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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 %
VA
2001
Valmark Advisers
Ohio
$1.06M +$135K +204 +15%
NFA
2002
Northern Financial Advisors
Michigan
$1.06M +$12.5K +19 +1%
WWM
2003
Whalen Wealth Management
Nevada
$1.06M +$1.06M +1,603 New
GSIS
2004
Global Strategic Investment Solutions
Arizona
$1.06M +$11.2K +17 +1%
MC
2005
Machina Capital
France
$1.06M +$3.96K +6 +0.4%
AG
2006
AlTi Global
New York
$1.05M +$1.05M +1,558 New
CWA
2007
Consilium Wealth Advisory
Texas
$1.05M +$112K +170 +12%
BFA
2008
Buttonwood Financial Advisors
Maryland
$1.05M -$4.62K -7 -0.4%
BCM
2009
BluePath Capital Management
Georgia
$1.05M +$78K +116 +8%
SCA
2010
Sander Capital Advisors
Washington
$1.05M
IC
2011
Inscription Capital
Texas
$1.05M +$415K +628 +66%
LCGC
2012
Legacy Capital Group California
California
$1.05M +$1.05M +1,583 New
ABC
2013
Associated Banc-Corp
Wisconsin
$1.04M +$14.5K +22 +1%
WA
2014
WP Advisors
California
$1.04M +$9.24K +14 +0.9%
LWM
2015
Lodestone Wealth Management
Washington
$1.04M +$435K +659 +72%
FOA
2016
Five Oceans Advisors
California
$1.04M -$32.3K -49 -3%
C
2017
Certuity
Florida
$1.04M +$104K +157 +11%
TCB
2018
Texas Capital Bancshares
Texas
$1.03M -$89.8K -136 -8%
AC
2019
Allstate Corporation
Illinois
$1.03M -$56.1K -85 -5%
MCM
2020
Morton Capital Management
California
$1.03M +$9.9K +15 +1%
SA
2021
Skyline Advisors
Washington
$1.03M +$1.03M +1,559 New
BWM
2022
Biltmore Wealth Management
Arizona
$1.03M +$1.32K +2 +0.1%
RAG
2023
RIA Advisory Group
Iowa
$1.03M +$1.03M +1,557 New
LAM
2024
LifePro Asset Management
California
$1.03M +$1.03M +1,554 New
OMC
2025
Overbrook Management Corp
New York
$1.03M +$128K +194 +14%