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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 %
RT
1776
Rockland Trust
Massachusetts
$1.49M +$13.2K +20 +0.9%
CIA
1777
Cladis Investment Advisory
Montana
$1.49M -$25.1K -38 -2%
GWANC
1778
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.49M -$59.4K -90 -4%
SC
1779
Searle & Co
Connecticut
$1.49M
DF
1780
Donoghue Forlines
Massachusetts
$1.49M +$1.49M +2,254 New
BWM
1781
BNC Wealth Management
Oregon
$1.49M -$3.3K -5 -0.2%
LIM
1782
Letson Investment Management
Georgia
$1.48M +$1.48M +2,248 New
CMS
1783
Capital Market Strategies
Florida
$1.48M +$145K +220 +11%
SIA
1784
SeaBridge Investment Advisors
New Jersey
$1.48M -$99K -150 -6%
MP
1785
McDonald Partners
Ohio
$1.47M -$14.5K -22 -1%
QC
1786
Quent Capital
New York
$1.47M +$128K +194 +10%
ST
1787
Smithfield Trust
Pennsylvania
$1.47M +$21.2K +32 +1%
MA
1788
MKT Advisors
California
$1.47M +$3.28K +5 +0.2%
ZIG
1789
Zullo Investment Group
Pennsylvania
$1.46M +$45.6K +69 +3%
JIP
1790
Jaffetilchin Investment Partners
Florida
$1.46M -$70.6K -107 -5%
FPGK
1791
Financial Partners Group (Kansas)
Kansas
$1.46M -$9.9K -15 -0.7%
WA
1792
WESPAC Advisors
California
$1.46M +$1.98K +3 +0.1%
CB
1793
Centennial Bank
Arkansas
$1.45M
SP
1794
Symmetry Partners
Connecticut
$1.45M -$450K -678 -24%
MIS
1795
Morningstar Investment Services
Illinois
$1.45M +$873K +1,316 +150%
AFG
1796
Allegheny Financial Group
Pennsylvania
$1.45M -$21.1K -32 -1%
SFO
1797
Stokes Family Office
Louisiana
$1.45M -$1.56M -2,366 -52%
AL
1798
Aspiriant LLC
California
$1.45M +$13.2K +20 +0.9%
MSWMA
1799
Market Street Wealth Management Advisors
Indiana
$1.45M +$13.2K +20 +0.9%
KMWM
1800
Keudell/Morrison Wealth Management
Oregon
$1.45M