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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 %
WA
1126
Wambolt & Associates
Colorado
$4.3M +$317K +480 +8%
WI
1127
Wintrust Investments
Illinois
$4.3M +$102K +154 +2%
RPC
1128
Rossmore Private Capital
Connecticut
$4.29M +$31.7K +48 +0.7%
TCOT
1129
Trust Company of Toledo
Ohio
$4.29M +$414K +627 +11%
CA
1130
CoreCap Advisors
Michigan
$4.29M +$1.2M +1,811 +39%
CHC
1131
City Holding Co
West Virginia
$4.28M +$1.13M +1,708 +36%
WHCI
1132
W.H. Cornerstone Investments
Massachusetts
$4.28M +$3.96K +6 +0.1%
MAM
1133
Morse Asset Management
Connecticut
$4.28M -$360K -545 -8%
GL
1134
GHE LLC
Tennessee
$4.26M +$31K +47 +0.7%
AF
1135
Arrow Financial
New York
$4.26M -$153K -232 -3%
FHA
1136
Flagship Harbor Advisors
Massachusetts
$4.25M +$169K +256 +4%
CUAMC
1137
China Universal Asset Management Company
China
$4.25M -$524K -778 -11%
MWM
1138
Modera Wealth Management
New Jersey
$4.24M -$13.9K -21 -0.3%
RA
1139
RFG Advisory
Alabama
$4.23M +$2.42M +3,670 +134%
ACM
1140
Accent Capital Management
Ohio
$4.23M +$4.23M +6,401 New
AIM
1141
Alhambra Investment Management
Florida
$4.22M -$2.64K -4 -0.1%
DA
1142
Dillon & Associates
Michigan
$4.22M -$42.2K -64 -1%
FHWM
1143
Fox Hill Wealth Management
Massachusetts
$4.2M +$4.2M +6,367 New
CCM
1144
Cohen Capital Management
California
$4.2M
BMCM
1145
Bryn Mawr Capital Management
Pennsylvania
$4.2M -$271K -411 -6%
HB
1146
HTLF Bank
Colorado
$4.19M +$4.19M +6,354 New
HWP
1147
Highline Wealth Partners
California
$4.17M +$1.75M +2,647 +72%
LI
1148
Lafayette Investments
Maryland
$4.17M +$5.28K +8 +0.1%
CAG
1149
Csenge Advisory Group
Florida
$4.17M +$362K +548 +10%
CGL
1150
Clarius Group LLC
Washington
$4.16M -$1.88M -2,853 -31%