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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 %
FFG
1801
Fortem Financial Group
California
$1.44M +$147K +223 +11%
CRI
1802
Colonial River Investments
Virginia
$1.44M +$451K +684 +46%
NMG
1803
New Millennium Group
Utah
$1.44M -$465K -705 -24%
HL
1804
HeadInvest LLC
Maine
$1.44M -$66K -100 -4%
TFA
1805
Toth Financial Advisory
Virginia
$1.43M +$176K +267 +14%
BWA
1806
Bordeaux Wealth Advisors
California
$1.43M +$545K +826 +62%
CMI
1807
Clare Market Investments
Texas
$1.43M +$99K +150 +7%
LNB
1808
Ledyard National Bank
$1.42M +$150K +227 +12%
WSCM
1809
Wellington Shields Capital Management
New York
$1.42M +$719K +1,090 +103%
CCA
1810
Conestoga Capital Advisors
Pennsylvania
$1.42M
EWM
1811
Evermay Wealth Management
Virginia
$1.41M -$408K -609 -22%
UH
1812
Unigestion Holding
Switzerland
$1.41M -$5.26M -7,971 -79%
CBFP
1813
Cedar Brook Financial Partners
Ohio
$1.41M -$144K -214 -9%
WQ
1814
Wealth Quarterback
New Jersey
$1.41M -$61.4K -93 -4%
AA
1815
Argent Advisors
Louisiana
$1.41M -$15.2K -23 -1%
AWMT
1816
AAFMAA Wealth Management & Trust
North Carolina
$1.4M +$1.4M +2,125 New
LFG
1817
Larson Financial Group
Missouri
$1.4M +$68K +103 +5%
WAOI
1818
Wealth Advisors of Iowa
Iowa
$1.4M -$63.4K -96 -4%
RFG
1819
RFP Financial Group
Georgia
$1.4M +$7.26K +11 +0.5%
MFG
1820
MidWestOne Financial Group
Iowa
$1.39M -$27.1K -41 -2%
TF
1821
Trek Financial
Arizona
$1.39M +$11.2K +17 +0.8%
SSA
1822
South Street Advisors
New York
$1.39M
FW
1823
FirstPurpose Wealth
Utah
$1.38M +$1.38M +2,098 New
UL
1824
Unionview LLC
Washington
$1.38M +$66K +100 +5%
APG
1825
Abacus Planning Group
South Carolina
$1.38M +$16.5K +25 +1%