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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 %
HPC
1701
HM Payson & Co
Maine
$1.73M -$7.26K -11 -0.4%
PAA
1702
Peregrine Asset Advisers
Oregon
$1.72M +$13.2K +20 +0.8%
LAIC
1703
Lederer & Associates Investment Counsel
California
$1.72M -$176K -266 -9%
NME
1704
Notis-McConarty Edward
$1.71M
NGA
1705
Naples Global Advisors
Florida
$1.71M
MSS
1706
Mitchell Sinkler & Starr
Pennsylvania
$1.71M +$42.9K +65 +3%
NQWM
1707
Northwest Quadrant Wealth Management
Oregon
$1.71M +$50.2K +76 +3%
TCM
1708
Tufton Capital Management
Maryland
$1.71M -$195K -295 -10%
MA
1709
MONECO Advisors
Connecticut
$1.71M -$76.6K -116 -4%
FC
1710
Forte Capital
New York
$1.71M -$185K -280 -10%
PMSA
1711
Patrick M. Sweeney & Associates
Illinois
$1.7M +$1.7M +2,582 New
NS
1712
NBC Securities
Alabama
$1.7M -$105K -159 -6%
NAS
1713
Nicolet Advisory Services
Wisconsin
$1.69M -$99.7K -152 -6%
CCM
1714
Carlson Capital Management
Minnesota
$1.69M +$362K +549 +27%
SIM
1715
Sentry Investment Management
Wisconsin
$1.69M -$5.94K -9 -0.3%
CFG
1716
CKW Financial Group
Hawaii
$1.69M
GL
1717
Graypoint LLC
New York
$1.69M +$238K +360 +16%
KCM
1718
Kathmere Capital Management
Pennsylvania
$1.68M +$86.5K +131 +5%
IAMOG
1719
Investors Asset Management of Georgia
Georgia
$1.68M -$16.5K -25 -1%
FA
1720
Fermata Advisors
California
$1.67M +$63.4K +96 +4%
SIA
1721
Soltis Investment Advisors
Utah
$1.67M -$129K -196 -7%
PCM
1722
Penserra Capital Management
California
$1.66M -$328K -498 -17%
LAM
1723
Lynch Asset Management
Pennsylvania
$1.65M +$660K +1,000 +67%
ODA
1724
One Degree Advisors
California
$1.65M +$1.65M +2,318 New
Financial Engines Advisors
1725
Financial Engines Advisors
California
$1.65M +$556K +827 +51%