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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 %
SAG
2901
Spotlight Asset Group
Illinois
$108K +$108K +200 New
CIA
2902
Cape Investment Advisory
Georgia
$107K -$6.46K -12 -6%
DCBT
2903
Dakota Community Bank & Trust
North Dakota
$106K -$8.08K -15 -7%
DI
2904
Disciplined Investments
Oklahoma
$103K -$4.3K -8 -4%
FC
2905
Family CFO
California
$102K
BBPWM
2906
Blue Bell Private Wealth Management
Pennsylvania
$102K
UCB
2907
United Community Bank
South Carolina
$100K -$100K -186 -50%
PPWM
2908
PFG Private Wealth Management
Florida
$98K +$538 +1 +0.6%
MAWCM
2909
Mine & Arao Wealth Creation & Management
California
$97.9K +$538 +1 +0.6%
EIM
2910
Essex Investment Management
Massachusetts
$96.9K
GA
2911
GoalVest Advisory
New York
$96.4K -$209K -389 -68%
WWP
2912
WR Wealth Planners
Missouri
$93.8K +$44.8K +83 +91%
APW
2913
Acima Private Wealth
Virginia
$93.1K -$14K -26 -13%
JFG
2914
JDM Financial Group
Texas
$93.1K
PG
2915
Proffitt & Goodson
Tennessee
$90.4K -$10.8K -20 -11%
TAIM
2916
TD Ameritrade Investment Management
Nebraska
$90K -$8.08K -15 -8%
CPG
2917
Cornerstone Planning Group
New Jersey
$89.3K +$89.3K +166 New
GKIM
2918
GW&K Investment Management
Massachusetts
$89K +$89K +165 New
Simplex Trading
2919
Simplex Trading
Illinois
$87K +$87K +163 New
MS
2920
Mizuho Securities
Japan
$86.1K -$53.8K -100 -38%
ACM
2921
Adalta Capital Management
New York
$86K -$8.06K -15 -9%
VCM
2922
Versant Capital Management
Arizona
$85.6K -$38.8K -72 -31%
JGIA
2923
Jackson Grant Investment Advisers
Connecticut
$84.5K -$132K -245 -61%
FAM
2924
Fred Alger Management
New York
$81.3K -$20.2M -37,561 -100%
SSG
2925
Summit Securities Group
New York
$81K +$81K +151 New