COST icon

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 %
HT
1926
Headlands Technologies
Illinois
$1.18M +$439K +665 +60%
BBA
1927
Baader Bank Aktiengesellschaft
Germany
$1.17M +$401K +611 +52%
RCIM
1928
Red Cedar Investment Management
Michigan
$1.17M
LTAS
1929
Linden Thomas Advisory Services
North Carolina
$1.17M +$141K +213 +14%
HGWM
1930
Horst & Graben Wealth Management
Oregon
$1.17M +$1.98K +3 +0.2%
AWA
1931
Aaron Wealth Advisors
Illinois
$1.17M +$100K +152 +9%
MSFS
1932
Main Street Financial Solutions
Pennsylvania
$1.16M +$52.2K +79 +5%
DDPIC
1933
Deroy & Devereaux Private Investment Counsel
Michigan
$1.16M -$303K -459 -21%
SMA
1934
Sage Mountain Advisors
Georgia
$1.16M -$314K -475 -21%
ZIMP
1935
Zimmermann Investment Management & Planning
Pennsylvania
$1.16M +$302K +457 +35%
MWC
1936
MBM Wealth Consultants
Missouri
$1.16M -$18K -26 -2%
PA
1937
Paragon Advisors
Texas
$1.16M -$539K -816 -32%
TIM
1938
Tortoise Investment Management
New York
$1.16M -$24.4K -37 -2%
PTC
1939
Philadelphia Trust Company
Pennsylvania
$1.16M -$172K -260 -13%
CP
1940
Canopy Partners
Ohio
$1.16M +$1.16M +1,712 New
TAM
1941
Titleist Asset Management
Texas
$1.15M +$56.1K +85 +5%
9WM
1942
9258 Wealth Management
Ohio
$1.15M -$62K -94 -5%
OLVIG
1943
Oliver Lagore Vanvalin Investment Group
Michigan
$1.15M -$150K -227 -12%
VT
1944
Vise Technologies
New York
$1.15M +$125K +189 +12%
SQA
1945
Simon Quick Advisors
New Jersey
$1.15M +$147K +222 +15%
WAM
1946
WealthTrust Asset Management
Florida
$1.15M +$1.15M +1,738 New
SFG
1947
Sovereign Financial Group
Connecticut
$1.15M -$82.5K -125 -7%
1IA
1948
1834 Investment Advisors
Wisconsin
$1.15M -$354K -537 -24%
STAS
1949
Strong Tower Advisory Services
Minnesota
$1.14M +$33.7K +51 +3%
LCOV
1950
London Company of Virginia
Virginia
$1.14M