COST icon

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 %
CFFP
2901
Center for Financial Planning
Michigan
$162K +$32.2K +57 +25%
PAM
2902
Paradigm Asset Management
New York
$159K
AWA
2903
Authentikos Wealth Advisory
California
$157K +$157K +277 New
EMFAT
2904
Emerald Mutual Fund Advisers Trust
Pennsylvania
$156K
IWP
2905
IAG Wealth Partners
Wisconsin
$155K
IAS
2906
IMA Advisory Services
Colorado
$154K
CSWM
2907
Cassady Schiller Wealth Management
Ohio
$152K +$21.5K +38 +16%
PP
2908
PFS Partners
New Jersey
$151K
AAP
2909
Arax Advisory Partners
Colorado
$150K -$21.5K -38 -13%
FA
2910
Financial Avengers
California
$147K +$31K +55 +27%
AI
2911
AXS Investments
New York
$146K -$137K -242 -48%
TAM
2912
Tucker Asset Management
Colorado
$146K -$4.51K -8 -3%
GCM
2913
Gables Capital Management
Florida
$145K
SIM
2914
Studio Investment Management
Illinois
$138K -$49.2K -87 -26%
GC
2915
Gould Capital
Washington
$137K
KHC
2916
Koesten Hirschmann & Crabtree
Kansas
$137K
KFS
2917
Kelly Financial Services
Massachusetts
$136K
SC
2918
Stephens Consulting
Michigan
$133K
PWA
2919
Provenance Wealth Advisors
Florida
$131K +$131K +232 New
FCT
2920
First Community Trust
Iowa
$130K
TLA
2921
Tanglewood Legacy Advisors
Texas
$129K
DCM
2922
Disciplina Capital Management
Tennessee
$127K +$565 +1 +0.4%
IFAM
2923
Institutional & Family Asset Management
Colorado
$123K
GFPC
2924
Global Financial Private Client
Florida
$121K
GKIM
2925
GW&K Investment Management
Massachusetts
$119K +$25.9K +46 +28%