COST icon

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 %
MIAS
2801
Mason Investment Advisory Services
Virginia
$209K +$209K +389 New
PSCM
2802
Per Stirling Capital Management
Texas
$209K +$209K +389 New
WAM
2803
WNY Asset Management
New York
$209K -$14K -26 -6%
GWM
2804
GoalFusion Wealth Management
Texas
$209K +$209K +388 New
AWA
2805
Archvest Wealth Advisors
California
$209K +$209K +388 New
WTFG
2806
Wells Trecaso Financial Group
Ohio
$208K +$208K +387 New
SFS
2807
Security Financial Services
Indiana
$208K +$208K +387 New
PD
2808
Planning Directions
Pennsylvania
$208K +$208K +387 New
GA
2809
Gateway Advisory
New Jersey
$207K +$207K +384 New
CPA
2810
Capital Performance Advisors
California
$207K +$207K +384 New
PCMF
2811
Private Capital Management (Florida)
Florida
$207K +$207K +384 New
WAOI
2812
Wealth Advisors of Iowa
Iowa
$207K +$134K +3,877 +184%
FBC
2813
Fairfield, Bush & Co
Connecticut
$206K -$16.2K -30 -7%
TNB
2814
Thomasville National Bank
Georgia
$206K +$206K +383 New
NFP
2815
Narus Financial Partners
Utah
$206K +$206K +383 New
MWP
2816
Meridian Wealth Partners
Pennsylvania
$206K +$206K +383 New
SWP
2817
Semus Wealth Partners
Florida
$206K +$206K +382 New
MLFP
2818
MPS Loria Financial Planners
Illinois
$206K +$206K +382 New
RB
2819
Rodgers Brothers
Pennsylvania
$206K +$206K +382 New
BBA
2820
Braun-Bostich & Associates
Pennsylvania
$206K +$206K +382 New
FMP
2821
Financial Management Professionals
Texas
$205K -$1.08K -2 -0.5%
AIM
2822
Aspen Investment Management
Michigan
$205K +$205K +380 New
PCM
2823
Perkins Capital Management
Minnesota
$205K +$205K +380 New
EIA
2824
Eldridge Investment Advisors
New Hampshire
$205K +$205K +380 New
CAM
2825
Capco Asset Management
Florida
$205K