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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 %
AWA
1326
Alta Wealth Advisors
Massachusetts
$3.07M -$99.7K -151 -3%
WF
1327
Wayfinding Financial
Washington
$3.06M +$7.26K +11 +0.2%
CAM
1328
Covenant Asset Management
New Jersey
$3.06M -$743K -1,125 -20%
BDS
1329
Banco de Sabadell
Florida
$3.05M +$46.9K +71 +2%
CWG
1330
Cornerstone Wealth Group
North Carolina
$3.04M +$625K +947 +26%
HCM
1331
Helios Capital Management
Singapore
$3.04M +$3.04M +4,600 New
GAMC
1332
Garner Asset Management Corp
Texas
$3.04M -$597K -822 -16%
HCM
1333
Highview Capital Management
Illinois
$3.03M +$19.1K +29 +0.6%
NPA
1334
Nichols & Pratt Advisers
Massachusetts
$3.02M +$49.5K +75 +2%
ACM
1335
Alpha Capital Management
Texas
$3.02M -$121K -184 -4%
FTWA
1336
Fifth Third Wealth Advisors
Ohio
$3.01M +$44.2K +67 +1%
TWM
1337
TriaGen Wealth Management
California
$3.01M +$1.46M +2,207 +94%
AIIMS
1338
Analyst IMS Investment Management Services
Israel
$3.01M +$248K +375 +9%
FI
1339
Financial Insights
Washington
$3M +$48.8K +74 +2%
KHLMTHM
1340
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.99M -$2.11M -3,133 -41%
MLM
1341
Mount Lucas Management
Pennsylvania
$2.99M +$2.99M +4,524 New
PHK
1342
Point72 Hong Kong
Hong Kong
$2.98M +$2.98M +4,521 New
MWAM
1343
Manhattan West Asset Management
California
$2.98M +$2.24M +3,398 +305%
RA
1344
Rational Advisors
New York
$2.98M +$74.6K +113 +3%
EFM
1345
E Fund Management
China
$2.98M -$242K -367 -8%
MFS
1346
Monetta Financial Services
Illinois
$2.97M
CCP
1347
Clarkston Capital Partners
Michigan
$2.97M -$589K -893 -17%
SA
1348
Strategic Advisors
New York
$2.96M +$28.4K +43 +1%
OSNBOA
1349
Old Second National Bank of Aurora
Illinois
$2.96M -$44.2K -67 -1%
MCA
1350
Martin Capital Advisors
Texas
$2.96M -$12.5K -19 -0.4%