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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 %
WFA
2976
West Financial Advisors
Iowa
$22.1K +$22.1K +41 New
SA
2977
SRH Advisors
Kansas
$19.9K
SFFS
2978
Stonehage Fleming Financial Services
Jersey
$18.8K
RFA
2979
Register Financial Advisors
Georgia
$17.8K
CMBA
2980
C.M. Bidwell & Associates
Hawaii
$16.2K -$162K -301 -91%
LOIP
2981
Live Oak Investment Partners
Texas
$16.2K -$14.9K
LG
2982
LAM Group
Oregon
$16.2K
RWM
2983
Ruedi Wealth Management
Illinois
$15.1K
LFA
2984
Level Financial Advisors
New York
$15.1K
EA
2985
Evolution Advisers
Virginia
$15K
DWA
2986
Delos Wealth Advisors
Texas
$14K
CMANY
2987
Capital Management Associates (New York)
New York
$13.5K
OIS
2988
Okabena Investment Services
Minnesota
$13.5K +$13.5K +25 New
MFG
2989
Mendota Financial Group
Wisconsin
$12.9K -$12.4K -23 -49%
GIS
2990
Grayhawk Investment Strategies
Alberta, Canada
$12.9K
SIA
2991
SkyView Investment Advisors
New Jersey
$12K +$6.26K +12 +109%
BC
2992
Barrett & Company
Rhode Island
$11.8K
CB
2993
Community Bank
New York
$11.8K
RDIA
2994
RE Dickinson Investment Advisors
Iowa
$11K
CWM
2995
CarsonAllaria Wealth Management
Illinois
$10.8K
DEM
2996
Disciplined Equity Management
Florida
$10.8K
CJL
2997
Cyrus J. Lawrence
New York
$10.3K -$46 -86 -0.4%
HC
2998
Hoese & Co
Minnesota
$10.2K -$8.61K -16 -46%
MFA
2999
McClarren Financial Advisors
Pennsylvania
$9K -$500 -1 -5%
MBFW
3000
Morton Brown Family Wealth
Pennsylvania
$8.08K