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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 %
HIC
1151
Holderness Investments Company
North Carolina
$4.15M +$3.03M +4,593 +272%
CI
1152
Ceera Investments
Texas
$4.14M -$13.2K -20 -0.3%
WP
1153
WealthSource Partners
California
$4.13M -$221K -335 -5%
RSWM
1154
Robertson Stephens Wealth Management
California
$4.12M +$4.12M +6,108 New
HWM
1155
Hohimer Wealth Management
Washington
$4.11M -$131K -199 -3%
HCM
1156
Hall Capital Management
Rhode Island
$4.11M -$161K -244 -4%
MWM
1157
Mattern Wealth Management
Kansas
$4.1M +$115K +174 +3%
FCBT
1158
First Citizens Bank & Trust
North Carolina
$4.1M -$902K -1,366 -18%
OCM
1159
Orleans Capital Management
Louisiana
$4.09M -$16.5K -25 -0.4%
COI
1160
Connable Office Inc
Michigan
$4.08M -$22.4K -34 -0.5%
HCM
1161
Highlander Capital Management
New Jersey
$4.08M
AC
1162
Arjuna Capital
North Carolina
$4.07M +$1.44M +2,184 +55%
STA
1163
Summit Trail Advisors
New York
$4.07M -$163K -242 -4%
HW
1164
Hedeker Wealth
Illinois
$4.06M -$48.2K -73 -1%
SSWM
1165
Strait & Sound Wealth Management
California
$4.06M +$703K +1,028 +21%
TWP
1166
Tyche Wealth Partners
Texas
$4.05M +$4.05M +6,139 New
KA
1167
Kovack Advisors
Florida
$4.05M -$138K -209 -3%
AWM
1168
Avior Wealth Management
Nebraska
$4.04M +$25.1K +38 +0.6%
DLA
1169
Douglas Lane & Associates
New York
$4.04M -$169K -256 -4%
NHT
1170
New Hampshire Trust
New Hampshire
$4.04M -$151K -229 -4%
AUB
1171
Atlantic Union Bankshares
Virginia
$4.03M -$42.9K -65 -1%
TC
1172
TAGStone Capital
North Carolina
$4.03M +$6.75K +10 +0.2%
IIA
1173
ICW Investment Advisors
Arizona
$4.03M -$88.5K -134 -2%
CI
1174
Carroll Investors
South Carolina
$4.03M -$2.3M -3,484 -36%
SW
1175
StrongBox Wealth
Missouri
$4.02M +$77.9K +118 +2%