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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 %
KCM
2401
KRS Capital Management
Michigan
$600K -$43.6K -66 -7%
CMP
2402
Courage Miller Partners
Virginia
$599K
CANC
2403
Culbertson A N & Co
Virginia
$599K
MIC
2404
Meridian Investment Counsel
California
$599K
BW
2405
BIP Wealth
Georgia
$598K +$156K +237 +35%
KIG
2406
Kowal Investment Group
Wisconsin
$598K +$54.8K +83 +10%
TWM
2407
TMD Wealth Management
Arizona
$593K -$53.5K -81 -8%
LFP
2408
Leeward Financial Partners
Washington
$593K +$2.64K +4 +0.4%
GFA
2409
Gallagher Fiduciary Advisors
Illinois
$593K -$660 -1 -0.1%
EWG
2410
Executive Wealth Group
Washington
$590K -$71.3K -108 -11%
EFSCE
2411
Enterprise Financial Services Corp (EFSC)
Missouri
$589K +$9.24K +14 +2%
PP
2412
Pacifica Partners
Canada
$589K
TWA
2413
Tandem Wealth Advisors
Arizona
$587K -$15.2K -23 -3%
PGAM
2414
Princeton Global Asset Management
New Jersey
$587K
OPA
2415
Old Port Advisors
Maine
$584K +$50.8K +77 +10%
VW
2416
Vantage Wealth
California
$584K
FNBTCON
2417
First National Bank & Trust Co of Newtown
Pennsylvania
$582K
WAM
2418
Weinberger Asset Management
California
$581K +$38.3K +58 +7%
MW
2419
Marcum Wealth
Ohio
$581K -$2.64K -4 -0.5%
MCM
2420
Monarch Capital Management
Indiana
$579K -$6.75K -10 -1%
FFO
2421
Fortitude Family Office
Arizona
$579K +$579K +877 New
RWP
2422
Revolve Wealth Partners
New Jersey
$578K +$32.3K +49 +6%
KWM
2423
KFG Wealth Management
Indiana
$576K -$27.7K -42 -5%
JWM
2424
Janiczek Wealth Management
Colorado
$575K +$29.9K +45 +5%
HCM
2425
Harvey Capital Management
Florida
$574K