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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 %
CVM
2251
Cheviot Value Management
California
$751K -$131K -198 -15%
TCOTS
2252
Trust Company of the South
North Carolina
$751K +$751K +1,137 New
OCPWS
2253
One Charles Private Wealth Services
Massachusetts
$748K +$11.2K +17 +2%
HWM
2254
Heirloom Wealth Management
Colorado
$746K
SMA
2255
Seven Mile Advisory
New Jersey
$745K +$11.2K +17 +2%
IWN
2256
Independent Wealth Network
Iowa
$745K +$42.2K +64 +6%
WLG
2257
Williamson Legacy Group
Indiana
$743K +$743K +1,126 New
FFC
2258
First Financial Corp
Indiana
$741K -$32.3K -49 -4%
BIG
2259
Builder Investment Group
Georgia
$739K
HBT
2260
Heartland Bank & Trust
Illinois
$739K +$40.9K +62 +6%
RW
2261
REDW Wealth
New Mexico
$738K +$660 +1 +0.1%
FCA
2262
FLC Capital Advisors
California
$738K +$172K +261 +30%
FTA
2263
Financial & Tax Architects
Missouri
$737K -$180K -273 -20%
HHAA
2264
Henry H. Armstrong Associates
Pennsylvania
$737K
DC
2265
Destiny Capital
Colorado
$737K +$737K +1,116 New
VCWA
2266
Vanguard Capital Wealth Advisors
Colorado
$736K +$660 +1 +0.1%
CWM
2267
Centric Wealth Management
Illinois
$735K -$33.4K -47 -4%
SP
2268
Stonebrook Private
Michigan
$731K +$731K +1,107 New
IBOK
2269
Independence Bank of Kentucky
Kentucky
$729K +$54.8K +83 +8%
AIFAIM
2270
American Institute for Advanced Investment Management
Arizona
$729K
DA
2271
DCM Advisors
New York
$729K +$729K +1,104 New
CWM
2272
Cahaba Wealth Management
Georgia
$727K -$38.9K -59 -5%
FFA
2273
Founders Financial Alliance
North Carolina
$726K +$72K +109 +11%
RIM
2274
Rakuten Investment Management
Japan
$726K +$726K +1,095 New
AC
2275
AXQ Capital
New Jersey
$726K -$1.58M -2,400 -69%