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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 %
EWA
3101
Evolution Wealth Advisors
Florida
-$336K -624 Closed
SM
3102
Sciencast Management
New Jersey
-$297K -560 Closed
AAM
3103
American Asset Management
Florida
-$296K -550 Closed
ACM
3104
Advent Capital Management
New York
-$296K -550 Closed
SFG
3105
Sather Financial Group
Texas
-$295K -548 Closed
CA
3106
Calton & Associates
Florida
-$291K -541 Closed
CIC
3107
Cornercap Investment Counsel
Georgia
-$287K -534 Closed
MPM
3108
Meritage Portfolio Management
Kansas
-$285K -530 Closed
CG
3109
Castellan Group
Kentucky
-$294K -514 Closed
OFG
3110
Omega Financial Group
California
-$274K -508 Closed
GSC
3111
Ground Swell Capital
South Carolina
-$262K -487 Closed
DPI
3112
Diversified Portfolios Inc
Michigan
-$257K -477 Closed
DU
3113
Delphia (USA)
Ontario, Canada
-$256K -476 Closed
AIP
3114
Almanack Investment Partners
Pennsylvania
-$255K -473 Closed
FF
3115
Friedenthal Financial
New Jersey
-$249K -462 Closed
AWC
3116
Abundance Wealth Counselors
Pennsylvania
-$247K -458 Closed
CWM
3117
Curi Wealth Management
North Carolina
-$245K -455 Closed
CWM
3118
Campbell Wealth Management
Virginia
-$234K -435 Closed
UWM
3119
Udine Wealth Management
Florida
-$223K -414 Closed
ETIA
3120
Epic Trust Investment Advisors
Washington
-$221K -411 Closed
WJA
3121
Willis Johnson & Associates
Texas
-$219K -407 Closed
CANY
3122
Caxton Associates (New York)
New York
-$215K -399 Closed
SLA
3123
Silver Lake Advisory
Utah
-$213K -397 Closed
AFAS
3124
Acorn Financial Advisory Services
Virginia
-$213K -396 Closed
BBA
3125
Braun-Bostich & Associates
Pennsylvania
-$206K -382 Closed