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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 %
FWP
1176
FAS Wealth Partners
Kansas
$4.02M +$732K +1,109 +22%
WA
1177
WBH Advisory
Maryland
$4.02M -$87.8K -133 -2%
ABLA
1178
Alan B. Lancz & Associates
Ohio
$4.01M -$16.5K -25 -0.4%
MYLI
1179
Meiji Yasuda Life Insurance
Japan
$4M +$191K +290 +5%
CIG
1180
Cairn Investment Group
Washington
$3.98M +$23.1K +35 +0.6%
NCGI
1181
Next Century Growth Investors
Minnesota
$3.97M +$332K +503 +9%
CAC
1182
Certified Advisory Corp
Florida
$3.95M +$195K +296 +5%
GH
1183
GAM Holding
Switzerland
$3.94M +$3.94M +5,963 New
SPW
1184
Surience Private Wealth
Washington
$3.93M -$476K -721 -11%
FNBT
1185
FineMark National Bank & Trust
Florida
$3.93M +$395K +599 +11%
VIA
1186
Vickerman Investment Advisors
Washington
$3.92M -$385K -583 -9%
FFA
1187
Farther Finance Advisors
California
$3.92M +$2.33M +3,525 +146%
BIA
1188
Beacon Investment Advisors
Maryland
$3.91M -$186K -282 -5%
TNA
1189
True North Advisors
Texas
$3.89M +$35K +53 +0.9%
DGAM
1190
Desjardins Global Asset Management
Quebec, Canada
$3.88M -$879K -1,331 -18%
AIM
1191
Aigen Investment Management
New York
$3.87M +$3.87M +5,865 New
PWP
1192
Principle Wealth Partners
Connecticut
$3.87M +$15.2K +23 +0.4%
TWA
1193
TCI Wealth Advisors
Arizona
$3.85M -$187K -283 -5%
CCMW
1194
Cypress Capital Management (Wyoming)
Wyoming
$3.84M -$176K -261 -4%
SC
1195
Sepio Capital
Utah
$3.83M -$537K -813 -12%
CNC
1196
Citizens & Northern Corp
Pennsylvania
$3.82M -$86.5K -131 -2%
HI
1197
Harrington Investments
California
$3.81M -$201K -304 -5%
HA
1198
Harfst & Associates
Wyoming
$3.81M -$104K -158 -3%
KAM
1199
Knightsbridge Asset Management
California
$3.8M +$38.9K +59 +1%
RP
1200
Rowlandmiller & Partners
Georgia
$3.8M -$207K -314 -5%