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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 %
KFP
2876
KB Financial Partners
New Jersey
$137K -$36.1K -67 -21%
PCA
2877
Providence Capital Advisors
North Carolina
$131K
KHC
2878
Koesten Hirschmann & Crabtree
Kansas
$131K -$2.69K -5 -2%
OPTFSNA
2879
Old Point Trust & Financial Services N A
Virginia
$130K +$130K +241 New
KFS
2880
Kelly Financial Services
Massachusetts
$129K +$537 +1 +0.4%
GC
2881
Gould Capital
Washington
$129K -$32.3K -60 -20%
ICM
2882
Intrepid Capital Management
Florida
$128K +$128K +237 New
SC
2883
Stephens Consulting
Michigan
$127K
RI
2884
Ridgewood Investments
New Jersey
$125K -$1.61K -3 -1%
CSWM
2885
Cassady Schiller Wealth Management
Ohio
$124K -$3.22M -5,988 -96%
CFFP
2886
Center for Financial Planning
Michigan
$124K
FCT
2887
First Community Trust
Iowa
$124K
TLA
2888
Tanglewood Legacy Advisors
Texas
$123K
DCM
2889
Disciplina Capital Management
Tennessee
$121K +$76.6K +142 +173%
BAM
2890
Byrne Asset Management
New Jersey
$120K
IFAM
2891
Institutional & Family Asset Management
Colorado
$117K -$1.08K -2 -0.9%
GFPC
2892
Global Financial Private Client
Florida
$114K
FCAG
2893
First Capital Advisors Group
New Jersey
$114K +$114K +212 New
SGA
2894
Seaport Global Advisors
Massachusetts
$111K +$23.7K +44 +27%
FA
2895
Financial Avengers
California
$111K
SFCL
2896
Strengthening Families & Communities LLC
Massachusetts
$110K +$110K +204 New
HIIFS
2897
Harel Insurance Investments & Financial Services
Israel
$109K
OAJ
2898
Ogorek Anthony Joseph
New York
$109K +$1.6K +3 +1%
CWA
2899
Carolina Wealth Advisors
South Carolina
$108K
EARNEST Partners
2900
EARNEST Partners
Georgia
$108K