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 %
SRSA
1751
S.R. Schill & Associates
Washington
$1.56M -$152K -231 -9%
HVIA
1752
Hudson Valley Investment Advisors
New York
$1.56M -$39.7K -60 -2%
OA
1753
Oxbow Advisors
Texas
$1.55M +$660K +1,000 +74%
V
1754
VeraBank
Texas
$1.55M
SC
1755
Solstein Capital
California
$1.54M +$2.64K +4 +0.2%
CAMV
1756
Concord Asset Management (Virginia)
Virginia
$1.54M +$679K +1,029 +79%
MCCA
1757
Mill Creek Capital Advisors
Pennsylvania
$1.53M -$133K -202 -8%
NC
1758
NovaPoint Capital
Georgia
$1.53M +$31K +47 +2%
JMFC
1759
J.M. Forbes & Co
Massachusetts
$1.53M -$13.9K -21 -0.9%
ODG
1760
O'Dell Group
Ohio
$1.53M -$42.9K -65 -3%
BBNB
1761
Baker Boyer National Bank
Washington
$1.53M -$290K -440 -16%
BTWM
1762
Baker Tilly Wealth Management
Wisconsin
$1.53M -$11.9K -18 -0.8%
WMC
1763
Westwood Management Corporation
Illinois
$1.52M -$1.25M -1,900 -45%
AT
1764
Avalon Trust
New Mexico
$1.51M +$140K +212 +10%
SPW
1765
Sonoma Private Wealth
California
$1.51M -$119K -180 -7%
OP
1766
ORG Partners
Indiana
$1.51M +$68.1K +103 +5%
DAM
1767
Delta Asset Management
Tennessee
$1.51M +$38.9K +59 +3%
JFGIW
1768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51M -$54.1K -82 -3%
WA
1769
Waverly Advisors
Alabama
$1.51M -$5.94K -9 -0.4%
PWPS
1770
Pinnacle Wealth Planning Services
Ohio
$1.5M +$8.58K +13 +0.6%
AWAG
1771
ARS Wealth Advisors Group
Florida
$1.5M +$553K +837 +58%
AFT
1772
Alpha Family Trust
California
$1.5M -$62.7K -95 -4%
CSB
1773
City State Bank
Iowa
$1.5M -$23.1K -35 -2%
OHIS
1774
Oak Harvest Investment Services
Texas
$1.49M -$134K -203 -8%
CB
1775
CNB Bank
Pennsylvania
$1.49M +$23.1K +35 +2%