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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 %
PB
1276
Pinnacle Bancorp
Nebraska
$3.37M +$8.58K +13 +0.3%
ICG
1277
InterOcean Capital Group
Tennessee
$3.36M -$409K -619 -11%
AAS
1278
Ameritas Advisory Services
Nebraska
$3.35M +$203K +292 +6%
BFW
1279
Brady Family Wealth
Missouri
$3.34M -$119K -181 -3%
XF
1280
XML Financial
Maryland
$3.34M +$25.7K +39 +0.8%
RIM
1281
RW Investment Management
Idaho
$3.34M
HH
1282
Hilltop Holdings
Texas
$3.32M +$37K +56 +1%
PWM
1283
Peterson Wealth Management
Nevada
$3.32M -$1.36M -2,068 -29%
AWA
1284
Arete Wealth Advisors
Illinois
$3.32M +$74.6K +113 +2%
CCM
1285
Condor Capital Management
New Jersey
$3.32M +$84.5K +128 +3%
SG
1286
StoneX Group
New York
$3.32M -$161K -239 -5%
SFG
1287
Snider Financial Group
Washington
$3.3M +$132K +200 +4%
AF
1288
Advisornet Financial
Minnesota
$3.3M -$29.7K -45 -0.9%
CSC
1289
Caldwell Sutter Capital
California
$3.29M -$146K -221 -4%
MAM
1290
MWA Asset Management
Massachusetts
$3.29M -$36.3K -55 -1%
SG
1291
Somerset Group
Minnesota
$3.28M -$2.64K -4 -0.1%
BBI
1292
Baxter Bros Inc
Connecticut
$3.27M
FDS
1293
Freedom Day Solutions
Texas
$3.27M -$31.7K -48 -1%
DPIM
1294
Duff & Phelps Investment Management
Illinois
$3.27M +$33K +50 +1%
MPI
1295
Mairs & Power Inc
Minnesota
$3.26M +$981K +1,486 +43%
MMA
1296
Miracle Mile Advisors
California
$3.26M +$898K +1,360 +38%
GWM
1297
Graybill Wealth Management
Illinois
$3.25M -$224K -339 -6%
NAM
1298
NTV Asset Management
West Virginia
$3.25M -$528K -800 -14%
PWCM
1299
Processus Wealth & Capital Management
Tennessee
$3.25M +$3.25M +4,919 New
FFS
1300
Founders Financial Securities
Maryland
$3.24M +$880K +1,333 +37%