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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 %
CG
2051
Corundum Group
Colorado
$988K +$23.1K +35 +2%
GG
2052
Gleason Group
Kentucky
$987K +$1.98K +3 +0.2%
GWWM
2053
Great Waters Wealth Management
Minnesota
$986K +$44.5K +69 +5%
DA
2054
Drake & Associates
Wisconsin
$984K -$98.4K -149 -9%
IDBONY
2055
Israel Discount Bank of New York
New York
$984K -$70.6K -107 -7%
FA
2056
FDx Advisors
Illinois
$982K -$286K -433 -23%
ISL
2057
Ingalls & Snyder LLC
New York
$981K -$72.6K -110 -7%
CFD
2058
Creative Financial Designs
Indiana
$977K -$79.2K -120 -8%
HT
2059
Heritage Trust
Oklahoma
$976K +$29K +44 +3%
APA
2060
Astoria Portfolio Advisors
New York
$975K -$12.1K -17 -1%
TIA
2061
Traphagen Investment Advisors
New Jersey
$975K +$46.2K +70 +5%
PCS
2062
Personal CFO Solutions
New Jersey
$974K +$321K +487 +49%
DAM
2063
Draper Asset Management
New York
$974K +$252K +382 +35%
LPAM
2064
Lodestar Private Asset Management
California
$973K -$21.8K -33 -2%
PIA
2065
Pinion Investment Advisors
Kansas
$973K -$38.9K -59 -4%
ACP
2066
Aviance Capital Partners
Florida
$972K
RMF
2067
Red Mountain Financial
Colorado
$970K +$970K +1,469 New
HFS
2068
Heritage Financial Services
Massachusetts
$970K +$116K +175 +14%
IIA
2069
Integral Investment Advisors
California
$968K -$17.8K -27 -2%
WB
2070
West Bancorporation
Iowa
$967K -$31.7K -48 -3%
CA
2071
Centerpoint Advisors
Massachusetts
$967K -$101K -153 -9%
GIP
2072
Greatmark Investment Partners
Georgia
$966K -$27.1K -41 -3%
CIS
2073
Continental Investors Services
Washington
$963K +$11.9K +18 +1%
MW
2074
MBL Wealth
North Carolina
$963K +$21.1K +32 +2%
PMFA
2075
Plante Moran Financial Advisors
Michigan
$961K +$38.9K +59 +4%