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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 %
PP
1851
PDS Planning
Ohio
$1.32M +$49.5K +75 +4%
IP
1852
Investment Partners
Ohio
$1.32M -$41.6K -63 -3%
AWS
1853
Arkfeld Wealth Strategies
Nebraska
$1.32M +$70.7K +106 +6%
LWA
1854
Lineweaver Wealth Advisors
Ohio
$1.32M -$127K -192 -9%
AWP
1855
Abacus Wealth Partners
California
$1.32M +$72K +109 +6%
LIM
1856
Leavell Investment Management
Alabama
$1.3M +$13.5K +20 +1%
TW
1857
Traveka Wealth
California
$1.3M +$1.3M +1,975 New
PO
1858
Private Ocean
California
$1.3M +$57.4K +87 +5%
AWM
1859
Arista Wealth Management
Nevada
$1.3M -$5.94K -9 -0.5%
PFBT
1860
Parkside Financial Bank & Trust
Missouri
$1.29M +$150K +227 +13%
CA
1861
Cornerstone Advisory
Maryland
$1.29M +$136K +206 +12%
OWA
1862
Octavia Wealth Advisors
Ohio
$1.29M +$519K +769 +67%
BWM
1863
BKM Wealth Management
Wisconsin
$1.29M +$1.29M +1,953 New
BCM
1864
Birmingham Capital Management
Alabama
$1.29M
OCM
1865
Orion Capital Management
California
$1.28M -$27.7K -42 -2%
SAM
1866
Smartleaf Asset Management
Massachusetts
$1.28M +$1.28M +1,949 New
CAG
1867
Curtis Advisory Group
California
$1.28M -$3.3K -5 -0.3%
CA
1868
Claro Advisors
Massachusetts
$1.28M +$46.9K +71 +4%
FC
1869
Fulcrum Capital
Washington
$1.28M -$132K -200 -9%
GWMR
1870
GC Wealth Management RIA
Massachusetts
$1.28M +$1.28M +1,940 New
OW
1871
Olistico Wealth
Oklahoma
$1.28M -$85.8K -130 -6%
GAG
1872
Goodman Advisory Group
Massachusetts
$1.27M +$982K +1,487 +336%
CFO
1873
CVA Family Office
Colorado
$1.27M +$660 +1 +0.1%
CNBTD
1874
Citizens National Bank Trust Department
Mississippi
$1.26M
ESB
1875
Essex Savings Bank
Connecticut
$1.26M +$181K +274 +17%