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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 %
HWP
3001
Hibernia Wealth Partners
Louisiana
$22.6K +$22.6K +40 New
SA
3002
SRH Advisors
Kansas
$22.6K
BC
3003
Barrett & Company
Rhode Island
$22.6K +$10.2K +18 +82%
Legacy Financial Group (Iowa)
3004
Legacy Financial Group (Iowa)
Iowa
$22.1K +$22.1K +39 New
BSC
3005
Brown Shipley & Co
United Kingdom
$19.8K -$45.2K -80 -70%
SFFS
3006
Stonehage Fleming Financial Services
Jersey
$19.8K
MAM
3007
Marquette Asset Management
Minnesota
$19.2K -$5.65K -10 -23%
RL
3008
Rogco LP
Oklahoma
$18.1K +$18.1K +32 New
LG
3009
LAM Group
Oregon
$16.9K
LOIP
3010
Live Oak Investment Partners
Texas
$16.9K -$16.2K
CMBA
3011
C.M. Bidwell & Associates
Hawaii
$16.9K
FIM
3012
FWL Investment Management
Texas
$16.9K +$16.9K +30 New
RWM
3013
Ruedi Wealth Management
Illinois
$15.9K
EA
3014
Evolution Advisers
Virginia
$15K
DWA
3015
Delos Wealth Advisors
Texas
$14.3K
MFG
3016
Mendota Financial Group
Wisconsin
$13.6K
GIS
3017
Grayhawk Investment Strategies
Alberta, Canada
$13.6K
SIA
3018
SkyView Investment Advisors
New Jersey
$13K
CB
3019
Community Bank
New York
$12.4K
RDIA
3020
RE Dickinson Investment Advisors
Iowa
$12K
CWM
3021
CarsonAllaria Wealth Management
Illinois
$11.3K
CWA
3022
Core Wealth Advisors
Florida
$11.3K -$308K -546 -96%
DEM
3023
Disciplined Equity Management
Florida
$11.3K
HC
3024
Hoese & Co
Minnesota
$10.7K
LFA
3025
Level Financial Advisors
New York
$10.2K -$5.65K -10 -36%