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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 %
BSA
501
Braun Stacey Associates
New York
$15.3M -$15M -27,813 -50%
CTA
502
Colonial Trust Advisors
South Carolina
$15.2M -$480K -892 -3%
CGH
503
Crossmark Global Holdings
Texas
$15.2M -$651K -1,155 -4%
TW
504
Transform Wealth
Colorado
$15.1M +$12.4K +23 +0.1%
PP
505
Prudential plc
United Kingdom
$15.1M -$257K -477 -2%
AAS
506
Avantax Advisory Services
Texas
$15M +$929K +1,726 +7%
ISWM
507
Independent Solutions Wealth Management
New York
$14.9M -$359K -667 -2%
AIM
508
Arcadia Investment Management
Michigan
$14.8M +$27.5K +51 +0.2%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$2.65M +4,915 +22%
DWM
510
Dakota Wealth Management
Florida
$14.6M +$5.88M +10,923 +67%
EWM
511
Empirical Wealth Management
Washington
$14.5M +$5.84M +10,841 +67%
CF
512
Clarity Financial
Texas
$14.5M +$13.5M +25,051 +1,351%
KLWA
513
Kelly Lawrence W & Associates
California
$14.4M -$3.11M -5,989 -18%
LWM
514
Lyell Wealth Management
California
$14.4M +$580K +1,077 +4%
OGC
515
Oak Grove Capital
New Hampshire
$14.4M -$3.61M -6,712 -20%
HFS
516
Haverford Financial Services
Pennsylvania
$14.3M -$59.2K -110 -0.4%
BONST
517
Bank of Nova Scotia Trust
Ontario, Canada
$14.3M +$438K +814 +3%
BA
518
Bristlecone Advisors
Washington
$14.3M -$1.02M -1,900 -7%
CCM
519
Copeland Capital Management
Pennsylvania
$14.2M +$5.16M +9,587 +57%
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
$14.1M -$39.3K -73 -0.3%
QIM
521
Quantitative Investment Management
Virginia
$14M +$14M +26,088 New
FMC
522
First Merchants Corp
Indiana
$14M +$173K +321 +1%
MCM
523
Mengis Capital Management
Oregon
$14M -$74.8K -139 -0.5%
BCM
524
Becker Capital Management
Oregon
$13.9M +$1.12M +2,074 +9%
HFRG
525
Houlihan Financial Resource Group
Virginia
$13.9M +$13.2M +25,986 +1,931%