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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 %
BA
2101
Bridge Advisory
California
$921K -$120K -182 -12%
GHA
2102
GW Henssler & Associates
Georgia
$919K +$38.3K +58 +4%
MFWP
2103
Mosaic Family Wealth Partners
Missouri
$915K +$33K +50 +4%
NCM
2104
Northwest Capital Management
Oregon
$914K +$18.5K +28 +2%
AWM
2105
Aberdeen Wealth Management
Illinois
$914K
HIIFS
2106
Harel Insurance Investments & Financial Services
Israel
$913K +$779K +1,176 +582%
TDC
2107
Thompson Davis & Co
Virginia
$912K +$86.5K +131 +10%
JE
2108
JMAC Enterprises
Pennsylvania
$911K +$15.8K +24 +2%
EL
2109
EWA LLC
Pennsylvania
$911K +$45.4K +64 +5%
SP
2110
Stablepoint Partners
Massachusetts
$910K +$910K +1,379 New
PWMG
2111
Provence Wealth Management Group
California
$909K +$91.1K +138 +11%
OWA
2112
ORBA Wealth Advisors
Illinois
$908K +$908K +1,376 New
PHAM
2113
Palisades Hudson Asset Management
Florida
$907K
WA
2114
Wealthstream Advisors
New York
$903K +$506K +766 +127%
SRWM
2115
Shira Ridge Wealth Management
California
$902K +$11.2K +17 +1%
GWM
2116
Greenwich Wealth Management
Connecticut
$900K +$6.6K +10 +0.7%
CFS
2117
CRA Financial Services
New Jersey
$900K +$3.96K +6 +0.4%
CS
2118
Capital Square
Tennessee
$899K +$6.6K +10 +0.7%
RBFC
2119
Roman Butler Fullerton & Co
Missouri
$898K -$809K -1,178 -47%
Kayne Anderson Rudnick Investment Management
2120
Kayne Anderson Rudnick Investment Management
California
$898K +$99.7K +151 +12%
RFA
2121
Resurgent Financial Advisors
Georgia
$896K +$53.5K +81 +6%
SRC
2122
Sage Rhino Capital
California
$890K
ECA
2123
Elevated Capital Advisors
Utah
$890K +$9.24K +14 +1%
BCMLT
2124
Beacon Capital Management LLC (Tennessee)
Tennessee
$890K -$2.26K -4 -0.3%
OC
2125
Oarsman Capital
Wisconsin
$889K +$284K +430 +47%