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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 %
AWAP
2701
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K
PAG
2702
Paladin Advisory Group
Iowa
$243K
BSI
2703
Bennett Selby Investments
Maine
$243K +$22.1K +41 +10%
VFP
2704
Verus Financial Partners
Virginia
$242K -$6.78K -12 -3%
SFG
2705
Summit Financial Group
West Virginia
$242K
LJHT
2706
Laurie J. Hall Trustee
$242K +$37.8K +70 +19%
BWM
2707
BlackDiamond Wealth Management
New York
$242K +$242K +428 New
TCWM
2708
Total Clarity Wealth Management
Illinois
$241K +$241K +448 New
OWA
2709
Opal Wealth Advisors
New York
$241K +$241K +448 New
BWM
2710
Baystate Wealth Management
Massachusetts
$241K -$28K -52 -10%
EBA
2711
Eagle Bay Advisors
New York
$240K +$22.6K +42 +10%
WF
2712
Whelan Financial
California
$240K
RWM
2713
RBA Wealth Management
California
$240K
SC
2714
Sonen Capital
California
$240K
VBWMG
2715
Von Berge Wealth Management Group
California
$240K
IP
2716
Intellectus Partners
California
$239K +$239K +444 New
PGA
2717
Portland Global Advisors
Maine
$239K -$8.07K -15 -3%
BFA
2718
BMS Financial Advisors
South Dakota
$239K -$109K -202 -31%
NCM
2719
Noesis Capital Mangement
Florida
$238K
HIGP
2720
Hill Investment Group Partners
Missouri
$238K
CC
2721
Cornerstone Capital
California
$238K
HWA
2722
HHM Wealth Advisors
Tennessee
$238K
MKA
2723
M. Kulyk & Associates
Georgia
$238K
E
2724
ETFidea
New York
$237K +$4.31K +8 +2%
MTC
2725
McDaniel Terry & Co
Texas
$237K -$11.3K -21 -5%