COST icon

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 %
KIC
1726
Keating Investment Counselors
Florida
$1.65M -$99K -150 -6%
CC
1727
Commons Capital
Massachusetts
$1.64M -$33.7K -51 -2%
AA
1728
Apriem Advisors
California
$1.64M -$26.4K -40 -2%
TW
1729
TrinityPoint Wealth
Connecticut
$1.63M +$219K +332 +15%
WAP
1730
Wealthcare Advisory Partners
Pennsylvania
$1.63M -$20.5K -31 -1%
UCB
1731
United Community Bank
South Carolina
$1.63M +$1.63M +2,469 New
EIP
1732
Ellis Investment Partners
Pennsylvania
$1.63M +$660 +1 +0%
SAM
1733
Shikiar Asset Management
New York
$1.62M
FSA
1734
Fort Sheridan Advisors
Illinois
$1.62M +$59.4K +90 +4%
EFG
1735
Everhart Financial Group
Ohio
$1.62M +$275K +417 +20%
PIA
1736
Perennial Investment Advisors
California
$1.62M -$660 -1 -0%
SSI
1737
Scott & Selber Inc
Texas
$1.62M -$20.5K -31 -1%
TFCM
1738
Taylor Frigon Capital Management
Arizona
$1.61M -$42.9K -65 -3%
VCM
1739
Viewpoint Capital Management
Washington
$1.61M +$5.28K +8 +0.3%
FPAS
1740
Focus Partners Advisor Solutions
Missouri
$1.6M +$284K +430 +22%
MC
1741
Mathes Company
New York
$1.59M -$33K -50 -2%
FMLI
1742
Fukoku Mutual Life Insurance
Japan
$1.58M
NCM
1743
Northside Capital Management
Oregon
$1.58M +$660 +1 +0%
WKWM
1744
Walter & Keenan Wealth Management
Indiana
$1.58M -$66K -100 -4%
MWM
1745
Marion Wealth Management
Pennsylvania
$1.58M +$1.18M +1,792 +300%
SWM
1746
Scissortail Wealth Management
Oklahoma
$1.58M +$1.24M +1,791 +372%
LI
1747
Louisbourg Investments
New Brunswick, Canada
$1.58M +$1.58M +2,388 New
OL
1748
Optas LLC
Texas
$1.57M +$9.9K +15 +0.6%
AC
1749
Apella Capital
Connecticut
$1.57M -$4.54K -7 -0.3%
SPFA
1750
Summit Place Financial Advisors
New Jersey
$1.57M +$25.7K +39 +2%