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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 %
GA
1651
Geller Advisors
New York
$1.86M +$1.08M +1,600 +139%
CIM
1652
Caldwell Investment Management
Ontario, Canada
$1.85M -$662K -1,000 -26%
CWP
1653
Concord Wealth Partners
Virginia
$1.85M +$567K +859 +44%
CHAM
1654
Clear Harbor Asset Management
Connecticut
$1.85M +$90.4K +137 +5%
RFN
1655
RDA Financial Network
Iowa
$1.85M +$158K +240 +9%
CM
1656
Castleark Management
Illinois
$1.85M
FUBT
1657
First United Bank & Trust
Maryland
$1.85M +$53.5K +81 +3%
SHFA
1658
SC&H Financial Advisors
Maryland
$1.85M -$19.8K -30 -1%
CIM
1659
CIM Investment Management
Pennsylvania
$1.84M
HIS
1660
Harvest Investment Services
Illinois
$1.84M -$1.14M -1,729 -38%
CAI
1661
Capital Advisors Inc
Oklahoma
$1.84M -$3.3K -5 -0.2%
IIA
1662
IPG Investment Advisors
California
$1.84M +$30.4K +45 +2%
AFS
1663
Aft Forsyth & Sober
Florida
$1.83M
FWM
1664
Forza Wealth Management
Florida
$1.83M -$1.43M -2,165 -44%
SHFA
1665
SS&H Financial Advisors
Michigan
$1.82M -$660 -1 -0%
VLC
1666
Van Leeuwen & Company
New Jersey
$1.82M -$830K -1,257 -31%
NCM
1667
Novare Capital Management
North Carolina
$1.82M -$453K -687 -20%
ZIC
1668
ZWJ Investment Counsel
Georgia
$1.81M -$15.2K -23 -0.8%
PFP
1669
Paragon Financial Partners
California
$1.81M -$70.6K -107 -4%
EWM
1670
EPG Wealth Management
Georgia
$1.81M +$32.9K +46 +2%
AT
1671
Arlington Trust
Alabama
$1.81M +$1.81M +2,743 New
ME
1672
McIlrath & Eck
Washington
$1.81M +$94.4K +143 +6%
IA
1673
Insight Advisors
Pennsylvania
$1.81M +$9.91K +15 +0.6%
NSB
1674
Norway Savings Bank
Maine
$1.8M +$25.7K +39 +1%
PL
1675
Plancorp LLC
Missouri
$1.79M +$101K +153 +6%