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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 %
FFA
2501
Fragasso Financial Advisors
Pennsylvania
$337K +$37.7K +70 +13%
FM
2502
Foster & Motley
Ohio
$337K -$26.9K -50 -7%
HWA
2503
Heartwood Wealth Advisors
Virginia
$336K -$2.69K -5 -0.8%
EWA
2504
Evolution Wealth Advisors
Florida
$336K +$18.8K +35 +6%
RA
2505
Riversedge Advisors
Delaware
$335K +$539 +1 +0.2%
WWM
2506
WJ Wealth Management
Arizona
$335K +$335K +622 New
SFPG
2507
Stonebridge Financial Planning Group
Florida
$334K -$660K -1,227 -66%
PAMG
2508
Patton Albertson Miller Group
Tennessee
$334K
BAM
2509
BOS Asset Management
Illinois
$333K
EIA
2510
Edgemoor Investment Advisors
Maryland
$333K -$13.5K -25 -4%
FCFC
2511
First Citizens Financial Corp
Iowa
$332K +$332K +617 New
CWM
2512
Chesapeake Wealth Management
Virginia
$331K +$331K +615 New
GWM
2513
Gitterman Wealth Management
New Jersey
$331K -$246K -457 -43%
MCI
2514
MRP Capital Investments
Georgia
$328K
WHC
2515
Wulff, Hansen & Co
California
$328K
BWM
2516
BCS Wealth Management
Tennessee
$328K +$328K +609 New
GCMG
2517
Gyroscope Capital Management Group
Florida
$328K -$213K -395 -39%
MIM
2518
Martin Investment Management
Florida
$327K -$17.2K -32 -5%
TIA
2519
Traphagen Investment Advisors
New Jersey
$327K -$40.9K -76 -11%
AAG
2520
Armstrong Advisory Group
Massachusetts
$325K -$59.2K -110 -15%
T
2521
TOBAM
France
$324K +$324K +601 New
FFA
2522
Fortune Financial Advisors
Kansas
$323K +$323K +488 New
MWM
2523
Meritas Wealth Management
California
$323K
BDWCC
2524
B&D White Capital Company
Texas
$323K
SIS
2525
Sound Income Strategies
Florida
$323K +$30.2K +56 +10%