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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 %
JSA
576
Jacobson & Schmitt Advisors
Wisconsin
$11.8M -$764K -1,419 -6%
SSB
577
Sandy Spring Bank
Maryland
$11.8M +$226K +419 +2%
RSS
578
Rosenblum Silverman Sutton
California
$11.8M -$345K -640 -3%
NWM
579
Nicola Wealth Management
British Columbia, Canada
$11.7M
NMERB
580
New Mexico Educational Retirement Board
New Mexico
$11.6M +$592K +1,100 +5%
AWM
581
Apollon Wealth Management
South Carolina
$11.6M +$2.71M +5,026 +30%
NSAM
582
North Star Asset Management
Wisconsin
$11.6M +$165K +306 +1%
NIG
583
NFJ Investment Group
Texas
$11.6M
SWA
584
Stratos Wealth Advisors
Ohio
$11.5M +$538K +1,000 +5%
PA
585
PFG Advisors
Arizona
$11.5M +$394K +731 +4%
TRCT
586
Tower Research Capital (TRC)
New York
$11.5M +$4.91M +9,123 +74%
WF
587
WoodTrust Financial
Wisconsin
$11.5M +$99.1K +184 +0.9%
CCA
588
Cobblestone Capital Advisors
New York
$11.5M +$805K +1,496 +8%
NL
589
NWAM LLC
Washington
$11.5M +$709K +1,316 +7%
VI
590
Vestcor Inc
New Brunswick, Canada
$11.5M -$237K -440 -2%
CCMINC
591
Cardinal Capital Management Inc (North Carolina)
North Carolina
$11.4M +$3.77K +7 +0%
NG
592
Northstar Group
New York
$11.4M -$59.8K -111 -0.5%
AIP
593
Ameritas Investment Partners
Nebraska
$11.3M -$181K -337 -2%
GIA
594
GHP Investment Advisors
Colorado
$11.3M +$119K +212 +1%
TF
595
TIAA FSB
Florida
$11.3M +$10.2K +19 +0.1%
CAM
596
Cozad Asset Management
Illinois
$11.2M +$40.9K +76 +0.4%
CFG
597
Citizens Financial Group
Rhode Island
$11.1M -$338K -627 -3%
ANBT
598
American National Bank & Trust
Texas
$11.1M +$695K +1,290 +7%
HIM
599
Harbour Investment Management
Washington
$11.1M -$53.8K -100 -0.5%
SIC
600
Salem Investment Counselors
North Carolina
$11.1M +$799K +1,485 +8%