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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 %
BB
2151
Bell Bank
North Dakota
$856K +$127K +192 +17%
KA
2152
KLCM Advisors
Wisconsin
$855K +$38.9K +59 +5%
CAL
2153
Capital Advisors Ltd
Ohio
$854K +$19.8K +30 +2%
ARG
2154
Advisory Resource Group
Oklahoma
$852K +$10.6K +16 +1%
BB
2155
Berkshire Bank
Massachusetts
$852K -$13.2K -20 -2%
SAM
2156
Summit Asset Management
Tennessee
$852K +$80.6K +122 +10%
MIM
2157
Montgomery Investment Management
Maryland
$852K
PL
2158
Parthenon LLC
Kentucky
$850K +$59.4K +90 +8%
RF
2159
Rollins Financial
Georgia
$850K -$19.1K -29 -2%
RFA
2160
Rollins Financial Advisors
New York
$850K +$850K +1,287 New
TCM
2161
Tributary Capital Management
Nebraska
$848K -$9.9K -15 -1%
NIM
2162
Nexus Investment Management
Ontario, Canada
$848K -$99K -150 -10%
GC
2163
Guidance Capital
Kentucky
$847K +$28.6K +44 +3%
ACM
2164
Arlington Capital Management
Illinois
$846K +$846K +1,281 New
KP
2165
Keel Point
Alabama
$845K +$11.9K +18 +1%
NF
2166
Nvest Financial
New Hampshire
$843K +$201K +305 +31%
WWC
2167
Waypoint Wealth Counsel
Georgia
$841K -$48.8K -74 -5%
PEA
2168
Park Edge Advisors
Ohio
$840K +$259K +393 +45%
SG
2169
Sharper & Granite
California
$840K +$57.4K +87 +7%
FCG
2170
Fielder Capital Group
Tennessee
$839K +$839K +1,272 New
SFG
2171
Synergy Financial Group
California
$839K +$1.98K +3 +0.2%
SAF
2172
Smith Anglin Financial
Texas
$837K +$9.24K +14 +1%
WPA
2173
West Paces Advisors
Georgia
$833K +$12.5K +19 +2%
CST
2174
Charles Schwab Trust
Nevada
$832K +$171K +259 +26%
CBA
2175
Coastal Bridge Advisors
Connecticut
$830K +$1.98K +3 +0.2%