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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 %
CCA
1601
Criterion Capital Advisors
Tennessee
$1.97M +$1.97M +2,989 New
APIM
1602
Agate Pass Investment Management
Washington
$1.97M +$8.58K +13 +0.4%
WMP
1603
Wealth Management Partners
Arizona
$1.97M -$44.2K -67 -2%
BOM
1604
Bank of Marin
California
$1.97M -$3.96K -6 -0.2%
WAS
1605
Winch Advisory Services
Wisconsin
$1.97M +$30.4K +46 +2%
FIM
1606
Freedom Investment Management
Connecticut
$1.96M -$320K -485 -14%
CWM
1607
Chemistry Wealth Management
New York
$1.96M +$2.64K +4 +0.1%
QWP
1608
Quotient Wealth Partners
Texas
$1.96M +$1.96M +2,965 New
CWM
1609
Compass Wealth Management
Connecticut
$1.95M -$660 -1 -0%
AFC
1610
AFT Forsyth & Company
Florida
$1.94M +$36.3K +55 +2%
SIG
1611
Sky Investment Group
Connecticut
$1.94M -$16.5K -25 -0.8%
CRC
1612
Curi RMB Capital
Illinois
$1.93M -$4.62K -7 -0.2%
BI
1613
Ballast Inc
Kentucky
$1.93M +$56.8K +86 +3%
FWA
1614
FSM Wealth Advisors
Ohio
$1.93M -$179K -271 -8%
CIC
1615
Crawford Investment Counsel
Georgia
$1.93M -$18.5K -28 -0.9%
FNWM
1616
Financial Network Wealth Management
Utah
$1.93M -$8.58K -13 -0.4%
NFSG
1617
Newbridge Financial Services Group
Florida
$1.92M +$201K +305 +12%
FFO
1618
Fiduciary Family Office
Florida
$1.92M +$1.92M +2,910 New
HCS
1619
Himension Capital (Singapore)
Singapore
$1.92M
SCI
1620
S&CO Inc
Massachusetts
$1.92M
GM
1621
GeoWealth Management
Illinois
$1.92M +$1.6M +2,430 +511%
AA
1622
Advisory Alpha
Michigan
$1.92M +$477K +723 +33%
AP
1623
Advisors Preferred
Maryland
$1.91M +$1.91M +2,936 New
Capstone Investment Advisors
1624
Capstone Investment Advisors
New York
$1.91M -$325K -493 -15%
CWM
1625
Circle Wealth Management
New Jersey
$1.91M +$108K +164 +6%