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Costco

3,017 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, 1,224 increasing their positions, 1,136 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,017
Holders Change
+100
Holders Change %
+3.43%
% of All Funds
47.59%
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
1,224
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 %
2L
2951
25 LLC
Missouri
$48.7K +$1.62K +3 +3%
FWM
2952
Focused Wealth Management
New York
$48.4K
APTFM
2953
AGUR Provident & Training Funds Management
Israel
$45.3K
LSA
2954
Lansing Street Advisors
Pennsylvania
$45.3K +$8.63K +16 +24%
IUHSA
2955
Itau Unibanco Holding S.A.
Brazil
$44.7K +$1.08K +2 +2%
FMTCOCP
2956
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K +$8.17K +15 +23%
AWM
2957
Avondale Wealth Management
Texas
$42K -$80.8K -150 -66%
YAL
2958
Your Advocates Ltd
Texas
$39.8K
HB
2959
Horizon Bancorp
Indiana
$38K +$38K +70 New
IPW
2960
Impact Partnership Wealth
Georgia
$37.1K +$37.1K +69 New
TSW
2961
Thompson Siegel & Walmsley
Virginia
$35K
AW
2962
Avion Wealth
Texas
$32K +$8.39K +16 +36%
SGC
2963
Slocum, Gordon & Co
Rhode Island
$31.2K +$16.2K +30 +107%
QL
2964
Quarry LP
New York
$30.7K -$54.9K -102 -64%
CTB
2965
Country Trust Bank
Illinois
$30.7K
SWM
2966
Sanctuary Wealth Management
Idaho
$30.7K +$30.7K +57 New
TWD
2967
True Wealth Design
Ohio
$30.2K
SC
2968
Steph & Co
Wisconsin
$28K
DWA
2969
Dougherty Wealth Advisers
Minnesota
$28K
FFL
2970
Financial Freedom LLC
Ohio
$27.2K
MAM
2971
Marquette Asset Management
Minnesota
$23.7K +$23.7K +44 New
AWM
2972
Activest Wealth Management
Florida
$23.6K
NSG
2973
Nalls Sherbakoff Group
Tennessee
$23K
APC
2974
Aspire Private Capital
North Carolina
$22.1K
WFA
2975
West Financial Advisors
Iowa
$22.1K +$22.1K +41 New