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Costco

3,051 hedge funds and large institutions have $170B invested in Costco in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,233 increasing their positions, 1,171 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,051
Holders Change
+33
Holders Change %
+1.09%
% of All Funds
48.64%
Holding in Top 10
247
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+19.32%
% of All Funds
3.94%
New
160
Increased
1,233
Reduced
1,171
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
2501
Sandbox Financial Partners
Maryland
$366K -$22K -39 -6%
FFA
2502
Fi3 Financial Advisors
Indiana
$365K +$49.1K +87 +16%
EF
2503
Exeter Financial
Arizona
$363K
LDB
2504
Lee, Danner & Bass
Tennessee
$363K -$39.6K -70 -10%
YWS
2505
Yarger Wealth Strategies
Ohio
$363K +$40.7K +72 +13%
PCMC
2506
Paragon Capital Management (Colorado)
Colorado
$361K +$361K +639 New
OGF
2507
Orin Green Financial
California
$359K
AAG
2508
Armstrong Advisory Group
Massachusetts
$356K +$15.3K +27 +4%
AOI
2509
Auto-Owners Insurance
Michigan
$356K
TSWM
2510
Triangle Securities Wealth Management
North Carolina
$356K +$19.8K +35 +6%
CAM
2511
Concorde Asset Management
Michigan
$355K -$56.5K -100 -14%
LF
2512
Lantz Financial
Illinois
$351K -$14.7K -26 -4%
WWM
2513
WJ Wealth Management
Arizona
$351K
SCA
2514
Sandy Cove Advisors
Massachusetts
$350K -$10.2K -18 -3%
FM
2515
Foster & Motley
Ohio
$350K -$3.96K -7 -1%
AMR
2516
Asset Management Resources
Massachusetts
$349K -$5.08K -9 -1%
FCFC
2517
First Citizens Financial Corp
Iowa
$349K
CWM
2518
Chesapeake Wealth Management
Virginia
$347K
PWA
2519
Peterson Wealth Advisors
Utah
$345K -$9.6K -17 -3%
MCI
2520
MRP Capital Investments
Georgia
$345K
DWM
2521
Denver Wealth Management
Colorado
$344K -$26K -46 -7%
BWM
2522
BCS Wealth Management
Tennessee
$344K
MIM
2523
Martin Investment Management
Florida
$343K
FFA
2524
Fragasso Financial Advisors
Pennsylvania
$343K -$10.7K -19 -3%
MC
2525
Miramar Capital
Illinois
$342K -$415K -734 -55%