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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 %
HWA
1626
Heritage Wealth Advisors
Virginia
$1.91M -$13.2K -20 -0.7%
VCP
1627
Vista Capital Partners
Oregon
$1.91M +$305K +462 +19%
III
1628
Independent Investors Inc
New York
$1.91M
GBT
1629
Grove Bank & Trust
Florida
$1.91M +$49.5K +75 +3%
PWMG
1630
Prestige Wealth Management Group
New Jersey
$1.91M +$36.5K +54 +2%
FCA
1631
Fortis Capital Advisors
Kansas
$1.9M +$1.13M +1,719 +149%
EIA
1632
Eastover Investment Advisors
North Carolina
$1.89M +$20.5K +31 +1%
GFP
1633
Gryphon Financial Partners
Ohio
$1.89M +$729K +1,274 +63%
PFG
1634
Prosperity Financial Group
California
$1.89M +$23.1K +35 +1%
MCC
1635
Money Concepts Capital
Florida
$1.89M -$21.8K -33 -1%
SAA
1636
Southeast Asset Advisors
Georgia
$1.88M +$184K +279 +11%
G
1637
GenTrust
Florida
$1.88M
SPA
1638
Sherbrooke Park Advisers
New York
$1.88M +$1.33M +2,008 +240%
WCM
1639
Washburn Capital Management
Florida
$1.88M +$281K +425 +18%
CFS
1640
Commonwealth Financial Services
West Virginia
$1.87M +$15.2K +23 +0.8%
PI
1641
Parkside Investments
Illinois
$1.87M +$660 +1 +0%
PA
1642
PFW Advisors
Georgia
$1.87M -$25.1K -38 -1%
FBB
1643
Fulton Breakefield Broenniman
Maryland
$1.87M +$58.1K +88 +3%
NBT
1644
Northwest Bank & Trust
Iowa
$1.87M +$1.87M +2,829 New
FCM
1645
Fortis Capital Management
Washington
$1.87M +$124K +188 +7%
CWP
1646
Core Wealth Partners
California
$1.86M +$99K +150 +6%
WCM
1647
Whitener Capital Management
North Carolina
$1.86M -$29.7K -45 -2%
AL
1648
ACAS LLC
California
$1.86M +$48.2K +73 +3%
IGWM
1649
ICA Group Wealth Management
Colorado
$1.86M -$5.94K -9 -0.3%
TPI
1650
Trust Point Inc
Wisconsin
$1.86M +$1.86M +2,817 New