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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 %
BHCM
1451
Boulder Hill Capital Management
New York
$2.51M -$330K -500 -12%
PMIA
1452
Patrick Mauro Investment Advisor
Illinois
$2.51M -$158K -239 -6%
CV
1453
Counterweight Ventures
North Carolina
$2.51M +$2.51M +3,796 New
GI
1454
GLOBALT Investments
Georgia
$2.51M +$2.51M +3,795 New
CWAG
1455
Compton Wealth Advisory Group
Virginia
$2.5M +$708K +1,072 +39%
SIA
1456
Schear Investment Advisers
Ohio
$2.5M +$5.28K +8 +0.2%
OFG
1457
Oxford Financial Group
Indiana
$2.49M -$62.7K -95 -2%
TBC
1458
Ted Buchan & Co
California
$2.49M -$61.4K -93 -2%
ECU
1459
Eisler Capital (UK)
United Kingdom
$2.49M -$4.65M -7,043 -65%
BIAS
1460
Beacon Investment Advisory Services
New Jersey
$2.47M -$1.95M -2,950 -44%
CIAS
1461
Capital Investment Advisory Services
North Carolina
$2.46M -$29.7K -45 -1%
IF
1462
Ironwood Financial
Arizona
$2.46M +$4.62K +7 +0.2%
PCM
1463
Princeton Capital Management
New Jersey
$2.46M +$60.7K +92 +3%
GWS
1464
Glassman Wealth Services
Virginia
$2.46M -$23.8K -36 -1%
BG
1465
Bollard Group
Massachusetts
$2.46M +$3.96K +6 +0.2%
EP
1466
Edgestream Partners
New Jersey
$2.46M +$2.11M +3,197 +609%
RI
1467
Rinkey Investments
California
$2.46M +$25.1K +38 +1%
AWM
1468
Aries Wealth Management
Maine
$2.45M -$137K -207 -5%
QCG
1469
Quadrant Capital Group
Ohio
$2.45M +$242K +367 +11%
WAM
1470
Wolverine Asset Management
Illinois
$2.45M +$58.1K +88 +2%
BIM
1471
Bullseye Investment Management
Ohio
$2.44M -$14.5K -22 -0.6%
DAM
1472
Deltec Asset Management
New York
$2.44M -$660K -1,000 -21%
LRIA
1473
Leonard Rickey Investment Advisors
Washington
$2.44M -$21.8K -33 -0.9%
KFP
1474
KMG Fiduciary Partners
Ohio
$2.43M +$114K +172 +5%
IP
1475
Ignite Planners
California
$2.43M -$26.7K -41 -1%