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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 %
JWM
2676
Jeppson Wealth Management
California
$255K -$12.9K -24 -5%
AIP
2677
Almanack Investment Partners
Pennsylvania
$255K
DI
2678
DAGCO Inc
Ohio
$253K +$5.26K +13 +2%
GCA
2679
Greenwood Capital Associates
South Carolina
$253K
MHWM
2680
Montz Harcus Wealth Management
Louisiana
$252K +$252K +469 New
LC
2681
Landaas & Company
Wisconsin
$250K
BZWA
2682
Blue Zone Wealth Advisors
California
$249K +$13.5K +25 +6%
SHJ
2683
Sharkey, Howes & Javer
Colorado
$249K
RS
2684
Retirement Solution
Washington
$249K -$40.4K -75 -14%
V
2685
ViaWealth
Kansas
$249K -$26.4K -49 -10%
FF
2686
Friedenthal Financial
New Jersey
$249K +$538 +1 +0.2%
SDAM
2687
Shulman DeMeo Asset Management
New York
$249K +$2.15K +4 +0.9%
HG
2688
Harbor Group
New Hampshire
$248K -$3.23K -6 -1%
BIP
2689
Blue Investment Partners
California
$248K
HC
2690
Hamilton Capital
Ohio
$247K -$538 -1 -0.2%
AWC
2691
Abundance Wealth Counselors
Pennsylvania
$247K
BWM
2692
Bulltick Wealth Management
Florida
$246K -$206K -383 -46%
BCM
2693
Bourgeon Capital Management
Connecticut
$246K
SCM
2694
Stonehearth Capital Management
Massachusetts
$246K
CWM
2695
Curi Wealth Management
North Carolina
$245K
AIM
2696
Avity Investment Management
Connecticut
$245K +$245K +455 New
JCM
2697
Jacobsen Capital Management
Utah
$245K +$245K +455 New
MSWM
2698
McGlone Suttner Wealth Management
Wisconsin
$244K +$7.54K +14 +3%
PCI
2699
Planning Center Inc
Illinois
$243K -$255K -473 -51%
DI
2700
DDFG Inc
California
$243K