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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 %
MHIC
1826
Marble Harbor Investment Counsel
Massachusetts
$1.38M
TCM
1827
Traynor Capital Management
Pennsylvania
$1.38M +$209K +317 +18%
IWA
1828
Invera Wealth Advisors
Oregon
$1.38M +$1.38M +2,088 New
EFL
1829
ERn Financial LLC
Wisconsin
$1.37M -$83.1K -121 -6%
UAS
1830
United Asset Strategies
New York
$1.37M +$180K +272 +15%
RA
1831
RiverPark Advisors
New York
$1.37M -$42.2K -64 -3%
SAMC
1832
Spectrum Asset Management (California)
California
$1.37M
FC
1833
Fusion Capital
South Carolina
$1.37M +$1.98K +3 +0.1%
FMTCOCP
1834
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.35M +$1.3M +1,971 +2,495%
GPI
1835
General Partner Inc
Pennsylvania
$1.35M
AO
1836
Advisor OS
Illinois
$1.34M +$429K +649 +47%
LA
1837
LexAurum Advisors
Kansas
$1.34M +$29K +44 +2%
RSA
1838
River Street Advisors
Illinois
$1.34M +$29.7K +45 +2%
BP
1839
BBR Partners
New York
$1.34M +$636K +964 +90%
MLIM
1840
Mountain Lake Investment Management
Florida
$1.34M -$126K -191 -9%
RWI
1841
Red Wave Investments
Pennsylvania
$1.34M -$22.4K -34 -2%
AIMA
1842
Ables Iannone Moore & Associates
Georgia
$1.34M +$1.34M +2,025 New
VDI
1843
Vaughan David Investments
Illinois
$1.33M +$22.4K +34 +2%
LFM
1844
LGT Fund Management
Liechtenstein
$1.33M -$663K -1,000 -33%
OWP
1845
Obermeyer Wealth Partners
Colorado
$1.32M -$57.4K -87 -4%
APWA
1846
Atlas Private Wealth Advisors
New Jersey
$1.32M +$25.1K +38 +2%
SCA
1847
St. Clair Advisors
Ohio
$1.32M
PWAM
1848
Pinnacle West Asset Management
Wyoming
$1.32M
MUAMU
1849
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.32M
BA
1850
Ballast Advisors
Minnesota
$1.32M +$197K +299 +18%