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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 %
GWM
2651
Greenhouse Wealth Management
Connecticut
$268K
AA
2652
AlphaQ Advisors
Florida
$265K +$16.2K +30 +6%
MCP
2653
Martin Capital Partners
Oregon
$265K -$197K -365 -43%
BP
2654
BBR Partners
New York
$263K +$16.2K +30 +7%
LCC
2655
Lincoln Capital Corp
Rhode Island
$263K -$70.5K -131 -21%
RCG
2656
Rock Creek Group
District of Columbia
$263K +$18.8K +35 +8%
OIM
2657
Oder Investment Management
California
$263K
AIA
2658
Acute Investment Advisory
Arizona
$263K -$32.3K -60 -11%
GSC
2659
Ground Swell Capital
South Carolina
$262K +$262K +487 New
MCM
2660
Monument Capital Management
Virginia
$262K +$24.2K +45 +10%
GC
2661
Gilbert & Cook
Iowa
$261K +$261K +486 New
VC
2662
Vicus Capital
Pennsylvania
$261K -$26.4K -49 -9%
HKIMG
2663
Hutchens & Kramer Investment Management Group
Indiana
$261K +$35K +65 +15%
SWA
2664
Sax Wealth Advisors
New Jersey
$258K -$14K -26 -5%
FCIM
2665
Fairview Capital Investment Management
California
$257K
HNW
2666
High Note Wealth
Minnesota
$257K
FVWA
2667
Foster Victor Wealth Advisors
South Carolina
$257K -$91.5K -169 -26%
GHAM
2668
Gilman Hill Asset Management
Connecticut
$257K -$7.54K -14 -3%
DPI
2669
Diversified Portfolios Inc
Michigan
$257K +$20.5K +38 +9%
IWP
2670
Invenio Wealth Partners
Florida
$257K +$257K +477 New
GC
2671
Gibson Capital
Pennsylvania
$256K +$1.08K +2 +0.4%
PCIG
2672
Partners Capital Investment Group
Massachusetts
$256K +$256K +476 New
DU
2673
Delphia (USA)
Ontario, Canada
$256K -$142K -263 -36%
GM
2674
GeoWealth Management
Illinois
$256K -$2.69K -5 -1%
SWAG
2675
Spectrum Wealth Advisory Group
California
$256K -$7.55K -14 -3%