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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 %
QWM
2226
Quadcap Wealth Management
Texas
$775K +$775K +1,175 New
WWP
2227
Walden Wealth Partners
Ohio
$774K +$774K +1,172 New
EA
2228
Emerald Advisers
Pennsylvania
$772K -$86.5K -131 -10%
OL
2229
OneFund LLC
Florida
$772K +$772K +1,169 New
NIC
2230
Northwest Investment Counselors
Oregon
$771K -$133K -202 -15%
CWM
2231
Castle Wealth Management
Florida
$770K +$13.2K +20 +2%
NA
2232
Nottingham Advisors
New York
$769K
GF
2233
Gries Financial
Ohio
$769K +$284K +430 +59%
GSIAS
2234
Garden State Investment Advisory Services
New Jersey
$764K +$66.5K +100 +10%
MA
2235
Modus Advisors
Minnesota
$763K +$176K +267 +30%
P
2236
&Partners
Tennessee
$762K +$259K +398 +51%
JSL
2237
JT Stratford LLC
Georgia
$762K -$149K -226 -16%
PCIG
2238
Partners Capital Investment Group
Massachusetts
$758K -$11.9K -18 -2%
VCG
2239
Vantage Consulting Group
Virginia
$757K -$131K -198 -15%
WAAG
2240
Wealth Alliance Advisory Group
Kansas
$757K +$757K +1,147 New
WCM
2241
Windsor Capital Management
Arizona
$756K -$624K -946 -45%
UBV
2242
United Bank (Virginia)
Virginia
$756K +$492K +745 +186%
CCA
2243
Childress Capital Advisors
Texas
$756K -$21.8K -33 -3%
PWG
2244
Portside Wealth Group
Utah
$754K +$62K +94 +9%
TI
2245
Truepoint Inc
Ohio
$753K +$159K +241 +27%
LIA
2246
LBMC Investment Advisors
Tennessee
$753K
IFS
2247
Intelligent Financial Strategies
Minnesota
$753K
KCPG
2248
Kavar Capital Partners Group
Kansas
$752K
BAM
2249
Blueshift Asset Management
New Jersey
$752K +$752K +1,139 New
USWIA
2250
UP Strategic Wealth Investment Advisors
Pennsylvania
$751K +$751K +1,138 New