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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 %
BBA
526
BLB&B Advisors
Pennsylvania
$13.8M +$183K +340 +1%
CIS
527
Connors Investor Services
Pennsylvania
$13.8M +$65.1K +121 +0.5%
MGIM
528
M&G Investment Management
United Kingdom
$13.7M -$705K -1,311 -5%
FWCM
529
Ferguson Wellman Capital Management
Oregon
$13.7M -$149K -276 -1%
MCG
530
McCollum Christoferson Group
New York
$13.7M -$71.1K -132 -0.5%
AAS
531
Annex Advisory Services
Wisconsin
$13.6M +$516K +958 +4%
AssetMark Inc
532
AssetMark Inc
California
$13.6M +$1.97M +3,663 +17%
AI
533
Atria Investments
North Carolina
$13.6M -$324K -602 -2%
PA
534
Profund Advisors
Maryland
$13.6M +$680K +1,263 +5%
ONB
535
Old National Bancorp
Indiana
$13.5M -$1.09M -2,020 -7%
DBG
536
De Burlo Group
Massachusetts
$13.5M
FWTB
537
First Western Trust Bank
Colorado
$13.4M +$486K +902 +4%
API
538
Advisor Partners II
California
$13.4M +$764K +1,420 +6%
WSTAM
539
Wilbanks Smith & Thomas Asset Management
Virginia
$13.4M -$218K -404 -2%
HIMC
540
Heritage Investors Management Corp
Maryland
$13.4M +$544K +1,010 +4%
NAMM
541
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.3M +$142K +264 +1%
RIG
542
Renaissance Investment Group
Massachusetts
$13.3M -$19.4K -36 -0.1%
SC
543
SouthState Corp
Florida
$13.3M -$622K -1,155 -4%
BCM
544
Brasada Capital Management
Texas
$13.2M +$303K +563 +2%
UIM
545
USS Investment Management
United Kingdom
$13.1M
Lazard Asset Management
546
Lazard Asset Management
New York
$13M +$4.32M +8,033 +50%
BPC
547
Banque Pictet & Cie
Switzerland
$12.9M +$7.27M +13,507 +128%
B
548
Bellecapital
Switzerland
$12.9M +$116K +215 +0.9%
BDA
549
Borer Denton & Associates
Pennsylvania
$12.6M -$94.2K -175 -0.7%
PAG
550
Private Advisory Group
Washington
$12.6M -$81.3K -151 -0.6%