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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 %
PG
2951
Proffitt & Goodson
Tennessee
$88.1K -$6.78K -12 -7%
AWM
2952
Activest Wealth Management
Florida
$87.3K +$564 +1 +0.6%
JAM
2953
JCIC Asset Management
Ontario, Canada
$84.7K
RAM
2954
Ramirez Asset Management
New York
$84.7K +$84.7K +150 New
SPWM
2955
Spartan Planning & Wealth Management
North Carolina
$83.6K +$83.6K +148 New
AA
2956
AlphaMark Advisors
Kentucky
$83K +$2.26K +4 +3%
KFP
2957
KB Financial Partners
New Jersey
$81K -$62.9K -111 -44%
CWM
2958
Cedar Wealth Management
California
$80.4K
AFS
2959
Annapolis Financial Services
Maryland
$79.8K
SFCL
2960
Strengthening Families & Communities LLC
Massachusetts
$76K -$39.7K -70 -34%
LWA
2961
Lowe Wealth Advisors
Maryland
$72.9K
AA
2962
Addison Advisors
Vermont
$72.3K
MFT
2963
Moisand Fitzgerald Tamayo
Florida
$71.8K +$2.83K +5 +4%
NECFA
2964
New England Capital Financial Advisors
Connecticut
$71.3K
IRC
2965
Investors Research Corp
Georgia
$71.2K
TWP
2966
TFO Wealth Partners
Ohio
$71.1K +$538 +1 +0.8%
BIA
2967
Bell Investment Advisors
California
$67.8K -$6.22K -11 -8%
C
2968
Covestor
United Kingdom
$67K
PA
2969
PSI Advisors
Florida
$65K
YAL
2970
Your Advocates Ltd
Texas
$64.4K +$22.6K +40 +54%
CAS
2971
Coppell Advisory Solutions
Texas
$63.9K -$74.4K -163 -54%
IPW
2972
Impact Partnership Wealth
Georgia
$63.8K +$24.9K +44 +64%
CLOS
2973
Compagnie Lombard Odier SCmA
Switzerland
$62.1K
GWSA
2974
Global Wealth Strategies & Associates
Colorado
$60.5K
CWM
2975
Cranbrook Wealth Management
Michigan
$57.7K