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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 %
CG
2376
CFO4Life Group
Texas
$621K -$1.98K -3 -0.3%
ACA
2377
American Capital Advisory
Idaho
$620K +$620K +939 New
MA
2378
Mezzasalma Advisors
New Jersey
$620K
GCA
2379
Greenwood Capital Associates
South Carolina
$615K +$141K +213 +30%
CWG
2380
Crown Wealth Group
North Carolina
$615K +$250K +379 +69%
SIM
2381
SSI Investment Management
California
$613K -$1.32K -2 -0.2%
PFWA
2382
Paces Ferry Wealth Advisors
Georgia
$611K +$6.6K +10 +1%
SC
2383
Summa Corp
Texas
$609K +$609K +923 New
WCM
2384
WealthBridge Capital Management
Ohio
$609K -$6.6K -10 -1%
AWM
2385
Accurate Wealth Management
Florida
$608K -$74.1K -110 -11%
SMC
2386
Smith, Moore & Co
Missouri
$607K +$29.7K +45 +5%
CPA
2387
Capital Performance Advisors
California
$607K +$71.3K +108 +13%
TFM
2388
TFC Financial Management
Massachusetts
$606K -$66K -100 -10%
RA
2389
Ruggaard & Associates
Ohio
$606K -$23.1K -35 -4%
BMWM
2390
Brown Miller Wealth Management
Virginia
$606K -$41.6K -63 -6%
CGA
2391
Crescent Grove Advisors
Illinois
$606K -$105K -155 -15%
CFO
2392
Collective Family Office
Pennsylvania
$605K -$35.6K -54 -6%
VW
2393
Vance Wealth
California
$605K +$19.8K +30 +3%
WMA
2394
Wealth Management Associates
New Jersey
$605K -$63.4K -96 -9%
BWG
2395
Beta Wealth Group
California
$604K
AL
2396
ADE LLC
Maryland
$604K -$19.8K -30 -3%
SFP
2397
Sterling Financial Planning
New Jersey
$603K +$115K +174 +24%
VWMG
2398
Virginia Wealth Management Group
Virginia
$603K -$257K -390 -30%
YDMI
2399
Y.D. More Investments
Israel
$601K +$7.26K +11 +1%
AIM
2400
Acropolis Investment Management
Missouri
$601K +$264K +400 +78%