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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 %
PWA
2726
PCG Wealth Advisors
Kansas
$237K
FCMT
2727
Founders Capital Management (Texas)
Texas
$236K
SNBOSD
2728
Security National Bank of So Dak
Iowa
$236K +$236K +439 New
MIM
2729
Meixler Investment Management
Arizona
$236K +$236K +439 New
SWM
2730
Seaside Wealth Management
California
$236K
HWM
2731
Howard Wealth Management
Connecticut
$235K -$4.31K -8 -2%
RC
2732
Reik & Co
New York
$235K
PSIWM
2733
Paradigm Strategies in Wealth Management
Minnesota
$235K
MS
2734
Maven Securities
Jersey
$234K +$234K +435 New
CWM
2735
Campbell Wealth Management
Virginia
$234K +$234K +435 New
CCA
2736
Column Capital Advisors
Indiana
$233K -$17.8K -33 -7%
FWM
2737
FSA Wealth Management
Massachusetts
$233K +$233K +432 New
HIG
2738
Heritage Investment Group
Florida
$231K -$14K -26 -6%
NRC
2739
New Republic Capital
North Carolina
$231K +$231K +429 New
WW
2740
Westshore Wealth
California
$230K -$250K -464 -52%
BAG
2741
Bridgewealth Advisory Group
California
$230K +$230K +427 New
HHRDM
2742
H&H Retirement Design & Management
Nevada
$230K
NIMI
2743
Natixis Investment Managers International
France
$230K -$28K -52 -11%
GPA
2744
Guerra Pan Advisors
New Jersey
$230K +$5.38K +10 +2%
SP
2745
Successful Portfolios
Florida
$229K -$425K -787 -65%
KPWG
2746
KFA Private Wealth Group
Virginia
$228K -$63.6K -118 -22%
CFAM
2747
Coury Firm Asset Management
Pennsylvania
$228K +$538 +1 +0.2%
SA
2748
Scarborough Advisors
Maryland
$227K +$227K +421 New
QPW
2749
Quantum Private Wealth
Florida
$227K +$227K +421 New
CP
2750
Covenant Partners
Tennessee
$226K