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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 %
WCFA
1501
Walkner Condon Financial Advisors
Wisconsin
$2.32M +$1.75M +2,655 +312%
LCM
1502
Legato Capital Management
California
$2.31M
MMPW
1503
Mitchell McLeod Pugh & Williams
Alabama
$2.31M -$66K -100 -3%
SWA
1504
SFMG Wealth Advisors
Texas
$2.3M +$72K +109 +3%
BHCM
1505
Brevan Howard Capital Management
Jersey
$2.3M +$1.74M +2,638 +313%
GWA
1506
GGM Wealth Advisors
Maryland
$2.29M +$139K +202 +6%
BA
1507
BCM Advisors
Louisiana
$2.29M
CW
1508
Channel Wealth
California
$2.28M +$422K +639 +23%
FAG
1509
Fortitude Advisory Group
Washington
$2.28M +$37.6K +57 +2%
TNBTD
1510
Trustmark National Bank Trust Department
Mississippi
$2.28M +$327K +495 +17%
PCM
1511
Pointe Capital Management
Michigan
$2.28M
ICM
1512
IMS Capital Management
Oregon
$2.28M +$106K +161 +5%
BCA
1513
Bay Colony Advisors
Massachusetts
$2.27M +$48.2K +73 +2%
GI
1514
GAMMA Investing
California
$2.26M +$2.26M +3,253 New
MWA
1515
Midland Wealth Advisors
Illinois
$2.26M +$2.26M +3,419 New
VWA
1516
Visionary Wealth Advisors
Illinois
$2.26M +$38.9K +59 +2%
UM
1517
UniSuper Management
Australia
$2.25M +$138K +209 +7%
DL
1518
DOHJ LLC
Washington
$2.24M -$790K -1,197 -26%
RA
1519
Rockingstone Advisors
Massachusetts
$2.24M -$213K -323 -9%
OAM
1520
Ostrum Asset Management
France
$2.23M -$325K -492 -13%
GTAM
1521
Global Trust Asset Management
Florida
$2.23M -$31.7K -48 -1%
MFG
1522
Mainsail Financial Group
Washington
$2.22M +$822K +1,201 +59%
GSEP
1523
Golden State Equity Partners
California
$2.22M +$216K +327 +11%
BOSSRA
1524
B.O.S.S. Retirement Advisors
Utah
$2.21M +$79.9K +121 +4%
AFM
1525
Armstrong Fleming & Moore
District of Columbia
$2.21M -$21.8K -33 -1%