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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 %
GAG
1576
GM Advisory Group
New York
$2.05M +$78.5K +119 +4%
TIA
1577
Tiemann Investment Advisors
California
$2.05M -$139K -210 -6%
FNC
1578
First National Corp
Massachusetts
$2.05M +$9.9K +15 +0.5%
GLLW
1579
Graves Light Lenhart Wealth
Virginia
$2.04M -$11.2K -17 -0.5%
LC
1580
Lindbrook Capital
California
$2.03M +$409K +619 +25%
CS
1581
Cannell & Spears
New York
$2.03M +$79.2K +120 +4%
MSFP
1582
Mark Sheptoff Financial Planning
Connecticut
$2.03M +$660 +1 +0%
CPIA
1583
Cornell Pochily Investment Advisors
New York
$2.03M +$33.7K +51 +2%
NFG
1584
Nadler Financial Group
Illinois
$2.02M +$49.5K +75 +3%
RWA
1585
Redhawk Wealth Advisors
Minnesota
$2.02M +$66.7K +101 +3%
RCM
1586
RNC Capital Management
California
$2.02M
MPCA
1587
Madison Park Capital Advisors
Washington
$2.02M +$2.02M +2,988 New
EWM
1588
Elmwood Wealth Management
California
$2.01M -$964K -1,460 -32%
BIG
1589
Brooklyn Investment Group
New York
$2M +$2M +3,034 New
TPCW
1590
TD Private Client Wealth
New York
$2M +$1M +1,517 +100%
SMWM
1591
Silvia McColl Wealth Management
California
$2M +$264K +400 +15%
LCM
1592
Logan Capital Management
Pennsylvania
$1.99M +$214K +324 +12%
AFG
1593
Alterity Financial Group
Maine
$1.98M -$14.5K -22 -0.7%
AFG
1594
Atomi Financial Group
New York
$1.98M +$821K +1,244 +71%
SACTSONJ
1595
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.98M
WP
1596
Waycross Partners
Kentucky
$1.98M
SA
1597
SRN Advisors
Pennsylvania
$1.98M +$1.98M +2,999 New
WP
1598
Westmount Partners
California
$1.98M -$81.2K -123 -4%
FIC
1599
FCG Investment Company
Tennessee
$1.98M +$1.98M +2,997 New
CAM
1600
Cidel Asset Management
Ontario, Canada
$1.98M +$1.41M +2,129 +246%