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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 %
LCM
2876
Lewis Capital Management
California
$203K -$26.6K -47 -12%
FAP
2877
Financial Advisory Partners
Florida
$203K +$203K +360 New
SWA
2878
SOA Wealth Advisors
New York
$203K +$45.2K +80 +29%
AG
2879
Algert Global
California
$203K -$1.59M -2,817 -89%
RW
2880
RVW Wealth
California
$203K +$203K +359 New
WTFG
2881
Wells Trecaso Financial Group
Ohio
$202K -$16.4K -29 -7%
MYIA
2882
Mount Yale Investment Advisors
Colorado
$201K +$201K +356 New
RCG
2883
Rock Creek Group
District of Columbia
$201K -$74.6K -132 -27%
GA
2884
GSG Advisors
New Jersey
$201K +$201K +355 New
EWP
2885
Engrave Wealth Partners
Texas
$201K +$201K +355 New
OA
2886
Operose Advisors
Wisconsin
$201K +$149K +264 +290%
WCM
2887
Wunderlich Capital Managemnt
Tennessee
$198K
TC
2888
Tacita Capital
Ontario, Canada
$195K
UOTTAIMCU
2889
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$193K +$193K +342 New
RG
2890
Retirement Group
California
$191K +$23.2K +41 +14%
SFG
2891
Steward Financial Group
Texas
$190K +$15.8K +28 +9%
NL
2892
NKCFO LLC
Illinois
$189K
CMP
2893
Coston McIsaac & Partners
Maine
$189K
CCMI
2894
Creative Capital Management Investments
California
$186K
CMA
2895
Cedar Mountain Advisors
Oregon
$184K +$15.8K +28 +9%
JSAM
2896
J. Safra Asset Management
New York
$173K
PCA
2897
Providence Capital Advisors
North Carolina
$172K +$34.5K +61 +25%
TFG
2898
Team Financial Group
California
$168K +$168K +298 New
GJIA
2899
Glass Jacobson Investment Advisors
Maryland
$165K
PK
2900
Pflug Koory
Nebraska
$164K