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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 %
SFA
2176
Souders Financial Advisors
Ohio
$830K +$16.5K +25 +2%
CCG
2177
Ceeto Capital Group
Florida
$828K
OPPS
2178
Obsidian Personal Planning Solutions
Maryland
$827K -$10.6K -16 -1%
AIA
2179
Alera Investment Advisors
Illinois
$826K -$319K -483 -28%
NFG
2180
Northeast Financial Group
Pennsylvania
$825K -$582K -882 -41%
TIM
2181
Tevis Investment Management
Texas
$824K -$97.7K -148 -11%
AC
2182
Addison Capital
Pennsylvania
$824K
CIP
2183
Convergence Investment Partners
Florida
$822K +$200K +303 +32%
TWP
2184
Tempus Wealth Planning
California
$822K -$21.1K -32 -3%
Aristotle Capital Management
2185
Aristotle Capital Management
California
$822K
CAM
2186
CPA Asset Management
Florida
$821K
KIC
2187
Kensington Investment Counsel
California
$818K -$26.4K -40 -3%
DOA
2188
D'Orazio & Associates
Virginia
$815K +$52.8K +80 +7%
MSG
2189
Main Street Group
Virginia
$815K +$815K +1,234 New
HBW
2190
Hazlett, Burt & Watson
West Virginia
$814K -$1.33K -2 -0.2%
GCP
2191
Gill Capital Partners
Colorado
$813K +$6.6K +10 +0.8%
CWM
2192
C2C Wealth Management
Arizona
$812K -$71.6K -108 -8%
IF
2193
Intrua Financial
Texas
$812K +$365K +553 +82%
WKSWA
2194
White Knight Strategic Wealth Advisors
New Jersey
$811K -$16.5K -25 -2%
SFG
2195
StrategIQ Financial Group
Indiana
$811K -$660 -1 -0.1%
LWANC
2196
Laurel Wealth Advisors (North Carolina)
North Carolina
$810K
AWE
2197
Avidian Wealth Enterprises
Texas
$810K +$33.7K +51 +4%
NP
2198
Ninepoint Partners
Ontario, Canada
$808K
BSB
2199
Bangor Savings Bank
Maine
$807K -$21.8K -33 -3%
GJWM
2200
Gilliland Jeter Wealth Management
Arkansas
$807K +$807K +1,222 New