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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 %
SCP
1426
Sivia Capital Partners
California
$2.6M +$2.6M +3,946 New
ACA
1427
Aspire Capital Advisors
Washington
$2.6M +$660 +1 +0%
CCFM
1428
Clear Creek Financial Management
Washington
$2.6M +$56.9K +86 +2%
AI
1429
Accredited Investors
Minnesota
$2.6M -$15.2K -23 -0.6%
IA
1430
IFG Advisory
Georgia
$2.6M +$156K +237 +6%
OBGC
1431
O'Brien Greene & Co
Pennsylvania
$2.6M
AIS
1432
AM Investment Strategies
Tennessee
$2.6M +$68K +103 +3%
WP
1433
WealthShield Partners
North Carolina
$2.6M +$1.12M +1,659 +76%
MPW
1434
Monterey Private Wealth
California
$2.59M -$15.8K -24 -0.6%
LWMM
1435
Legacy Wealth Management (Mississippi)
Mississippi
$2.59M -$5.94K -9 -0.2%
CWM
1436
Cordatus Wealth Management
Pennsylvania
$2.59M -$35K -53 -1%
WPC
1437
Wedmont Private Capital
Pennsylvania
$2.58M +$423K +639 +20%
CPIG
1438
Chicago Partners Investment Group
Illinois
$2.57M +$17.2K +25 +0.7%
EVM
1439
Evelyn V. Moreno
$2.56M
CVA
1440
Central Valley Advisors
California
$2.55M +$2.55M +3,868 New
RWB
1441
RMR Wealth Builders
New Jersey
$2.55M +$244K +369 +11%
CPC
1442
Consolidated Planning Corp
Georgia
$2.55M +$202K +306 +9%
CT
1443
Columbia Trust
Oregon
$2.55M +$109K +165 +4%
JIR
1444
James Investment Research
Ohio
$2.54M -$33.7K -51 -1%
ACM
1445
Ardent Capital Management
Ohio
$2.54M
CFA
1446
Capstone Financial Advisors
Illinois
$2.54M -$660 -1 -0%
LWL
1447
Leo Wealth LLC
Texas
$2.54M +$2.54M +3,642 New
JFG
1448
Jefferies Financial Group
New York
$2.52M +$567K +859 +29%
SHGA
1449
Sand Hill Global Advisors
California
$2.52M -$12.5K -19 -0.5%
JWCA
1450
J.W. Coons Advisors
Ohio
$2.51M +$49.5K +75 +2%