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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 %
NL
2851
NKCFO LLC
Illinois
$180K
CMP
2852
Coston McIsaac & Partners
Maine
$180K
SF
2853
Safeguard Financial
Wisconsin
$180K +$180K +336 New
SIM
2854
Studio Investment Management
Illinois
$178K -$31.2K -58 -15%
CCMI
2855
Creative Capital Management Investments
California
$177K -$77K -143 -30%
AWM
2856
Abound Wealth Management
Tennessee
$177K +$17.8K +33 +11%
CAC
2857
Core Alternative Capital
Georgia
$170K -$8.08K -15 -5%
SFG
2858
Steward Financial Group
Texas
$166K -$19.9K -37 -11%
JSAM
2859
J. Safra Asset Management
New York
$165K
AAP
2860
Arax Advisory Partners
Colorado
$164K +$9.7K +18 +6%
CAS
2861
Coppell Advisory Solutions
Texas
$161K +$161K +303 New
CMA
2862
Cedar Mountain Advisors
Oregon
$160K +$3.23K +6 +2%
RG
2863
Retirement Group
California
$160K +$25.9K +48 +19%
GJIA
2864
Glass Jacobson Investment Advisors
Maryland
$157K +$157K +292 New
PK
2865
Pflug Koory
Nebraska
$157K
PAM
2866
Paradigm Asset Management
New York
$151K -$592K -1,100 -80%
BWS
2867
Buck Wealth Strategies
Colorado
$151K +$114K +212 +307%
SWA
2868
SOA Wealth Advisors
New York
$150K
EMFAT
2869
Emerald Mutual Fund Advisers Trust
Pennsylvania
$149K +$149K +276 New
IWP
2870
IAG Wealth Partners
Wisconsin
$148K +$7.54K +14 +5%
IAS
2871
IMA Advisory Services
Colorado
$146K +$43.1K +80 +42%
PP
2872
PFS Partners
New Jersey
$144K +$21K +39 +17%
TAM
2873
Tucker Asset Management
Colorado
$144K +$53.8K +100 +60%
HIM
2874
Hillsdale Investment Management
Ontario, Canada
$142K +$37.7K +70 +36%
GCM
2875
Gables Capital Management
Florida
$138K +$10.8K +20 +8%