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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 %
T
3026
TOBAM
France
$10K -$324K -583 -97%
MFA
3027
McClarren Financial Advisors
Pennsylvania
$10K
MBFW
3028
Morton Brown Family Wealth
Pennsylvania
$8.47K
NF
3029
Norwood Financial
Pennsylvania
$8.47K
TJHA
3030
Thomas J. Herzfeld Advisors
Florida
$7.91K
LIM
3031
Longfellow Investment Management
Massachusetts
$7.34K
BFA
3032
BBJS Financial Advisors
Washington
$6.78K
MDCM
3033
Morgan Dempsey Capital Management
Wisconsin
$6.22K
SFA
3034
Semmax Financial Advisors
North Carolina
$5.79K +$5.79K +10 New
JMF
3035
Johnson Midwest Financial
Iowa
$5.65K
RIM
3036
Ranger Investment Management
Texas
$4.52K
PS
3037
PayPay Securities
Japan
$4.43K +$2.71K +11 +157%
ECM
3038
Everence Capital Management
Indiana
$3.97K
WA
3039
WestEnd Advisors
North Carolina
$3.96K +$3.96K +7 New
FSWA
3040
Financial Synergies Wealth Advisors
Texas
$2.83K
SWM
3041
Sanctuary Wealth Management
Idaho
$2.26K -$29.9K -53 -93%
UFF
3042
USA Financial Formulas
Michigan
$2.26K
PCM
3043
Perritt Capital Management
Illinois
$2.26K +$2.26K +4 New
HCM
3044
Horrell Capital Management
Arkansas
$2K
RCM
3045
Raleigh Capital Management
North Carolina
$1.99K +$1.99K +4 New
RFA
3046
Register Financial Advisors
Georgia
$1.7K -$17K -30 -91%
PI
3047
PEAK6 Investments
Illinois
$1.48K -$493 -1 -25%
NC
3048
NewSquare Capital
Pennsylvania
$1.28K
PP
3049
Paloma Partners
Connecticut
$1.13K -$973K -1,722 -100%
KOCAA
3050
Knights of Columbus Asset Advisors
Connecticut
$1.13K +$1.13K +2 New