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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 %
AA
601
Ancora Advisors
Ohio
$11.1M -$259K -482 -2%
FFP
602
FourThought Financial Partners
Florida
$11M -$28.5K -53 -0.3%
MFWM
603
Motley Fool Wealth Management
Virginia
$10.9M -$130K -242 -1%
CA
604
Clearstead Advisors
Ohio
$10.9M +$335K +623 +3%
DI
605
DFPG Investments
Utah
$10.9M +$2.1M +3,786 +24%
GIP
606
Granite Investment Partners
California
$10.8M -$3.77K -7 -0%
TSS
607
Thomas Story & Son
Indiana
$10.8M -$9.15K -17 -0.1%
QCM
608
Quantinno Capital Management
New York
$10.7M +$5.94M +11,025 +124%
Wolverine Trading
609
Wolverine Trading
Illinois
$10.7M +$5.88M +11,056 +122%
TAM
610
Tocqueville Asset Management
New York
$10.7M -$150K -278 -1%
BCAM
611
Boston Common Asset Management
Massachusetts
$10.7M +$1.33M +2,477 +14%
CCM
612
Coldstream Capital Management
Washington
$10.6M -$194K -360 -2%
AC
613
Addenda Capital
Quebec, Canada
$10.5M -$572K -1,063 -5%
CA
614
Cullinan Associates
Kentucky
$10.5M -$918K -1,705 -8%
HWM
615
HFR Wealth Management
New York
$10.5M +$33.4K +62 +0.3%
M
616
MOTCO
Texas
$10.5M -$10.8K -20 -0.1%
JAFL
617
Jay A. Fishman Ltd
Michigan
$10.4M -$708K -1,315 -6%
WAM
618
Weiss Asset Management
Massachusetts
$10.4M +$2.93M +5,450 +39%
ERWM
619
Elk River Wealth Management
Colorado
$10.4M -$162K -301 -2%
MLICM
620
Metropolitan Life Insurance Company (MetLife)
New York
$10.4M -$280K -520 -3%
AP
621
Appleton Partners
Massachusetts
$10.4M -$24.2K -45 -0.2%
RJT
622
Raymond James Trust
Florida
$10.4M -$179K -332 -2%
PIM
623
Progressive Investment Management
Oregon
$10.3M -$452K -839 -4%
SWM
624
Segment Wealth Management
Texas
$10.2M -$115K -213 -1%
TAM
625
Thematics Asset Management
France
$10.2M