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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 %
LOIM
1226
Liberty One Investment Management
Illinois
$3.67M +$142K +215 +4%
GRQ
1227
Gardner Russo & Quinn
Pennsylvania
$3.66M +$269K +407 +8%
IPW
1228
Inlet Private Wealth
Florida
$3.65M
MAS
1229
Meeder Advisory Services
Ohio
$3.63M +$98.3K +149 +3%
ACA
1230
Atlas Capital Advisors
Wyoming
$3.63M -$25.1K -38 -0.7%
SBIA
1231
Sheaff Brock Investment Advisors
Indiana
$3.63M -$4.62K -7 -0.1%
RCA
1232
Resonant Capital Advisors
Wisconsin
$3.62M -$436K -645 -11%
FCB
1233
First County Bank
Connecticut
$3.62M -$10.6K -16 -0.3%
BIC
1234
Beach Investment Counsel
Pennsylvania
$3.62M
ATWA
1235
Arbor Trust Wealth Advisors
Michigan
$3.62M +$47.3K +70 +1%
WCM
1236
Wisconsin Capital Management
Wisconsin
$3.61M -$132K -200 -4%
GFS
1237
GYL Financial Synergies
Connecticut
$3.61M -$64K -97 -2%
DTC
1238
Davidson Trust Company
Washington
$3.6M -$7.92K -12 -0.2%
JSC
1239
Jackson Square Capital
California
$3.6M +$5.94K +9 +0.2%
GSB
1240
Greenfield Savings Bank
Massachusetts
$3.59M +$27.1K +41 +0.8%
DTL
1241
Dynamic Technology Lab
Singapore
$3.59M +$3.59M +5,431 New
JWM
1242
Jessup Wealth Management
Ohio
$3.57M -$660 -1 -0%
GCP
1243
GSA Capital Partners
United Kingdom
$3.57M +$3.21M +4,857 +886%
QI
1244
Qtron Investments
Massachusetts
$3.56M +$359K +544 +11%
LIA
1245
LS Investment Advisors
Michigan
$3.56M +$233K +353 +7%
GI
1246
GS Investments
Minnesota
$3.55M -$1.98K -3 -0.1%
EHWM
1247
Eads & Heald Wealth Management
Georgia
$3.55M -$72.6K -110 -2%
GIM
1248
Guardian Investment Management
California
$3.54M -$33K -50 -0.9%
RWA
1249
River Wealth Advisors
Pennsylvania
$3.54M +$234K +354 +7%
FA
1250
Fiduciary Alliance
South Carolina
$3.54M -$17.2K -26 -0.5%