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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 %
HH
1901
HWG Holdings
Texas
$1.22M +$29.7K +45 +3%
LCM
1902
LCM Capital Management
Illinois
$1.22M +$3.3K +5 +0.3%
ATC
1903
Adirondack Trust Company
New York
$1.22M -$9.67K -13 -0.8%
PCA
1904
Peddock Capital Advisors
Massachusetts
$1.21M +$33.7K +51 +3%
KW
1905
KWB Wealth
California
$1.21M -$37.6K -57 -3%
LFA
1906
Laraway Financial Advisors
Minnesota
$1.21M -$16.5K -25 -1%
FWP
1907
Falcon Wealth Planning
California
$1.21M +$607K +919 +100%
BCM
1908
Buckhead Capital Management
Georgia
$1.21M -$16.5K -25 -1%
AIA
1909
Arbor Investment Advisors
North Carolina
$1.21M -$5.28K -8 -0.4%
BWM
1910
BigSur Wealth Management
Florida
$1.2M
ECG
1911
Edge Capital Group
Georgia
$1.19M -$20.5K -31 -2%
CFP
1912
Catalyst Financial Partners
Massachusetts
$1.19M +$45.5K +69 +4%
FNBOH
1913
First National Bank of Hutchinson
Kansas
$1.19M +$1.32K +2 +0.1%
SIC
1914
Sterling Investment Counsel
New York
$1.19M -$26.4K -40 -2%
WFA
1915
Wellspring Financial Advisors
Ohio
$1.19M +$38.9K +59 +3%
RIM
1916
Redwood Investment Management
Arizona
$1.19M -$231K -350 -16%
GCM
1917
Greenland Capital Management
New York
$1.18M +$1.18M +1,794 New
CPRC
1918
Consolidated Portfolio Review Corp
New York
$1.18M +$7.26K +11 +0.6%
HC
1919
Hara Capital
Washington
$1.18M +$1.18M +1,790 New
NG
1920
Norden Group
Utah
$1.18M -$67.3K -102 -5%
EFG
1921
Ethos Financial Group
Pennsylvania
$1.18M +$78.3K +115 +7%
C
1922
CEDRUS
Colorado
$1.18M +$99K +150 +9%
OC
1923
Opinicus Capital
Florida
$1.18M +$1.18M +1,784 New
WCG
1924
Weaver Consulting Group
California
$1.18M +$1.98K +3 +0.2%
ACM
1925
AlphaStar Capital Management
North Carolina
$1.18M +$4.62K +7 +0.4%