$4.62M +7,000 New
SFCM
1089
Savoir Faire Capital Management
Connecticut
$4.6M +$153K +232 +3%
HWAM
1090
Hennion & Walsh Asset Management
New Jersey
$4.59M -$553K -838 -11%
WA1
1091
Wimmer Associates 1
California
$4.59M -$127K -193 -3%
NWM
1092
Northcape Wealth Management
New York
$4.55M -$50.2K -76 -1%
OIA
1093
Optimum Investment Advisors
Illinois
$4.55M -$62.7K -95 -1%
DC
1094
Dantai Capital
Hong Kong
$4.54M +$1.11M +1,681 +32%
HSA
1095
HBK Sorce Advisory
Pennsylvania
$4.54M -$1.65M -2,499 -27%
BCM
1096
Blume Capital Management
California
$4.53M -$73.9K -112 -2%
EWM
1097
Elite Wealth Management
Washington
$4.52M -$354K -537 -7%
FNA
1098
First National Advisers
Nebraska
$4.52M +$1.39M +2,110 +44%
MPPLM
1099
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.52M +$315K +477 +7%
SPC
1100
Stewart & Patten Company
California
$4.5M +$4.24M +6,420 +1,638%