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Costco

3,018 hedge funds and large institutions have $162B invested in Costco in 2023 Q2 according to their latest regulatory filings, with 216 funds opening new positions, 1,225 increasing their positions, 1,136 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,018
Holders Change
+100
Holders Change %
+3.43%
% of All Funds
47.6%
Holding in Top 10
207
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.97%
% of All Funds
3.26%
New
216
Increased
1,225
Reduced
1,136
Closed
90
Calls
$3.58B
Puts
$4.24B
Net Calls
-$661M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
2476
Hutchinson Capital Management
California
$356K -$2.69K -5 -0.8%
FFG
2477
Frisch Financial Group
New York
$355K -$7K -13 -2%
RRCM
2478
Rappaport Reiches Capital Management
Illinois
$353K -$53.9K -100 -13%
DWM
2479
Denver Wealth Management
Colorado
$353K -$31.8K -59 -8%
AWM
2480
Accurate Wealth Management
Florida
$351K +$25.1K +46 +8%
NL
2481
Navalign LLC
California
$351K
PIAS
2482
PCA Investment Advisory Services
Ohio
$351K
BPFA
2483
Barnes Pettey Financial Advisors
Mississippi
$350K
VFG
2484
V2 Financial group
Illinois
$350K
LF
2485
Lantz Financial
Illinois
$349K +$11.3K +21 +3%
SWM
2486
Soundmark Wealth Management
Washington
$349K
WRPWM
2487
Werba Rubin Papier Wealth Management
California
$348K +$15.6K +29 +5%
KCFA
2488
Key Client Fiduciary Advisors
New Jersey
$348K -$8.62K -16 -2%
SCA
2489
Sandy Cove Advisors
Massachusetts
$344K +$106K +197 +45%
OGF
2490
Orin Green Financial
California
$342K
WI
2491
WrapManager Inc
California
$341K -$65.1K -121 -16%
EF
2492
Exeter Financial
Arizona
$341K
PWA
2493
Peterson Wealth Advisors
Utah
$340K -$391K -722 -53%
BMD
2494
Better Money Decisions
New Mexico
$340K +$21.5K +40 +7%
PCH
2495
PGIM Custom Harvest
New Jersey
$339K -$2.15K -4 -0.6%
AOI
2496
Auto-Owners Insurance
Michigan
$339K
APW
2497
Aurora Private Wealth
New Jersey
$339K -$11.9K -22 -3%
CIP
2498
Capital Insight Partners
Arizona
$338K +$338K +628 New
AWP
2499
Ascent Wealth Partners
New York
$338K +$56.5K +105 +20%
AMR
2500
Asset Management Resources
Massachusetts
$338K -$10.8K -20 -3%