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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 %
CISOA
2776
Capital Investment Services of America
Wisconsin
$216K +$216K +402 New
DA
2777
Detalus Advisors
Missouri
$216K +$216K +401 New
UBV
2778
United Bank (Virginia)
Virginia
$216K -$5.38K -10 -2%
HCM
2779
HMS Capital Management
Tennessee
$216K -$53.8K -100 -20%
MHC
2780
Meyer Handelman Company
New York
$215K +$215K +400 New
ST
2781
Sabal Trust
Florida
$215K +$215K +400 New
GWI
2782
Grace & White Inc
New York
$215K +$215K +400 New
ABP
2783
Arthur B. Page
$215K +$215K +400 New
IAA
2784
Ironsides Asset Advisors
North Carolina
$215K +$215K +400 New
HAFS
2785
Hapanowicz & Associates Financial Services
Pennsylvania
$215K +$215K +400 New
LFG
2786
Lockerman Financial Group
California
$215K +$215K +400 New
BCM
2787
Bridgeway Capital Management
Texas
$215K +$215K +400 New
MAG
2788
Mayfair Advisory Group
Alabama
$215K +$215K +409 New
CANY
2789
Caxton Associates (New York)
New York
$215K -$341K -634 -61%
FMI
2790
F/M Investments
District of Columbia
$214K +$214K +398 New
SLA
2791
Silver Lake Advisory
Utah
$213K +$213K +397 New
AFAS
2792
Acorn Financial Advisory Services
Virginia
$213K +$213K +396 New
FS
2793
Ferguson Shapiro
Georgia
$212K +$212K +394 New
SWA
2794
Sutton Wealth Advisors
Florida
$211K +$40.9K +76 +24%
VCAM
2795
Van Cleef Asset Management
Ohio
$211K +$211K +392 New
SPC
2796
Stewart & Patten Company
California
$211K -$23.7K -44 -10%
SGCA
2797
Steel Grove Capital Advisors
Tennessee
$211K +$211K +391 New
CCM
2798
Compass Capital Management
Minnesota
$210K -$32.3K -60 -13%
LW
2799
Libra Wealth
California
$210K +$210K +390 New
VBFP
2800
Valtinson Bruner Financial Planning
Minnesota
$210K +$210K +390 New