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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 %
EWP
2126
Elevation Wealth Partners
California
$888K +$683K +1,208 +332%
HFRG
2127
Houlihan Financial Resource Group
Virginia
$888K
DWM
2128
Dogwood Wealth Management
Kansas
$887K +$887K +1,334 New
CJ
2129
Caitlin John
Michigan
$885K +$885K +1,311 New
HSG
2130
Helen Stephens Group
Texas
$885K +$8.58K +13 +1%
PBO
2131
Peoples Bank (Ohio)
Ohio
$885K -$32.3K -49 -4%
MS
2132
Marshall & Sullivan
Washington
$884K -$2.64K -4 -0.3%
SCA
2133
Scott Capital Advisors
Oregon
$883K -$23.1K -35 -3%
SBWIC
2134
Schaper Benz & Wise Investment Counsel
Wisconsin
$881K +$136K +206 +18%
MAWA
2135
Moss Adams Wealth Advisors
Washington
$881K +$147K +218 +20%
CF
2136
Copperwynd Financial
Arizona
$880K -$1.32K -2 -0.1%
NFC
2137
Northeast Financial Consultants
Connecticut
$879K +$297K +450 +51%
HA
2138
Hofer & Associates
California
$877K +$7.26K +11 +0.8%
CC
2139
Callan Capital
California
$875K +$77.2K +117 +10%
WE
2140
Wealth Effects
Massachusetts
$874K +$274K +415 +46%
MC
2141
Matisse Capital
Oregon
$874K +$3.96K +6 +0.5%
RWP
2142
Ridgecrest Wealth Partners
California
$873K
WC
2143
Waterloo Capital
Texas
$866K +$482K +730 +125%
CFA
2144
Cahill Financial Advisors
Minnesota
$865K -$1.98K -3 -0.2%
PIM
2145
Profit Investment Management
Maryland
$865K
MTIC
2146
Missouri Trust & Investment Company
Missouri
$864K -$6.6K -10 -0.8%
BOPW
2147
Brandywine Oak Private Wealth
Pennsylvania
$863K +$3.3K +5 +0.4%
FCA
2148
FinTrust Capital Advisors
South Carolina
$861K +$174K +263 +25%
RFS
2149
Richardson Financial Services
Massachusetts
$859K +$859K +1,302 New
PCTC
2150
Perkins Coie Trust Company
Washington
$858K -$38.9K -59 -4%