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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 %
FFA
1301
Fairfield Financial Advisors
Massachusetts
$3.23M -$207K -314 -6%
IIC
1302
Ironwood Investment Counsel
Arizona
$3.22M -$104K -157 -3%
MNBTD
1303
Moody National Bank Trust Division
Texas
$3.22M -$3.17M -4,803 -50%
BCV
1304
Banque Cantonale Vaudoise
Switzerland
$3.21M -$852K -1,291 -21%
NL
1305
NVWM LLC
Pennsylvania
$3.2M -$61.4K -91 -2%
AHIA
1306
Andrew Hill Investment Advisors
Florida
$3.19M +$3.19M +4,830 New
IB
1307
Intrust Bank
Kansas
$3.18M +$136K +206 +4%
IAS
1308
Insigneo Advisory Services
Florida
$3.18M +$296K +439 +10%
PCG
1309
Prosperity Consulting Group
Maryland
$3.17M +$138K +209 +5%
EWM
1310
Executive Wealth Management
Michigan
$3.17M -$393K -596 -11%
PS
1311
Pensionfund Sabic
Netherlands
$3.17M
JWCA
1312
J.W. Cole Advisors
Florida
$3.17M -$675K -1,023 -18%
GIM
1313
Grassi Investment Management
California
$3.16M
PWM
1314
Palumbo Wealth Management
New York
$3.16M -$63.4K -96 -2%
PWMAG
1315
Pinnacle Wealth Management Advisory Group
New Jersey
$3.14M +$23.1K +35 +0.7%
SSWM
1316
Sheets Smith Wealth Management
North Carolina
$3.12M +$48.8K +74 +2%
SCM
1317
SOL Capital Management
Maryland
$3.12M
CI
1318
Cigna Investments
Connecticut
$3.12M -$16.5K -25 -0.5%
WWM
1319
WT Wealth Management
Arizona
$3.11M +$1.15M +1,710 +58%
IAIM
1320
International Assets Investment Management
Florida
$3.11M -$212K -321 -6%
FFM
1321
Forum Financial Management
Illinois
$3.1M +$166K +251 +6%
TH
1322
TCTC Holdings
Texas
$3.09M +$446K +675 +17%
SN
1323
Sittner & Nelson
Oregon
$3.09M +$8.58K +13 +0.3%
FPF
1324
First Pacific Financial
Washington
$3.09M -$66K -100 -2%
NWM
1325
Napa Wealth Management
California
$3.08M +$3.08M +4,661 New