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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 %
HIIFS
2926
Harel Insurance Investments & Financial Services
Israel
$114K
EARNEST Partners
2927
EARNEST Partners
Georgia
$114K
CWA
2928
Carolina Wealth Advisors
South Carolina
$114K
OAJ
2929
Ogorek Anthony Joseph
New York
$113K -$1.69K -3 -1%
SAG
2930
Spotlight Asset Group
Illinois
$113K
BAM
2931
Byrne Asset Management
New Jersey
$111K -$14.1K -25 -11%
WWP
2932
WR Wealth Planners
Missouri
$111K +$12.4K +22 +13%
DCBT
2933
Dakota Community Bank & Trust
North Dakota
$111K
GA
2934
GoalVest Advisory
New York
$110K +$8.47K +15 +8%
CC
2935
Centiva Capital
New York
$108K +$108K +192 New
FC
2936
Family CFO
California
$107K
BBPWM
2937
Blue Bell Private Wealth Management
Pennsylvania
$107K
MAWCM
2938
Mine & Arao Wealth Creation & Management
California
$103K
EIM
2939
Essex Investment Management
Massachusetts
$102K
ICM
2940
Intrepid Capital Management
Florida
$101K -$33.3K -59 -25%
CPG
2941
Cornerstone Planning Group
New Jersey
$99.3K +$5.64K +10 +6%
BC
2942
Belmont Capital
California
$97.9K +$97.9K +173 New
JFG
2943
JDM Financial Group
Texas
$97.7K
APW
2944
Acima Private Wealth
Virginia
$97.7K
QL
2945
Quarry LP
New York
$97.7K +$65.5K +116 +204%
MS
2946
Mizuho Securities
Japan
$96K +$5.65K +10 +6%
VCM
2947
Versant Capital Management
Arizona
$91K +$1.13K +2 +1%
CIA
2948
Cape Investment Advisory
Georgia
$90K -$22.1K -39 -20%
ACM
2949
Adalta Capital Management
New York
$90K
JGIA
2950
Jackson Grant Investment Advisers
Connecticut
$88.7K