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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 %
LG
2276
Lane Generational
Massachusetts
$726K
AA
2277
Alta Advisers
United Kingdom
$726K
KA
2278
Klingman & Associates
New York
$726K +$4.62K +7 +0.6%
LIWM
2279
Long Island Wealth Management
New York
$726K +$726K +1,100 New
PWM
2280
PBMares Wealth Management
Virginia
$726K -$660 -1 -0.1%
PI
2281
Pachira Investments
California
$724K -$6.6K -10 -0.9%
AWG
2282
Altus Wealth Group
Colorado
$724K +$145K +220 +25%
CC
2283
Corton Capital
Ontario, Canada
$723K -$84.5K -128 -10%
MPAM
2284
Murphy Pohlad Asset Management
Minnesota
$723K +$27.1K +41 +4%
EW
2285
Enzi Wealth
Texas
$722K -$100K -140 -12%
CWP
2286
Capital Wealth Planning
Florida
$718K +$328K +497 +84%
BHPW
2287
Beverly Hills Private Wealth
California
$718K +$136K +206 +23%
MFS
2288
Mirabella Financial Services
United Kingdom
$717K -$483K -731 -40%
TWM
2289
Trueblood Wealth Management
Ohio
$717K +$717K +1,086 New
AWM
2290
Affinity Wealth Management
Delaware
$717K +$39.6K +60 +6%
AAM
2291
Aureus Asset Management
Massachusetts
$716K +$1.32K +2 +0.2%
ASI
2292
Advisory Services & Investments
Oregon
$712K -$11.2K -17 -2%
SDH
2293
Sloy Dahl & Holst
Washington
$711K +$149K +225 +26%
NJBEST
2294
New Jersey Better Educational Savings Trust
New Jersey
$710K
CTC
2295
Cetera Trust Company
Minnesota
$709K +$709K +1,074 New
CWA
2296
Clearview Wealth Advisors
Oregon
$707K +$660 +1 +0.1%
AFP
2297
Alpha Financial Partners
Kentucky
$705K -$76.5K -116 -10%
ACP
2298
Aveo Capital Partners
Colorado
$703K +$89.1K +135 +15%
PA
2299
Parkside Advisors
California
$699K
TFA
2300
Teamwork Financial Advisors
Texas
$698K -$94.4K -143 -12%