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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 %
JSW
2026
Journey Strategic Wealth
New Jersey
$1.02M +$225K +341 +28%
TPW
2027
Transatlantique Private Wealth
New York
$1.02M -$13.9K -21 -1%
CSWG
2028
Cardinal Strategic Wealth Guidance
Kentucky
$1.02M
RIA
2029
Richwood Investment Advisors
Ohio
$1.02M -$16.5K -25 -2%
1W
2030
1776 Wealth
Georgia
$1.02M
SIAG
2031
Signet Investment Advisory Group
Rhode Island
$1.01M -$15.8K -24 -2%
SWM
2032
Silverlake Wealth Management
Vermont
$1.01M -$6.6K -10 -0.7%
LJAC
2033
L.J. Altfest & Co
New York
$1.01M +$106K +161 +12%
CAP
2034
Columbia Advisory Partners
Washington
$1M -$16.5K -25 -2%
HPM
2035
Hoxton Planning & Management
West Virginia
$1M -$28.4K -43 -3%
SAM
2036
Sompo Asset Management
Japan
$1M -$145K -220 -13%
WCM
2037
Winthrop Capital Management
Indiana
$1M +$1M +1,517 New
SJIM
2038
St. Johns Investment Management
Florida
$1M +$61.4K +93 +7%
CRWM
2039
Castle Rock Wealth Management
California
$1M -$39.9K -61 -4%
ZB
2040
Zions Bancorporation
Utah
$997K -$53.5K -81 -5%
WFC
2041
Western Financial Corp
California
$996K -$81.2K -123 -8%
HFS
2042
HBC Financial Services
Washington
$996K
CPA
2043
Cardiff Park Advisors
California
$996K +$29.7K +45 +3%
HA
2044
Herold Advisors
New York
$995K -$132K -200 -12%
EFA
2045
Evernest Financial Advisors
Indiana
$994K +$994K +1,506 New
NJIM
2046
Nabity-Jensen Investment Management
Nebraska
$993K +$993K +1,505 New
WA
2047
Wealth Alliance
New York
$993K -$66.7K -101 -6%
PFSC
2048
Peoples Financial Services Corp
Pennsylvania
$990K +$6.6K +10 +0.7%
BSSFA
2049
Baron Silver Stevens Financial Advisors
Florida
$989K +$3.3K +5 +0.3%
AIC
2050
Archer Investment Corporation
Indiana
$988K