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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 %
ZCM
351
Ziegler Capital Management
Illinois
$28.4M -$599K -1,112 -2%
CNB
352
Czech National Bank
Czech Republic
$28.3M +$122K +226 +0.4%
IPW
353
Invictus Private Wealth
Colorado
$28.3M +$127K +235 +0.4%
NA
354
NewEdge Advisors
Louisiana
$28.2M +$1.05M +1,946 +4%
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$28.1M +$854K +1,586 +3%
CP
356
Cumberland Partners
Ontario, Canada
$28M -$615K -1,142 -2%
PAG
357
Private Advisor Group
New Jersey
$27.6M +$820K +1,506 +3%
CA
358
Cornerstone Advisors
North Carolina
$27.5M -$5.17M -9,600 -16%
WM
359
WS Management
Florida
$27.3M
KPWS
360
Kestra Private Wealth Services
Texas
$27.1M +$4.41M +8,184 +19%
WCWM
361
Willow Creek Wealth Management
California
$27M +$17.7M +32,955 +192%
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$26.7M -$427K -793 -2%
YIA
363
YHB Investment Advisors
Connecticut
$26.6M -$164K -304 -0.6%
MAM
364
Madison Asset Management
Wisconsin
$26.6M -$560K -1,041 -2%
RAM
365
Rempart Asset Management
Canada
$26.5M -$135K -250 -0.5%
PCIA
366
Prime Capital Investment Advisors
Kansas
$26.3M +$5.5M +10,214 +26%
Wealthfront Advisers
367
Wealthfront Advisers
California
$26.2M -$95.8K -178 -0.4%
CAM
368
Cresset Asset Management
Illinois
$26M +$15.3M +28,336 +142%
AM
369
AGF Management
Ontario, Canada
$26M -$2.25M -4,179 -8%
SW
370
SVB Wealth
Massachusetts
$25.9M -$1.95M -3,616 -7%
TCOV
371
Trust Company of Vermont
Vermont
$25.9M +$777K +1,444 +3%
TMAM
372
Tokio Marine Asset Management
Japan
$25.9M +$5.36M +9,950 +26%
AWM
373
Absher Wealth Management
North Carolina
$25.8M +$461K +856 +2%
NLGIA
374
Nippon Life Global Investors Americas
New York
$25.7M -$2.87M -5,340 -10%
CCM
375
Chilton Capital Management
Texas
$25.5M +$226K +419 +0.9%