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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 %
AAM
2576
American Asset Management
Florida
$296K
ACM
2577
Advent Capital Management
New York
$296K +$296K +550 New
MCIA
2578
Mountain Capital Investment Advisors
Colorado
$295K -$563 -1 -0.2%
PCMC
2579
Private Capital Management (Colorado)
Colorado
$295K -$22.1K -41 -7%
SFG
2580
Sather Financial Group
Texas
$295K -$17.8K -33 -6%
WA
2581
Wealthstream Advisors
New York
$295K +$11.3K +21 +4%
WOSD
2582
WFA of San Diego
California
$295K -$967K -1,795 -77%
CRIG
2583
Charter Research & Investment Group
Connecticut
$294K
CG
2584
Clifford Group
Massachusetts
$294K +$10.8K +20 +4%
CG
2585
Castellan Group
Kentucky
$294K +$294K +514 New
TWM
2586
Thrive Wealth Management
Pennsylvania
$294K -$3.77K -7 -1%
GCA
2587
Gradient Capital Advisors
California
$293K +$3.23K +6 +1%
BFG
2588
Beacon Financial Group
Texas
$293K +$17K +32 +6%
CWG
2589
Crown Wealth Group
North Carolina
$292K -$28.5K -53 -9%
SCM
2590
Stordahl Capital Management
Colorado
$292K
IWA
2591
Inspirion Wealth Advisors
Illinois
$292K +$292K +542 New
PS
2592
Planned Solutions
California
$292K
SCA
2593
Stonebridge Capital Advisors
Minnesota
$292K +$23.7K +44 +9%
CA
2594
Calton & Associates
Florida
$291K -$74.8K -139 -20%
WIM
2595
Waycross Investment Management
Washington
$291K +$538 +1 +0.2%
DWMS
2596
Dominguez Wealth Management Solutions
Virginia
$291K -$18.3K -34 -6%
SOAG
2597
Silver Oak Advisory Group
Oregon
$290K +$538 +1 +0.2%
FFBTD
2598
First Financial Bank - Trust Division
Ohio
$290K -$44.7K -83 -13%
SI
2599
Saxon Interests
Texas
$289K +$17.2K +32 +6%
PC
2600
Port Capital
Illinois
$289K +$289K +537 New