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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 %
AC
1676
Avestar Capital
New York
$1.79M +$347K +514 +24%
WP
1677
WMS Partners
Maryland
$1.79M +$87.8K +133 +5%
TFA
1678
Transamerica Financial Advisors
Florida
$1.78M +$230K +348 +15%
MPPW
1679
Mitchell & Pahl Private Wealth
Oklahoma
$1.78M -$60.1K -91 -3%
CHA
1680
Carmichael Hill & Associates
Maryland
$1.78M -$10.6K -16 -0.6%
DFG
1681
Delta Financial Group
New Jersey
$1.77M +$7.26K +11 +0.4%
LB
1682
Legacy Bridge
Iowa
$1.77M -$5.28K -8 -0.3%
CIC
1683
Cutler Investment Counsel
Oregon
$1.77M +$12.5K +19 +0.7%
CP
1684
Capital Planning
Washington
$1.77M
CWM
1685
Cornerstone Wealth Management
Missouri
$1.77M -$227K -344 -11%
USB
1686
Union Savings Bank
Connecticut
$1.77M -$123K -187 -7%
KWM
1687
Keebeck Wealth Management
Illinois
$1.76M +$99.2K +147 +6%
EGM
1688
Engineers Gate Manager
New York
$1.76M +$230K +348 +15%
VWM
1689
Vigilare Wealth Management
Arizona
$1.76M -$13.2K -20 -0.7%
IAS
1690
Investment Advisory Services
Texas
$1.75M -$34.3K -52 -2%
SRA
1691
Secured Retirement Advisors
Minnesota
$1.75M +$1.75M +2,654 New
TWM
1692
Tradition Wealth Management
Minnesota
$1.75M -$12.5K -19 -0.7%
GAM
1693
Grandview Asset Management
Pennsylvania
$1.75M -$27.7K -42 -2%
MIM
1694
Moseley Investment Management
Florida
$1.75M -$11.9K -18 -0.7%
NAMP
1695
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.75M -$3.3K -5 -0.2%
VCP
1696
Verus Capital Partners
Arizona
$1.74M +$22.4K +34 +1%
PF
1697
Prosperitas Financial
California
$1.74M +$170K +258 +11%
MWM
1698
Massachusetts Wealth Management
Massachusetts
$1.74M +$80.5K +122 +5%
RGF
1699
Retirement Guys Formula
Ohio
$1.73M -$660 -1 -0%
MC
1700
Martin & Co
Tennessee
$1.73M -$75.9K -115 -4%