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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 %
PP
476
Patten & Patten
Tennessee
$16.7M +$243K +452 +1%
H
477
HoyleCohen
California
$16.7M -$145K -269 -0.9%
BFIM
478
Beese Fulmer Investment Management
Ohio
$16.7M +$10.2K +19 +0.1%
AC
479
Abbrea Capital
California
$16.7M +$114K +211 +0.7%
ZAM
480
Zevin Asset Management
Massachusetts
$16.7M -$229K -425 -1%
Lido Advisors
481
Lido Advisors
California
$16.6M +$1.55M +2,885 +10%
DILIC
482
Dai-ichi Life Insurance Company
Japan
$16.5M -$12.2M -22,744 -43%
BWFA
483
Baltimore-Washington Financial Advisors
Maryland
$16.4M -$2.11M -3,913 -11%
TAM
484
Taurus Asset Management
New York
$16.4M -$21.5K -40 -0.1%
PWAG
485
Polaris Wealth Advisory Group
California
$16.3M -$510K -947 -3%
MFAM
486
Motley Fool Asset Management
Virginia
$16.3M +$123K +229 +0.8%
RIL
487
Rothschild Investment LLC
Illinois
$16.2M +$597K +1,109 +4%
CS
488
Clear Street
New York
$16.2M +$16.2M +30,000 New
FNBOO
489
First National Bank of Omaha
Nebraska
$16.1M -$336K -625 -2%
Thrivent Financial for Lutherans
490
Thrivent Financial for Lutherans
Minnesota
$16.1M -$14.1M -26,288 -47%
WAM
491
Weatherly Asset Management
California
$16M +$308K +573 +2%
WTC
492
WhitTier Trust Company
Nevada
$15.9M +$278K +516 +2%
CG
493
Colony Group
Massachusetts
$15.9M -$409K -759 -3%
AA
494
Auxano Advisors
Washington
$15.8M
AFG
495
Albion Financial Group
Utah
$15.8M +$139K +259 +0.9%
CSS
496
Cubist Systematic Strategies
Connecticut
$15.7M +$6.68M +12,409 +74%
DP
497
DDD Partners
Washington
$15.6M -$22.6K -42 -0.1%
ACI
498
Alpha Cubed Investments
California
$15.6M -$268K -498 -2%
BRWA
499
B. Riley Wealth Advisors
Florida
$15.4M -$2.6M -4,831 -14%
HIC
500
Harvey Investment Company
Kentucky
$15.4M -$5.26M -9,775 -26%