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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 %
BC
651
Brookfield Corp
Ontario, Canada
$9.48M +$8.4M +15,597 +776%
CIP
652
Chartwell Investment Partners
Pennsylvania
$9.46M -$1.04M -1,927 -10%
IWC
653
Integrated Wealth Concepts
Massachusetts
$9.39M +$1.53M +2,843 +19%
DDC
654
DF Dent & Co
Maryland
$9.37M -$92.1K -171 -1%
TBA
655
Tower Bridge Advisors
Pennsylvania
$9.36M -$1.09M -2,017 -10%
MCWS
656
McKinley Carter Wealth Services
West Virginia
$9.35M -$101K -188 -1%
SCM
657
Silvant Capital Management
Georgia
$9.3M +$333K +619 +4%
LCM
658
Liberty Capital Management
Michigan
$9.28M -$4.31K -8 -0%
RCM
659
RB Capital Management
Nevada
$9.26M +$42.5K +79 +0.5%
WAM
660
Wilsey Asset Management
California
$9.25M
DC
661
Defender Capital
North Carolina
$9.22M +$272K +505 +3%
AF
662
Allworth Financial
California
$9.22M +$954K +1,772 +12%
WDA
663
Wendell David Associates
New Hampshire
$9.21M +$203K +377 +2%
MCM
664
McKinley Capital Management
Alaska
$9.16M -$908K -1,687 -9%
BSW
665
Buckingham Strategic Wealth
Missouri
$9.15M +$2.98M +5,534 +48%
PIM
666
Penobscot Investment Management
Massachusetts
$9.13M +$22.6K +42 +0.2%
V
667
Veritable
Delaware
$9.13M -$179K -332 -2%
ATN
668
AMF Tjänstepension
Sweden
$9.13M +$9.13M +16,950 New
OAM
669
Oppenheimer Asset Management
New York
$9M -$928K -1,724 -9%
PIA
670
Petredis Investment Advisors
Pennsylvania
$8.93M -$19.9K -37 -0.2%
IIM
671
Ipswich Investment Management
Massachusetts
$8.93M -$64.6K -120 -0.7%
HCM
672
Hutner Capital Management
Vermont
$8.9M -$96.4K -179 -1%
PCOC
673
Power Corp of Canada
Canada
$8.9M
NCM
674
Narwhal Capital Management
Georgia
$8.89M -$239K -444 -3%
SC
675
Slow Capital
California
$8.89M -$70.5K -131 -0.8%