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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 %
SFP
1551
Shepherd Financial Partners
Massachusetts
$2.12M +$20.5K +31 +1%
CNBT
1552
Canandaigua National Bank & Trust
New York
$2.12M +$10.6K +16 +0.5%
GP
1553
Greenline Partners
New York
$2.12M
MTC
1554
Matrix Trust Company
Colorado
$2.11M -$23.8K -36 -1%
DWA
1555
Delap Wealth Advisory
Oregon
$2.11M +$1.59M +2,413 +306%
CI
1556
Conning Inc
Connecticut
$2.11M
AWM
1557
Atticus Wealth Management
Florida
$2.11M +$1.32K +2 +0.1%
BC
1558
Burney Company
Virginia
$2.11M +$461K +699 +28%
SAM
1559
Strategy Asset Managers
California
$2.1M +$7.92K +12 +0.4%
FDS
1560
First Dallas Securities
Texas
$2.09M +$237K +359 +13%
FCM
1561
Fairbanks Capital Management
California
$2.09M +$99K +150 +5%
AWM
1562
Aviso Wealth Management
Washington
$2.09M +$2.09M +3,162 New
PFGIA
1563
Patriot Financial Group Insurance Agency
Massachusetts
$2.08M +$174K +263 +9%
AWCI
1564
Alpine Woods Capital Investors
New York
$2.08M +$1.12M +1,693 +116%
ACMA
1565
Arbor Capital Management (Alaska)
Alaska
$2.07M +$2.58K +4 +0.1%
BCCM
1566
Bridge Creek Capital Management
Massachusetts
$2.07M -$38.3K -58 -2%
AWA
1567
Arkadios Wealth Advisors
Georgia
$2.07M +$45.5K +69 +2%
ACM
1568
Argent Capital Management
Missouri
$2.06M
HNWAG
1569
High Net Worth Advisory Group
Florida
$2.06M +$5.94K +9 +0.3%
TWM
1570
Triton Wealth Management
Arizona
$2.06M -$16.9K -26 -0.8%
PWS
1571
Peloton Wealth Strategists
Indiana
$2.06M +$509K +771 +33%
NW
1572
Naviter Wealth
Arkansas
$2.06M +$311K +460 +18%
TNAM
1573
Terra Nova Asset Management
New York
$2.06M +$475K +719 +30%
BO
1574
Bank OZK
Arkansas
$2.05M +$58.1K +88 +3%
CWS
1575
Cypress Wealth Services
California
$2.05M -$660 -1 -0%