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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 %
WPWM
1876
Western Pacific Wealth Management
Illinois
$1.26M -$33K -50 -3%
FMWA
1877
Forvis Mazars Wealth Advisors
Missouri
$1.26M -$129K -196 -9%
LF
1878
Lee Financial
Texas
$1.25M +$709K +1,067 +130%
GC
1879
Grimes & Company
Massachusetts
$1.24M +$129K +195 +12%
CAM
1880
Close Asset Management
United Kingdom
$1.24M +$58.1K +88 +5%
FHC
1881
First Heartland Consultants
Missouri
$1.24M -$11.9K -18 -0.9%
DG
1882
DMC Group
Alabama
$1.24M -$140K -212 -10%
KIG
1883
Kennedy Investment Group
New Jersey
$1.24M -$10.6K -16 -0.8%
RZH
1884
Relyea Zuckerberg Hanson
Connecticut
$1.24M +$7.26K +11 +0.6%
RWPA
1885
Richard W. Paul & Associates
Michigan
$1.23M -$67.3K -102 -5%
DCM
1886
Dudley Capital Management
Virginia
$1.23M +$58.7K +89 +5%
WFI
1887
West Family Investments
California
$1.23M
RLWM
1888
RF&L Wealth Management
Massachusetts
$1.23M
CPM
1889
Connective Portfolio Management
New York
$1.23M
PMA
1890
Prudent Man Advisors
Illinois
$1.23M +$2.64K +4 +0.2%
ECM
1891
Exchange Capital Management
Michigan
$1.23M -$95.7K -145 -7%
CW
1892
CreativeOne Wealth
Kansas
$1.22M -$104K -158 -8%
S
1893
SimplyRich
California
$1.22M +$7.92K +12 +0.7%
PWA
1894
Physician Wealth Advisors
Utah
$1.22M +$4.15K +6 +0.3%
SWS
1895
SYSTM Wealth Solutions
Illinois
$1.22M -$45.5K -69 -4%
CSI
1896
Cross Staff Investments
New York
$1.22M
CFIA
1897
Cantor Fitzgerald Investment Advisors
New York
$1.22M +$1.22M +1,850 New
FA
1898
Faithward Advisors
Pennsylvania
$1.22M +$11.4K +16 +0.9%
MFA
1899
Mayflower Financial Advisors
Massachusetts
$1.22M -$7.92K -12 -0.6%
UWPG
1900
Ullmann Wealth Partners Group
Florida
$1.22M +$67.3K +102 +6%