COST icon

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 %
YWS
2551
Yarger Wealth Strategies
Ohio
$307K +$3.77K +7 +1%
IFO
2552
Independent Family Office
New York
$307K
GCM
2553
Graham Capital Management
Connecticut
$306K +$306K +568 New
SWRP
2554
Summit Wealth & Retirement Planning
California
$305K -$289K -536 -49%
CWA
2555
Core Wealth Advisors
Florida
$305K
LS
2556
Livforsakringsbolaget Skandia
Sweden
$304K
SFWC
2557
Strategic Family Wealth Counselors
New Jersey
$304K
THL
2558
Tillman Hartley LLC
Colorado
$303K
PHS
2559
Pekin Hardy Strauss
Illinois
$303K
LAS
2560
LWM Advisory Services
Florida
$302K -$35.6K -67 -11%
6F
2561
626 Financial
Michigan
$302K -$92.1K -171 -23%
TS
2562
Tamar Securities
California
$302K -$10.8K -20 -3%
CCM
2563
Canal Capital Management
Virginia
$301K
DI
2564
Diligent Investors
California
$301K +$3.23K +6 +1%
BRA
2565
Biechele Royce Advisors
Indiana
$301K +$301K +558 New
SIC
2566
Samalin Investment Counsel
New York
$301K +$2.69K +5 +0.9%
FFA
2567
Fi3 Financial Advisors
Indiana
$301K -$2.15K -4 -0.7%
CCG
2568
Chatham Capital Group
Georgia
$300K +$10.8K +20 +4%
MAA
2569
Matrix Asset Advisors
New York
$299K
ARC
2570
Advisor Resource Council
Texas
$299K -$578K -1,073 -66%
AF
2571
Affiance Financial
Minnesota
$297K -$2.69K -5 -0.9%
FNFDCM
2572
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$297K +$297K +552 New
HI
2573
Hoey Investments
Pennsylvania
$297K -$68.4K -127 -19%
SB
2574
Sunflower Bank
Texas
$297K -$15.6K -29 -5%
SM
2575
Sciencast Management
New Jersey
$297K +$297K +560 New