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 %
LFA
1976
Legacy Financial Advisors
Kentucky
$1.1M +$89.8K +136 +9%
VBCG
1977
Valley Brook Capital Group
Pennsylvania
$1.1M +$9.9K +15 +0.9%
HTHT
1978
Hemenway Trust Hemenway Trust
New Hampshire
$1.1M +$217K +329 +25%
GFG
1979
Goldstone Financial Group
Illinois
$1.1M +$22.4K +34 +2%
DIP
1980
DT Investment Partners
Pennsylvania
$1.09M +$127K +181 +13%
3F
1981
360 Financial
Minnesota
$1.09M +$53.5K +81 +5%
FAT
1982
First American Trust
California
$1.09M +$330K +500 +43%
RCM
1983
Riverpark Capital Management
New York
$1.09M
N
1984
Numerai
California
$1.09M +$1.09M +1,646 New
AFP
1985
Ausdal Financial Partners
Iowa
$1.09M +$13.9K +21 +1%
HCP
1986
Hexagon Capital Partners
Arkansas
$1.08M +$31.7K +48 +3%
IGGA
1987
Iron Gate Global Advisors
Utah
$1.08M +$13.2K +20 +1%
SCG
1988
Sonata Capital Group
Washington
$1.08M
BOH
1989
Bank of Hawaii
Hawaii
$1.08M
GAM
1990
Gould Asset Management
California
$1.08M -$46.2K -70 -4%
TFF
1991
The Family Firm
Maryland
$1.08M -$1.32K -2 -0.1%
PFG
1992
PAX Financial Group
Texas
$1.08M -$86.2K -119 -7%
VV
1993
Verity & Verity
South Carolina
$1.08M
SCI
1994
Stableford Capital II
Arizona
$1.07M -$51.2K -76 -5%
Connor, Clark & Lunn Investment Management (CC&L)
1995
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.07M +$1.07M +1,620 New
CWM
1996
Centurion Wealth Management
Virginia
$1.07M +$23.8K +36 +2%
OC
1997
Oakworth Capital
Alabama
$1.07M -$9.9K -15 -0.9%
OPW
1998
Oxler Private Wealth
New York
$1.07M -$1.33M -2,020 -56%
IWA
1999
Icon Wealth Advisors
Texas
$1.06M +$1.06M +1,611 New
SFG
2000
Seamount Financial Group
Colorado
$1.06M +$1.06M +1,610 New