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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 %
DAM
1526
Doheny Asset Management
California
$2.21M -$132K -200 -6%
LA
1527
Legacy Advisors
Pennsylvania
$2.2M +$356K +528 +19%
SAM
1528
Synergy Asset Management
Washington
$2.19M -$7.92K -12 -0.4%
FPCP
1529
Fort Point Capital Partners
California
$2.19M +$48.2K +73 +2%
WPW
1530
Waldron Private Wealth
Pennsylvania
$2.19M +$461K +684 +27%
LHC
1531
Little House Capital
Massachusetts
$2.19M +$669K +1,014 +44%
AF
1532
Apollon Financial
South Carolina
$2.18M +$2.18M +3,309 New
MIA
1533
MMBG Investment Advisors
Florida
$2.18M -$718K -1,088 -25%
JCM
1534
Jacobi Capital Management
Pennsylvania
$2.18M -$152K -230 -7%
MCM
1535
McDonough Capital Management
Florida
$2.17M +$44.2K +67 +2%
SFS
1536
Strategic Financial Services
New York
$2.17M -$188K -285 -8%
GKWIM
1537
Gerber Kawasaki Wealth & Investment Management
California
$2.17M +$146K +221 +7%
JIC
1538
Joel Isaacson & Co
New York
$2.17M +$16.5K +25 +0.8%
SWP
1539
Strategic Wealth Partners
Ohio
$2.17M -$296K -449 -12%
WC
1540
Westhampton Capital
North Carolina
$2.16M -$35K -53 -2%
MCM
1541
Manchester Capital Management
Vermont
$2.16M -$81.2K -123 -4%
CFP
1542
Curran Financial Partners
South Carolina
$2.16M -$55.6K -81 -3%
BLC
1543
Brown, Lisle/Cummings
Rhode Island
$2.16M +$155K +235 +8%
TFP
1544
Tilia Fiduciary Partners
North Carolina
$2.15M +$58.8K +89 +3%
SIS
1545
Strategic Investment Solutions
Illinois
$2.15M -$131M -197,846 -98%
PPWP
1546
Premier Path Wealth Partners
New Jersey
$2.14M +$2.14M +3,282 New
CFA
1547
Camarda Financial Advisors
Florida
$2.13M +$58.1K +88 +3%
PI
1548
PGGM Investments
Netherlands
$2.13M +$485K +735 +30%
GIA
1549
Guyasuta Investment Advisors
Pennsylvania
$2.13M +$9.9K +15 +0.5%
FBFS
1550
First Business Financial Services
Wisconsin
$2.13M +$185K +281 +10%