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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 %
WCM
2626
Wealthcare Capital Management
Virginia
$277K +$277K +514 New
GAG
2627
Goodman Advisory Group
Massachusetts
$276K
WAG
2628
Winthrop Advisory Group
Massachusetts
$275K +$275K +511 New
RA
2629
Rodgers & Associates
Pennsylvania
$275K
BHWM
2630
Beaird Harris Wealth Management
Texas
$274K +$6.99K +13 +3%
TC
2631
Truvestments Capital
Florida
$274K +$1.62K +3 +0.6%
SWM
2632
Seed Wealth Management
Illinois
$274K
OFG
2633
Omega Financial Group
California
$274K +$1.08K +2 +0.4%
CNAM
2634
Campbell Newman Asset Management
Wisconsin
$272K
GWM
2635
Gray Wealth Management
Maine
$271K +$51.1K +95 +23%
MS
2636
Madden Securities
Texas
$271K
ODIJL
2637
One Day In July LLC
Vermont
$271K -$15.1K -28 -5%
SGWM
2638
Sterling Group Wealth Management
California
$270K +$5.92K +11 +2%
SEP
2639
Southland Equity Partners
Missouri
$270K +$17.2K +32 +7%
PWM
2640
PRW Wealth Management
Massachusetts
$270K +$270K +488 New
AI
2641
AXS Investments
New York
$270K +$112K +208 +71%
AC
2642
AXQ Capital
New Jersey
$269K -$267K -496 -50%
PFC
2643
Poplar Forest Capital
California
$269K
SA
2644
Sicart Associates
New York
$269K
VWA
2645
VERITY Wealth Advisors
United States
$269K
SCP
2646
Syntal Capital Partners
Texas
$269K
AC
2647
Avenir Corporation
Virginia
$269K
PIM
2648
Provident Investment Management
Michigan
$269K
FAFN
2649
First Affirmative Financial Network
Colorado
$269K -$30.1K -56 -10%
JLBC
2650
J.L. Bainbridge & Co
Florida
$268K