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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 %
PAMG
2351
Patton Albertson Miller Group
Tennessee
$648K
MAM
2352
McLean Asset Management
Virginia
$647K -$12.5K -19 -2%
RTC
2353
Riverview Trust Company
Washington
$646K +$6.6K +10 +1%
PFA
2354
Pettinga Financial Advisors
Indiana
$646K +$69.3K +105 +12%
MCM
2355
McRae Capital Management
New Jersey
$646K
PMG
2356
Private Management Group
California
$643K +$40.3K +61 +7%
ZF
2357
Zhang Financial
Michigan
$642K +$1.98K +3 +0.3%
EA
2358
Eclectic Associates
California
$641K +$95.1K +144 +17%
FWMM
2359
Foundation Wealth Management (Missouri)
Missouri
$640K
PSP
2360
Principal Street Partners
Tennessee
$639K -$639K -968 -50%
KWM
2361
Kolinsky Wealth Management
New Jersey
$639K -$17.2K -26 -3%
RLIM
2362
Red Lighthouse Investment Management
New York
$637K -$5.28K -8 -0.8%
VWM
2363
Valley Wealth Managers
New Jersey
$637K +$3.96K +6 +0.6%
EL
2364
Essex LLC
Illinois
$636K
VCM
2365
Vivaldi Capital Management
Illinois
$636K +$61.4K +86 +11%
OHWA
2366
Oak Hill Wealth Advisors
Virginia
$635K
LOPW
2367
Live Oak Private Wealth
North Carolina
$635K -$18.5K -28 -3%
ITC
2368
Inspire Trust Company
Nevada
$634K +$634K +961 New
SAM
2369
SignalPoint Asset Management
Missouri
$632K
SW
2370
Solidarity Wealth
Utah
$631K -$110K -163 -15%
CWA
2371
Clarus Wealth Advisors
Arizona
$630K +$630K +916 New
EF
2372
Exeter Financial
Arizona
$629K +$201K +301 +47%
HCC
2373
Hirtle Callaghan & Co
Pennsylvania
$628K +$120K +182 +24%
ALAM
2374
Asahi Life Asset Management
Japan
$624K +$292K +443 +88%
SIC
2375
SJS Investment Consulting
Ohio
$623K +$21.1K +32 +4%