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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 %
VEA
2301
Virtus ETF Advisers
New York
$697K -$187K -283 -21%
DMBA
2302
Deseret Mutual Benefit Administrators
Utah
$697K -$174K -263 -20%
LG
2303
LaFleur & Godfrey
Michigan
$695K
AWA
2304
Amplius Wealth Advisors
Pennsylvania
$694K +$1.98K +3 +0.3%
PPP
2305
Private Portfolio Partners
New Jersey
$693K -$3.96K -6 -0.6%
LAM
2306
Lewis Asset Management
California
$692K +$692K +1,048 New
MWM
2307
Mascoma Wealth Management
New Hampshire
$691K -$8.58K -13 -1%
EI
2308
Ellevest Inc
New York
$691K -$39K -59 -5%
MCA
2309
Magnolia Capital Advisors
Mississippi
$688K +$184K +262 +36%
VC
2310
Vestor Capital
Illinois
$688K -$9.24K -14 -1%
SOAG
2311
Silver Oak Advisory Group
Oregon
$687K +$660 +1 +0.1%
EGA
2312
Eagle Global Advisors
Texas
$685K +$234K +354 +52%
CGH
2313
CMG Global Holdings
Texas
$684K +$73.9K +102 +12%
GGA
2314
Granite Group Advisors
Connecticut
$684K +$684K +958 New
BDFN
2315
Bond & Devick Financial Network
Minnesota
$683K
PPC
2316
Park Place Capital
Alabama
$681K -$8.58K -13 -1%
DWMS
2317
Dominguez Wealth Management Solutions
Virginia
$680K +$330K +500 +94%
MWM
2318
MorganRosel Wealth Management
Colorado
$680K +$680K +1,030 New
CWA
2319
Capital Wealth Alliance
Arizona
$679K -$8.58K -13 -1%
LWM
2320
LongView Wealth Management
Georgia
$679K +$679K +1,017 New
LA
2321
Lifeworks Advisors
Michigan
$677K +$2.64K +4 +0.4%
DWM
2322
Darwin Wealth Management
Florida
$676K -$86.4K -131 -11%
SHWM
2323
Smith & Howard Wealth Management
Georgia
$676K
BIM
2324
Barton Investment Management
Pennsylvania
$676K
IA
2325
IFG Advisors
Missouri
$674K