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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 %
CP
2976
Castleview Partners
Texas
$56.5K
DFA
2977
DHJJ Financial Advisors
Illinois
$56.5K +$56.5K +100 New
POIA
2978
Pin Oak Investment Advisors
Texas
$56K
CTWM
2979
Cherry Tree Wealth Management
Minnesota
$54K
PSB
2980
Piscataqua Savings Bank
New Hampshire
$53.7K
APC
2981
Aspire Private Capital
North Carolina
$51.5K +$28.3K +50 +122%
IHWM
2982
Iron Horse Wealth Management
Iowa
$50.3K +$45.2K +80 +889%
SOW
2983
State of Wyoming
Wyoming
$49.2K -$153K -270 -76%
FMTCOCP
2984
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K
AWM
2985
Avondale Wealth Management
Texas
$44.1K
FWM
2986
Focused Wealth Management
New York
$42.9K -$7.91K -14 -16%
SC
2987
Steph & Co
Wisconsin
$41.8K +$12.4K +22 +42%
TSW
2988
Thompson Siegel & Walmsley
Virginia
$40K +$2.86K +5 +8%
CTB
2989
Country Trust Bank
Illinois
$37.3K +$5.09K +9 +16%
AW
2990
Avion Wealth
Texas
$37K +$3.81K +7 +11%
LFA
2991
LGT Financial Advisors
Texas
$35K +$35K +62 New
PPWM
2992
PFG Private Wealth Management
Florida
$33.9K -$68.9K -122 -67%
SGC
2993
Slocum, Gordon & Co
Rhode Island
$32.8K
TWD
2994
True Wealth Design
Ohio
$31.6K
DWA
2995
Dougherty Wealth Advisers
Minnesota
$29.4K
FFL
2996
Financial Freedom LLC
Ohio
$28.5K
SSG
2997
Summit Securities Group
New York
$28K -$56.6K -101 -67%
NSG
2998
Nalls Sherbakoff Group
Tennessee
$25.4K
HCA
2999
Heck Capital Advisors
Wisconsin
$25.4K +$25.4K +45 New
WFA
3000
West Financial Advisors
Iowa
$23.2K