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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 %
FGAM
3001
Financial Gravity Asset Management
Texas
$7.87K +$496 +41 +7%
TJHA
3002
Thomas J. Herzfeld Advisors
Florida
$7.54K
LIM
3003
Longfellow Investment Management
Massachusetts
$7K
BFA
3004
BBJS Financial Advisors
Washington
$6.46K
MDCM
3005
Morgan Dempsey Capital Management
Wisconsin
$5.92K
JMF
3006
Johnson Midwest Financial
Iowa
$5.38K
IHWM
3007
Iron Horse Wealth Management
Iowa
$4.85K
RIM
3008
Ranger Investment Management
Texas
$4.31K
PS
3009
PayPay Securities
Japan
$3.77K -$2.69K -5 -42%
FSWA
3010
Financial Synergies Wealth Advisors
Texas
$2.69K
UFF
3011
USA Financial Formulas
Michigan
$2.15K
HCM
3012
Horrell Capital Management
Arkansas
$2K
PI
3013
PEAK6 Investments
Illinois
$1.95K -$1.66M -3,402 -100%
NC
3014
NewSquare Capital
Pennsylvania
$1.22K -$1.22K -2 -50%
VF
3015
VitalStone Financial
Texas
$1K -$566K -2,263 -100%
GCS
3016
Gordian Capital (Singapore)
Singapore
$538
LP
3017
LMR Partners
United Kingdom
$538 +$538 +1 New
AWM
3018
AllSquare Wealth Management
New York
$508
Renaissance Technologies
3019
Renaissance Technologies
New York
-$116M -232,792 Closed
AIM
3020
Artemis Investment Management
United Kingdom
-$41.8M -84,377 Closed
SAM
3021
Scopus Asset Management
New York
-$30.3M -61,000 Closed
Capital Fund Management (CFM)
3022
Capital Fund Management (CFM)
France
-$13.3M -26,783 Closed
Alyeska Investment Group
3023
Alyeska Investment Group
Illinois
-$10.2M -20,628 Closed
SC
3024
Shellback Capital
Massachusetts
-$7.45M -15,000 Closed
WCA
3025
Waratah Capital Advisors
Ontario, Canada
-$5.71M -11,487 Closed