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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 %
CWP
2526
Curated Wealth Partners
California
$322K
WFS
2527
Widmann Financial Services
Maryland
$322K
PP
2528
PrairieView Partners
Minnesota
$322K +$53.8K +100 +20%
ACM
2529
AUA Capital Management
Pennsylvania
$322K
TSWM
2530
Triangle Securities Wealth Management
North Carolina
$320K
UIA
2531
Ulland Investment Advisors
Minnesota
$320K
KFI
2532
Key Financial Inc
Pennsylvania
$320K +$36.6K +68 +13%
VPP
2533
Vertex Planning Partners
Illinois
$318K +$3.77K +7 +1%
PCA
2534
Prosperity Capital Advisors
Ohio
$318K -$9.15K -17 -3%
ECM
2535
Ensemble Capital Management
California
$318K
AC
2536
Asio Capital
Kentucky
$318K +$7K +13 +2%
TA
2537
Townsend & Associates
Colorado
$316K
PFM
2538
Peak Financial Management
Massachusetts
$315K
EIG
2539
Ellenbecker Investment Group
Wisconsin
$314K +$539 +1 +0.2%
CA
2540
Callahan Advisors
Texas
$313K
CYG
2541
Clean Yield Group
Vermont
$312K -$2.69K -5 -0.9%
AGA
2542
Arkos Global Advisors
Texas
$312K +$42.6K +79 +16%
CS
2543
Crescent Sterling
Louisiana
$312K +$47.9K +89 +18%
NDSI
2544
Newman Dignan & Sheerar Inc
Rhode Island
$310K -$2.69K -5 -0.9%
MIA
2545
MainStreet Investment Advisors
Illinois
$310K -$4.31K -8 -1%
HW
2546
Hamilton Wealth
California
$310K +$6.46K +12 +2%
TBWA
2547
Three Bridge Wealth Advisors
California
$309K
MAC
2548
Mason & Associates (California)
California
$308K
MIC
2549
Means Investment Company
Maine
$308K +$17.8K +33 +6%
PPW
2550
Pasadena Private Wealth
California
$307K +$307K +570 New