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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 %
WG
1951
Welch Group
Alabama
$1.14M -$15.2K -23 -1%
VFA
1952
Voya Financial Advisors
Connecticut
$1.14M +$14.6K +22 +1%
PWM
1953
Prentice Wealth Management
New York
$1.14M +$8.58K +13 +0.8%
IPWA
1954
International Private Wealth Advisors
California
$1.13M +$1.13M +1,716 New
MCA
1955
MSH Capital Advisors
Arizona
$1.13M -$162K -245 -12%
JWA
1956
JFS Wealth Advisors
Pennsylvania
$1.13M
LCS
1957
Levin Capital Strategies
New York
$1.13M
DCM
1958
Davis Capital Management
Florida
$1.13M +$1.13M +1,709 New
BHBT
1959
Burke & Herbert Bank & Trust
Virginia
$1.13M -$8.58K -13 -0.8%
PGCM
1960
Prescott Group Capital Management
Oklahoma
$1.13M
MSAM
1961
Moloney Securities Asset Management
Missouri
$1.13M +$3.96K +6 +0.4%
AP
1962
Atwood & Palmer
Missouri
$1.12M +$1.32K +2 +0.1%
CA
1963
Commerzbank Aktiengesellschaft
Germany
$1.12M +$380K +576 +51%
GFP
1964
Guardian Financial Partners
California
$1.12M +$58.1K +88 +5%
BRA
1965
Bender Robert & Associates
California
$1.12M -$22.4K -34 -2%
BFM
1966
Boothbay Fund Management
New York
$1.12M -$161K -244 -13%
PTB
1967
Pioneer Trust Bank
Oregon
$1.12M -$10.6K -16 -0.9%
PCWA
1968
Pacific Capital Wealth Advisors
California
$1.12M -$660 -1 -0.1%
BIP
1969
Blueprint Investment Partners
North Carolina
$1.12M +$298K +452 +36%
MIM
1970
Meridiem Investment Management
United Kingdom
$1.12M -$131K -199 -11%
FCAS
1971
First Command Advisory Services
Texas
$1.11M -$50.2K -76 -4%
WBC
1972
West Branch Capital
Massachusetts
$1.11M +$193K +293 +21%
CIG
1973
Cascade Investment Group
Colorado
$1.11M +$46.9K +71 +4%
RPWA
1974
Regent Peak Wealth Advisors
Georgia
$1.1M +$48.2K +73 +5%
RDFA
1975
Ritter Daniher Financial Advisory
Ohio
$1.1M -$12.5K -19 -1%