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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 %
SIA
2326
Strategic Investment Advisors
Michigan
$673K -$113K -171 -14%
CCM
2327
Chaney Capital Management
Washington
$672K +$672K +1,018 New
TC
2328
Telemus Capital
Michigan
$671K -$581K -880 -46%
RFM
2329
Royal Fund Management
Florida
$671K -$31.7K -48 -5%
VI
2330
Versor Investments
New York
$669K +$669K +1,014 New
TFA
2331
Trinity Financial Advisors
Ohio
$669K
HAIM
2332
Hunter Associates Investment Management
Pennsylvania
$667K +$42.7K +65 +7%
MCM
2333
Magnolia Capital Management
New York
$665K
CWC
2334
Carolinas Wealth Consulting
North Carolina
$665K +$6.76K +91 +1%
IIC
2335
Integrated Investment Consultants
Michigan
$663K +$15.8K +24 +2%
GFG
2336
GR Financial Group
Arizona
$663K -$60.7K -92 -8%
WFMPM
2337
Woodley Farra Manion Portfolio Management
Indiana
$663K -$47.2K -70 -7%
MAM
2338
Magellan Asset Management
Australia
$661K -$92.4K -140 -12%
MWP
2339
Madison Wealth Partners
Wisconsin
$661K +$16.5K +25 +3%
MIM
2340
Merrion Investment Management
New Jersey
$660K +$198K +300 +43%
FFA
2341
Florida Financial Advisors
Florida
$658K +$658K +1,026 New
MA
2342
MJP Associates
Connecticut
$657K -$572K -866 -47%
MFG
2343
Magnus Financial Group
New York
$657K +$13.2K +20 +2%
NCMW
2344
Northern Capital Management (Washington)
Washington
$656K -$327K -495 -33%
MMM
2345
Mendel Money Management
Illinois
$655K +$26.4K +40 +4%
AFG
2346
Altiora Financial Group
Ohio
$653K +$116K +175 +21%
AWA
2347
Alaska Wealth Advisors
Alaska
$652K -$104K -157 -14%
MAA
2348
Mraz Amerine & Associates
California
$651K
OFS
2349
Orrstown Financial Services
Pennsylvania
$648K +$648K +982 New
BFC
2350
Bedel Financial Consulting
Indiana
$648K -$36.3K -55 -5%