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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 %
RIM
2826
Reliant Investment Management
Tennessee
$205K +$205K +380 New
RIS
2827
Retirement Income Solutions
Michigan
$205K +$205K +380 New
APW
2828
Austin Private Wealth
Texas
$204K -$14K -26 -6%
PCM
2829
Pennsylvania Capital Management
Pennsylvania
$204K +$204K +379 New
PNAA
2830
Pictet North America Advisors
Switzerland
$204K +$204K +379 New
SCA
2831
STALEY CAPITAL ADVISERS
Pennsylvania
$204K +$204K +379 New
AWP
2832
Atlas Wealth Partners
Pennsylvania
$204K +$204K +365 New
TFCP
2833
Twin Focus Capital Partners
Massachusetts
$204K +$204K +378 New
GA
2834
Greenspring Advisors
Maryland
$203K -$402K -747 -66%
MPCG
2835
Matrix Private Capital Group
New York
$203K +$203K +376 New
IP
2836
Isthmus Partners
Wisconsin
$202K +$202K +376 New
NC
2837
NinePointTwo Capital
California
$202K -$273K -508 -57%
WFA
2838
WMG Financial Advisors
Tennessee
$202K +$5.38K +10 +3%
BF
2839
Brogan Financial
Tennessee
$202K +$202K +375 New
JFA
2840
JNBA Financial Advisors
Minnesota
$201K
ASW
2841
Astoria Strategic Wealth
Texas
$201K +$201K +374 New
JHCP
2842
Jackson Hole Capital Partners
Oklahoma
$201K -$545K -1,013 -73%
VNA
2843
Valley National Advisers
Pennsylvania
$198K +$540 +1 +0.3%
EWP
2844
Elevation Wealth Partners
California
$196K -$53.9K -100 -22%
ECM
2845
Elgethun Capital Management
South Dakota
$195K
SOW
2846
State of Wyoming
Wyoming
$192K +$192K +357 New
TF
2847
TimeScale Financial
Massachusetts
$188K
WCM
2848
Wunderlich Capital Managemnt
Tennessee
$188K
TC
2849
Tacita Capital
Ontario, Canada
$186K
FFC
2850
First Financial Corp
Indiana
$184K +$2.69K +5 +1%