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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 %
OCBCO
1251
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.52M +$287K +435 +9%
CRA
1252
Clear Rock Advisors
Texas
$3.52M +$3.52M +4,866 New
EFH
1253
Eaton Financial Holdings
Florida
$3.5M +$11.9K +18 +0.3%
BWP
1254
Balboa Wealth Partners
Arizona
$3.5M +$705K +1,068 +25%
VAS
1255
Vestmark Advisory Solutions
Massachusetts
$3.49M -$30.4K -46 -0.9%
TGAM
1256
TBH Global Asset Management
Tennessee
$3.49M -$307K -465 -8%
FIM
1257
Fruth Investment Management
Texas
$3.48M -$3.3K -5 -0.1%
PP
1258
Patron Partners
Texas
$3.48M +$13.2K +20 +0.4%
HFS
1259
Hantz Financial Services
Michigan
$3.47M +$115K +174 +3%
LBWM
1260
Left Brain Wealth Management
Illinois
$3.47M +$1.32K +2 +0%
AC
1261
AlphaCore Capital
California
$3.46M +$85.7K +127 +3%
CAWM
1262
Capital Advisors Wealth Management
Washington
$3.46M +$125K +189 +4%
GD
1263
Grandfield & Dodd
New York
$3.46M +$34.3K +52 +1%
FMB
1264
Field & Main Bank
Kentucky
$3.45M +$33.7K +51 +1%
SAM
1265
S.A. Mason
Michigan
$3.44M -$39.6K -60 -1%
CRI
1266
Commonwealth Retirement Investments
Virginia
$3.43M -$3.3K -5 -0.1%
LM
1267
Lincluden Management
Ontario, Canada
$3.43M -$1.23M -1,870 -26%
PFS
1268
Physicians Financial Services
North Carolina
$3.42M +$15.8K +24 +0.5%
CAM
1269
Claret Asset Management
Quebec, Canada
$3.41M +$660 +1 +0%
IFPG
1270
Intrepid Financial Planning Group
Indiana
$3.41M -$19.8K -30 -0.6%
SS
1271
Sunbelt Securities
Texas
$3.39M +$63.4K +96 +2%
AWM
1272
Ameliora Wealth Management
Switzerland
$3.38M +$482K +730 +17%
BFA
1273
Beaumont Financial Advisors
Massachusetts
$3.38M +$10.6K +16 +0.3%
ACS
1274
Archford Capital Strategies
Illinois
$3.38M +$392K +594 +13%
RCG
1275
Regatta Capital Group
California
$3.37M +$42.9K +65 +1%