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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 %
FGAM
1401
Financial Gravity Asset Management
Texas
$2.67M +$185K +161 +7%
GWMIA
1402
Global Wealth Management Investment Advisory
Florida
$2.67M +$88.5K +134 +3%
CT
1403
Chicago Trust
Illinois
$2.67M -$1.18M -1,783 -31%
CBNLCF
1404
Cognios Beta Neutral Large Cap Fund
Kansas
$2.67M -$91.8K -139 -3%
BWG
1405
Boomfish Wealth Group
Georgia
$2.65M +$2.65M +4,016 New
GC
1406
Garde Capital
Washington
$2.64M +$108K +163 +4%
PTP
1407
Platform Technology Partners
New York
$2.64M -$16.6K -23 -0.6%
XSC
1408
X-Square Capital
Puerto Rico
$2.64M -$58.7K -89 -2%
SSWM
1409
Smith Salley Wealth Management
North Carolina
$2.64M -$225K -341 -8%
DC
1410
DeDora Capital
California
$2.64M +$22.4K +34 +0.9%
EFS
1411
Essex Financial Services
Connecticut
$2.63M +$88.5K +134 +3%
MPA
1412
Marvin & Palmer Associates
Delaware
$2.63M +$2.63M +3,990 New
SB
1413
Strategic Blueprint
Georgia
$2.63M +$133K +202 +5%
LSAG
1414
Lake Street Advisors Group
New Hampshire
$2.63M +$2.63M +3,900 New
HCCM
1415
Hudson Canyon Capital Management
New York
$2.63M -$198K -300 -7%
CB
1416
Cadence Bank
Mississippi
$2.63M +$78.5K +119 +3%
WCM
1417
Weaver Capital Management
Georgia
$2.63M +$2.63M +3,985 New
PA
1418
Prossimo Advisors
California
$2.63M -$8.58K -13 -0.3%
JWM
1419
JPL Wealth Management
Colorado
$2.63M +$2.63M +3,984 New
QPWM
1420
Quadrant Private Wealth Management
Pennsylvania
$2.63M -$23K -34 -0.9%
BMC
1421
Beaton Management Company
Massachusetts
$2.63M -$66K -100 -2%
I
1422
INVST
Indiana
$2.62M -$5.69K -8 -0.2%
BFA
1423
Benedict Financial Advisors
Georgia
$2.62M -$6.6K -10 -0.3%
KF
1424
KKM Financial
Illinois
$2.62M +$2.62M +3,967 New
AA
1425
Altman Advisors
Illinois
$2.61M +$11.9K +18 +0.5%