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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 %
FF
2076
Fluent Financial
Texas
$959K -$153K -232 -14%
CC
2077
Constitution Capital
Connecticut
$957K -$33K -50 -3%
TCM
2078
Tradewinds Capital Management
Washington
$956K +$20.5K +31 +2%
TCPWM
2079
Traverso Chambers Private Wealth Management
California
$956K +$60.7K +92 +7%
EM
2080
Excalibur Management
Massachusetts
$954K
MC
2081
Montag & Caldwell
Georgia
$952K
LF
2082
LifeSteps Financial
California
$952K +$160K +243 +20%
RCM
2083
Radnor Capital Management
Pennsylvania
$952K
PWM
2084
Paulson Wealth Management
Illinois
$952K -$29.7K -45 -3%
SGK
2085
Steigerwald Gordon & Koch
Virginia
$952K +$61.4K +93 +7%
BWM
2086
Bulltick Wealth Management
Florida
$951K +$108K +160 +13%
AW
2087
Alaethes Wealth
Nevada
$947K -$74.6K -113 -7%
BWP
2088
BSW Wealth Partners
Colorado
$944K +$76.6K +116 +9%
SL
2089
Sentry LLC
Tennessee
$943K
SFG
2090
SNS Financial Group
Minnesota
$942K +$11.9K +18 +1%
SWM
2091
Sugarloaf Wealth Management
Georgia
$941K -$15.8K -24 -2%
AWA
2092
Aletheian Wealth Advisors
Washington
$937K -$11.2K -17 -1%
SIAG
2093
Safeguard Investment Advisory Group
California
$934K +$330K +499 +55%
CWA
2094
Canvas Wealth Advisors
Kansas
$934K +$115K +169 +14%
JCFM
2095
JBR Co Financial Management
Oklahoma
$934K +$934K +1,415 New
OFS
2096
OneAscent Financial Services
Alabama
$928K +$389K +589 +72%
DWM
2097
Drive Wealth Management
Utah
$926K +$32.4K +48 +4%
WA
2098
Wealth Architects
California
$925K +$69.3K +105 +8%
HTI
2099
Hikari Tsushin Inc
Japan
$924K
EFI
2100
EHP Funds Inc
Canada
$924K +$924K +1,400 New