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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 %
PHIC
1201
Pine Haven Investment Counsel
Massachusetts
$3.8M -$15.8K -24 -0.4%
HIA
1202
Harbor Investment Advisory
Maryland
$3.8M +$236K +357 +7%
EF
1203
Empowered Funds
Pennsylvania
$3.8M -$1.72M -2,601 -31%
PCG
1204
PFC Capital Group
California
$3.79M +$3.79M +5,736 New
ARC
1205
Advisor Resource Council
Texas
$3.79M +$3.42M +5,185 +943%
WOC
1206
West Oak Capital
California
$3.78M +$130K +190 +4%
SDWIA
1207
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.78M -$355K -538 -9%
PS
1208
Principal Securities
Iowa
$3.78M +$3.78M +5,726 New
APP
1209
Avantax Planning Partners
Iowa
$3.76M -$173K -262 -4%
TRIA
1210
Trail Ridge Investment Advisors
Colorado
$3.76M +$7.26K +11 +0.2%
MFS
1211
Madrona Financial Services
Washington
$3.76M +$69.3K +105 +2%
RBC
1212
Romano Brothers & Co
Illinois
$3.75M -$270K -409 -7%
PGWM
1213
Parisi Gray Wealth Management
New Jersey
$3.75M +$11.2K +17 +0.3%
CCMG
1214
Clark Capital Management Group
Pennsylvania
$3.74M +$1.15M +1,744 +44%
AGA
1215
Accuvest Global Advisors
Utah
$3.74M -$312K -472 -8%
BRG
1216
Bay Rivers Group
Virginia
$3.74M +$217K +329 +6%
WIS
1217
Wright Investors Service
Connecticut
$3.73M -$1.12M -1,690 -23%
SCM
1218
Stevens Capital Management
Pennsylvania
$3.73M +$1.81M +2,744 +94%
GPFA
1219
Game Plan Financial Advisors
Ohio
$3.72M +$3.72M +5,639 New
EFM
1220
Eley Financial Management
Vermont
$3.72M -$5.94K -9 -0.2%
UBG
1221
United Bank (Georgia)
Georgia
$3.71M -$8.58K -13 -0.2%
MCCP
1222
Mission Creek Capital Partners
California
$3.71M +$72.6K +110 +2%
SVWAG
1223
Sound View Wealth Advisors Group
Georgia
$3.7M +$119K +180 +3%
CCIA
1224
Cherry Creek Investment Advisors
Colorado
$3.68M +$8.58K +13 +0.2%
TCPG
1225
Trivant Custom Portfolio Group
California
$3.68M +$38.3K +58 +1%