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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 %
CWG
3076
Cornerstone Wealth Group
North Carolina
-$249K -501 Closed
LA
3077
Lynch & Associates
Indiana
-$239K -482 Closed
EC
3078
EdgeRock Capital
Colorado
-$235K -473 Closed
PWM
3079
Prosperity Wealth Management
California
-$228K -458 Closed
LAM
3080
LifePro Asset Management
California
-$208K -455 Closed
AIA
3081
Allied Investment Advisors
Montana
-$225K -452 Closed
AWM
3082
Accel Wealth Management
Iowa
-$216K -435 Closed
TIM
3083
Total Investment Management
Arizona
-$213K -429 Closed
NRD
3084
Nebula Research & Development
New York
-$210K -422 Closed
AAMC
3085
Asset Allocation & Management Company
Illinois
-$209K -420 Closed
OLA
3086
Oliver Luxxe Assets
New Jersey
-$206K -414 Closed
WFM
3087
Wolff Financial Management
Michigan
-$205K -413 Closed
OTL
3088
Oak Thistle LLC
New York
-$204K -410 Closed
GFWA
3089
Grey Fox Wealth Advisors
Delaware
-$197K -397 Closed
CC
3090
Centiva Capital
New York
-$177K -356 Closed
CIA
3091
Cascade Investment Advisors
Oregon
-$169K -340 Closed
VIA
3092
Virtus Investment Advisers
Connecticut
-$127K -255 Closed
KM
3093
Kalos Management
Georgia
-$111K -224 Closed
BA
3094
Bellwether Advisors
Nebraska
-$77K -155 Closed
SSC
3095
Syverson Strege & Co
Iowa
-$75.5K -152 Closed
UAML
3096
US Asset Management LLC
Pennsylvania
-$74K -149 Closed
GCWM
3097
Graham Capital Wealth Management
District of Columbia
-$720K -145 Closed
ST
3098
Sageworth Trust
Pennsylvania
-$58.6K -118 Closed
CSPAM
3099
Cary Street Partners Asset Management
Virginia
-$50.5K -102 Closed
LSV Asset Management
3100
LSV Asset Management
Illinois
-$50K -100 Closed