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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 %
JAM
2926
JCIC Asset Management
Ontario, Canada
$80.8K -$2.69K -5 -3%
AA
2927
AlphaMark Advisors
Kentucky
$77K -$37.7K -70 -33%
CWM
2928
Cedar Wealth Management
California
$76.6K -$539 -1 -0.7%
AFS
2929
Annapolis Financial Services
Maryland
$76K
LFASL
2930
Lugano Financial Advisors SA (LFA)
Switzerland
$75.9K
BIA
2931
Bell Investment Advisors
California
$70.5K +$6.46K +12 +10%
TWP
2932
TFO Wealth Partners
Ohio
$70.5K +$19.9K +37 +39%
WAM
2933
Worth Asset Management
Texas
$70.5K +$32.8K +61 +87%
LWA
2934
Lowe Wealth Advisors
Maryland
$69.5K -$9.69K -18 -12%
AA
2935
Addison Advisors
Vermont
$68.9K -$16.2K -30 -19%
NECFA
2936
New England Capital Financial Advisors
Connecticut
$67.8K
IRC
2937
Investors Research Corp
Georgia
$67.8K
MFT
2938
Moisand Fitzgerald Tamayo
Florida
$65.7K
C
2939
Covestor
United Kingdom
$64K -$10.8K -20 -14%
BSC
2940
Brown Shipley & Co
United Kingdom
$61.9K
PA
2941
PSI Advisors
Florida
$61.9K -$108K -200 -63%
CLOS
2942
Compagnie Lombard Odier SCmA
Switzerland
$59.2K
GWSA
2943
Global Wealth Strategies & Associates
Colorado
$57.6K
CWM
2944
Cranbrook Wealth Management
Michigan
$54.9K
POIA
2945
Pin Oak Investment Advisors
Texas
$54K
CP
2946
Castleview Partners
Texas
$53.8K -$18.8K -35 -26%
PFG
2947
Piershale Financial Group
Illinois
$53.8K
PG
2948
Prostatis Group
Maryland
$52.8K +$52.8K +23,743 New
CTWM
2949
Cherry Tree Wealth Management
Minnesota
$51.4K +$51.4K +96 New
PSB
2950
Piscataqua Savings Bank
New Hampshire
$51.1K