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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 %
OPOWM
2751
One Plus One Wealth Management
Florida
$226K
MFP
2752
Meridian Financial Partners
Virginia
$226K
FNB
2753
Farmers National Bank
Kentucky
$226K
WA
2754
Waddell & Associates
Tennessee
$226K -$2.15K -4 -0.9%
CNWM
2755
Clay Northam Wealth Management
California
$225K
PWP
2756
Pursue Wealth Partners
California
$225K
HWP
2757
Heritage Wealth Partners
Ohio
$223K +$223K +415 New
CAMV
2758
Concord Asset Management (Virginia)
Virginia
$223K +$2.69K +5 +1%
EWM
2759
Elevatus Welath Management
New York
$223K +$223K +414 New
UWM
2760
Udine Wealth Management
Florida
$223K +$223K +414 New
RAM
2761
Riggs Asset Management
Pennsylvania
$222K
AWP
2762
Accretive Wealth Partners
New Jersey
$222K
4WM
2763
4J Wealth Management
Virginia
$222K
ETIA
2764
Epic Trust Investment Advisors
Washington
$221K +$221K +411 New
PAIM
2765
Punch & Associates Investment Management
Minnesota
$221K
HF
2766
Halpern Financial
Virginia
$221K +$4.85K +9 +2%
MF
2767
Montis Financial
Massachusetts
$221K +$221K +410 New
LRIC
2768
Long Road Investment Counsel
Michigan
$220K
FPB
2769
First PREMIER Bank
South Dakota
$220K +$203K +377 +1,178%
HWM
2770
HighMark Wealth Management
Minnesota
$219K
LCM
2771
Lewis Capital Management
California
$219K
WJA
2772
Willis Johnson & Associates
Texas
$219K -$154K -287 -41%
RPGK
2773
Retirement Planning Group (Kansas)
Kansas
$218K +$539 +1 +0.2%
GAM
2774
Garrison Asset Management
Arkansas
$217K
SM
2775
Sensible Money
Arizona
$217K +$217K +402 New