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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 %
NG
1101
NatWest Group
United Kingdom
$4.49M +$634K +960 +16%
MECA
1102
Miller Equity Capital Advisors
Texas
$4.49M
GWCM
1103
Godshalk Welsh Capital Management
Pennsylvania
$4.48M -$221K -335 -5%
CQS
1104
Credential Qtrade Securities
$4.48M -$299K -453 -6%
SOAMC
1105
Spirit of America Management Corp
New York
$4.48M +$152K +230 +4%
RIA
1106
Regal Investment Advisors
Michigan
$4.47M +$223K +338 +5%
GCM
1107
Geneva Capital Management
Wisconsin
$4.47M -$220K -333 -5%
FLI
1108
Family Legacy Inc
South Carolina
$4.45M -$97K -147 -2%
SLG
1109
Stanley-Laman Group
Pennsylvania
$4.45M +$143K +217 +3%
BMC
1110
Benin Management Corp
Connecticut
$4.44M
LSA
1111
Lion Street Advisors
Texas
$4.44M -$3.03M -4,588 -41%
LW
1112
Linscomb Wealth
Texas
$4.42M -$43.6K -66 -1%
LS
1113
Leelyn Smith
Illinois
$4.41M +$536K +812 +14%
CCA
1114
Catalyst Capital Advisors
New York
$4.4M +$2.82M +4,270 +178%
EB
1115
Eastern Bank
Massachusetts
$4.4M -$31.7K -48 -0.7%
ITIM
1116
Indiana Trust & Investment Management
Indiana
$4.4M +$125K +190 +3%
LCM
1117
Leisure Capital Management
California
$4.39M -$8.58K -13 -0.2%
SAG
1118
SageView Advisory Group
California
$4.39M +$1.08M +1,540 +33%
BONH
1119
Bank of New Hampshire
New Hampshire
$4.37M +$40.9K +62 +0.9%
PSP
1120
Pacific Sage Partners
Washington
$4.35M -$68.6K -104 -2%
WIC
1121
Woodmont Investment Counsel
Tennessee
$4.34M -$59.4K -90 -1%
CGIM
1122
Capital Group Investment Management
Singapore
$4.32M +$5.28K +8 +0.1%
BBWA
1123
Bell & Brown Wealth Advisors
California
$4.32M +$4.32M +6,541 New
SF
1124
Symphony Financial
Texas
$4.31M +$359K +530 +9%
DT
1125
Diversified Trust
Tennessee
$4.31M +$803K +1,217 +23%