COST icon

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 %
ET
2201
Equitable Trust
Tennessee
$806K
PT
2202
Plimoth Trust
Massachusetts
$806K -$62K -94 -7%
PWA
2203
Phoenix Wealth Advisors
North Carolina
$800K +$28K +43 +4%
PRWA
2204
Platte River Wealth Advisors
Colorado
$800K -$4.62K -7 -0.6%
SWA
2205
Strata Wealth Advisors
Texas
$800K +$8.58K +13 +1%
S
2206
Sachetta
Massachusetts
$799K +$799K +1,209 New
CPA
2207
Court Place Advisors
Maryland
$797K
LFGH
2208
Lee Financial Group Hawaii
Hawaii
$796K +$660 +1 +0.1%
RBCM
2209
Raub Brock Capital Management
California
$793K -$37.6K -57 -5%
PIMG
2210
Patriot Investment Management Group
Tennessee
$792K +$660 +1 +0.1%
MCM
2211
MV Capital Management
Maryland
$792K +$7.92K +12 +1%
SAM
2212
Seelaus Asset Management
New Jersey
$792K -$145K -219 -15%
QT
2213
Quantbot Technologies
New York
$790K -$11.1M -16,779 -93%
SSA
2214
Schonfeld Strategic Advisors
New York
$790K -$1.74M -2,640 -69%
SSW
2215
Smith Shellnut Wilson
Mississippi
$786K +$33K +50 +4%
LA
2216
LVW Advisors
New York
$785K +$122K +185 +18%
Members Trust
2217
Members Trust
Florida
$783K
XWM
2218
Xcel Wealth Management
Florida
$782K +$82.5K +125 +12%
WPC
2219
Waters Parkerson & Co
Louisiana
$782K +$6.6K +10 +0.9%
HWM
2220
Hemington Wealth Management
Virginia
$782K +$62K +94 +9%
AFO
2221
Arrowroot Family Office
California
$782K -$29.7K -45 -4%
VAF
2222
Values Added Financial
District of Columbia
$782K
CPW
2223
Cove Private Wealth
New York
$779K +$779K +1,180 New
SCM
2224
Sage Capital Management
New Jersey
$778K +$778K +1,179 New
VC
2225
Veracity Capital
Georgia
$776K +$10.6K +16 +1%