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Costco

3,311 hedge funds and large institutions have $207B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,327 increasing their positions, 1,207 reducing their positions, and 83 closing their positions.

Holders
3,311
Holders Change
+261
Holders Change %
+8.56%
% of All Funds
48.55%
Holding in Top 10
286
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+15.79%
% of All Funds
4.19%
New
400
Increased
1,327
Reduced
1,207
Closed
83
Calls
$5.96B
Puts
$8.1B
Net Calls
-$2.14B
Net Calls Change
-$1.03B
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$128M 194,204 +1,398 +0.7%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$127M 191,696 +3,710 +2%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$126M 191,583 +1,788 +0.9%
Acadian Asset Management
179
Acadian Asset Management
Massachusetts
$123M 186,622 +6,926 +4%
HNB
180
Huntington National Bank
Ohio
$123M 186,359 +2,094 +1%
Westfield Capital Management
181
Westfield Capital Management
Massachusetts
$122M 185,146 -20,471 -10%
ZIG
182
Zurich Insurance Group
Switzerland
$121M 182,644 -17,784 -9%
CIBC Asset Management
183
CIBC Asset Management
Ontario, Canada
$118M 178,084 -14,150 -7%
TWC
184
TD Waterhouse Canada
Ontario, Canada
$116M 167,176 +702 +0.4%
UB
185
UMB Bank
Missouri
$114M 172,923 -8,338 -5%
Nomura Asset Management
186
Nomura Asset Management
Japan
$114M 172,409 +3,346 +2%
WF
187
Welch & Forbes
Massachusetts
$113M 171,314 +1,157 +0.7%
BC
188
Bartlett & Co
Ohio
$112M 165,627 -2,810 -2%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$112M 165,627 -2,810 -2%
GC
190
Guggenheim Capital
Illinois
$108M 164,149 +13,918 +9%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$106M 161,152 +7,866 +5%
DADC
192
D.A. Davidson & Co
Montana
$106M 160,420 -110 -0.1%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$105M 158,378 +10,174 +7%
BFS
194
Bradley Foster & Sargent
Connecticut
$104M 158,156 +580 +0.4%
BNP Paribas Asset Management
195
BNP Paribas Asset Management
France
$104M 158,037 +51,864 +49%
CW
196
Connectus Wealth
Ohio
$102M 156,576 -48 -0%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$101M 153,199 +1,668 +1%
DC
198
Davenport & Co
Virginia
$100M 152,206 +496 +0.3%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$100M 151,999 -66,107 -30%
EWA
200
EP Wealth Advisors
California
$100M 151,521 +2,215 +1%