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Costco

3,051 hedge funds and large institutions have $170B invested in Costco in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,233 increasing their positions, 1,171 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,051
Holders Change
+33
Holders Change %
+1.09%
% of All Funds
48.64%
Holding in Top 10
247
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+19.32%
% of All Funds
3.94%
New
160
Increased
1,233
Reduced
1,171
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Shares
Change %
WWG
2851
West Wealth Group
California
$212K +$212K +376 New
SGCA
2852
Steel Grove Capital Advisors
Tennessee
$212K -$9.05K -16 -4%
NC
2853
NinePointTwo Capital
California
$212K
BF
2854
Brogan Financial
Tennessee
$212K
WIA
2855
World Investment Advisors
California
$211K +$211K +374 New
JFA
2856
JNBA Financial Advisors
Minnesota
$211K
MKA
2857
M. Kulyk & Associates
Georgia
$211K -$38.4K -68 -15%
ASW
2858
Astoria Strategic Wealth
Texas
$211K
JHCP
2859
Jackson Hole Capital Partners
Oklahoma
$211K
FAM
2860
Flaharty Asset Management
Florida
$210K +$210K +372 New
TNB
2861
Thomasville National Bank
Georgia
$210K -$6.22K -11 -3%
FIBT
2862
First International Bank & Trust
North Dakota
$210K +$210K +371 New
SFS
2863
Security Financial Services
Indiana
$209K -$9.6K -17 -4%
NWA
2864
Navis Wealth Advisors
New York
$209K +$209K +369 New
WFA
2865
WMG Financial Advisors
Tennessee
$208K -$3.96K -7 -2%
VSQM
2866
V-Square Quantitative Management
Illinois
$208K +$208K +368 New
CCA
2867
Cora Capital Advisors
New Jersey
$207K +$207K +367 New
SFA
2868
Source Financial Advisors
New York
$206K +$206K +365 New
FPB
2869
First PREMIER Bank
South Dakota
$206K -$25.5K -45 -11%
EWP
2870
Elevation Wealth Partners
California
$206K
MHWM
2871
Montz Harcus Wealth Management
Louisiana
$205K -$59.3K -105 -22%
ECM
2872
Elgethun Capital Management
South Dakota
$205K
RWM
2873
Reston Wealth Management
Virginia
$205K +$205K +363 New
BDF
2874
Black Diamond Financial
Maryland
$204K +$204K +361 New
CM
2875
Capula Management
Cayman Islands
$203K -$305K -540 -60%