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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 %
IRAG
1351
Investment Research & Advisory Group
Georgia
$2.94M +$18.5K +28 +0.6%
BW
1352
Bison Wealth
Georgia
$2.94M +$101K +153 +4%
CAM
1353
Columbia Asset Management
Michigan
$2.94M +$33K +50 +1%
RCAG
1354
Rehmann Capital Advisory Group
Michigan
$2.93M +$56.8K +86 +2%
PAM
1355
Peak Asset Management
Colorado
$2.92M +$1.98K +3 +0.1%
BAMCO Inc
1356
BAMCO Inc
New York
$2.91M +$279K +422 +11%
CAM
1357
Centre Asset Management
New York
$2.91M -$368K -558 -11%
CWMU
1358
Caliber Wealth Management (Utah)
Utah
$2.9M -$57.4K -87 -2%
MCP
1359
Mirador Capital Partners
California
$2.89M +$78.6K +119 +3%
OAM
1360
Oak Asset Management
California
$2.89M -$6.6K -10 -0.2%
GEA
1361
Glen Eagle Advisors
New Jersey
$2.88M -$30.4K -46 -1%
RIA
1362
Realta Investment Advisors
Delaware
$2.88M +$29.7K +45 +1%
SC
1363
Saturna Capital
Washington
$2.88M -$35.6K -54 -1%
CF
1364
Centaurus Financial
California
$2.87M +$300K +454 +12%
SAIG
1365
Semper Augustus Investments Group
Colorado
$2.87M +$236K +357 +9%
CAS
1366
Coppell Advisory Solutions
Texas
$2.85M +$2.76M +4,179 +2,985%
GPA
1367
Garrison Point Advisors
California
$2.85M -$68K -103 -2%
MMG
1368
Monetary Management Group
Missouri
$2.85M -$13.2K -20 -0.5%
ANTB
1369
AMG National Trust Bank
Colorado
$2.85M -$1.32K -2 -0%
NHC
1370
Nicholas Hoffman & Company
Georgia
$2.84M +$102K +154 +4%
IPAM
1371
ICICI Prudential Asset Management
India
$2.84M +$232K +351 +9%
MIM
1372
MTM Investment Management
South Carolina
$2.81M +$4.62K +7 +0.2%
JWM
1373
JGP Wealth Management
Oregon
$2.79M -$38.3K -58 -1%
AFG
1374
ABLE Financial Group
Arizona
$2.79M +$64.7K +98 +2%
CW
1375
CIC Wealth
Maryland
$2.78M +$6.6K +10 +0.2%