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Costco

3,050 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, 1,170 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,050
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
1,170
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
3126
Atlas Wealth Partners
Pennsylvania
-$204K -365 Closed
SF
3127
Safeguard Financial
Wisconsin
-$180K -336 Closed
OPTFSNA
3128
Old Point Trust & Financial Services N A
Virginia
-$130K -241 Closed
RI
3129
Ridgewood Investments
New Jersey
-$125K -233 Closed
SGA
3130
Seaport Global Advisors
Massachusetts
-$111K -206 Closed
DI
3131
Disciplined Investments
Oklahoma
-$103K -192 Closed
UCB
3132
United Community Bank
South Carolina
-$100K -186 Closed
TAIM
3133
TD Ameritrade Investment Management
Nebraska
-$90K -167 Closed
Simplex Trading
3134
Simplex Trading
Illinois
-$87K -163 Closed
FAM
3135
Fred Alger Management
New York
-$81.3K -151 Closed
LFASL
3136
Lugano Financial Advisors SA (LFA)
Switzerland
-$75.9K -141 Closed
WAM
3137
Worth Asset Management
Texas
-$70.5K -131 Closed
2L
3138
25 LLC
Missouri
-$48.7K -90 Closed
IUHSA
3139
Itau Unibanco Holding S.A.
Brazil
-$44.7K -83 Closed
OIS
3140
Okabena Investment Services
Minnesota
-$13.5K -25 Closed
CMANY
3141
Capital Management Associates (New York)
New York
-$13.5K -25 Closed
VF
3142
VitalStone Financial
Texas
-$1K -4 Closed
AWM
3143
AllSquare Wealth Management
New York
-$508 -1 Closed