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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 %
JF
1376
JSF Financial
California
$2.77M -$168K -255 -6%
HI
1377
Horizon Investments
North Carolina
$2.76M +$625K +949 +29%
FBT
1378
First Bank & Trust
South Dakota
$2.76M +$660 +1 +0%
CA
1379
Continuum Advisory
Idaho
$2.76M -$394K -596 -12%
FIA
1380
Foundations Investment Advisors
Arizona
$2.75M +$690K +980 +33%
PPW
1381
Parcion Private Wealth
Washington
$2.75M +$144K +218 +6%
LWM
1382
Ledge Wealth Management
Minnesota
$2.75M +$182K +275 +7%
GWM
1383
GSB Wealth Management
Connecticut
$2.75M -$25.7K -39 -0.9%
CTFG
1384
Capstone Triton Financial Group
Oklahoma
$2.74M -$423K -641 -13%
BA
1385
Birinyi Associates
Connecticut
$2.73M +$2.73M +4,140 New
DFA
1386
Delta Financial Advisors
Louisiana
$2.72M +$146K +221 +6%
PFA
1387
Peak Financial Advisors
Colorado
$2.71M +$102K +155 +4%
LTI
1388
Laffer Tengler Investments
Tennessee
$2.71M +$244K +370 +10%
MWA
1389
Moser Wealth Advisors
Washington
$2.71M -$29.7K -45 -1%
LS
1390
Livforsakringsbolaget Skandia
Sweden
$2.71M +$2.33M +3,460 +612%
MIA
1391
MeadowBrook Investment Advisors
Michigan
$2.7M +$2.7M +4,092 New
HPCM
1392
Hunter Perkins Capital Management
Illinois
$2.7M
BG
1393
Benedetti & Gucer
Georgia
$2.7M -$121K -183 -4%
CFG
1394
Cooper Financial Group
California
$2.7M +$234K +355 +10%
LWM
1395
Laidlaw Wealth Management
New York
$2.7M +$188K +285 +7%
KWS
1396
Keystone Wealth Services
California
$2.69M +$21.8K +33 +0.8%
BWA
1397
Blodgett Wealth Advisors
California
$2.69M -$62.7K -95 -2%
AB
1398
Atlas Brown
Kentucky
$2.68M -$17.2K -26 -0.6%
CWS
1399
Confluence Wealth Services
Pennsylvania
$2.68M +$146K +221 +6%
CAM
1400
Carret Asset Management
New York
$2.68M +$22.4K +34 +0.8%