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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 %
WWM
676
Western Wealth Management
Colorado
$8.85M +$227K +422 +3%
SCA
677
Snowden Capital Advisors
New York
$8.83M +$427K +794 +5%
SI
678
Stephens Inc
Arkansas
$8.81M +$72.7K +135 +0.8%
SPC
679
Sigma Planning Corp
Michigan
$8.79M -$1.04M -1,927 -11%
KHLMVGHM
680
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.79M
ETC
681
Exchange Traded Concepts
Oklahoma
$8.78M -$1.03M -1,912 -10%
RC
682
Roundview Capital
New Jersey
$8.77M +$58.1K +108 +0.7%
HZ
683
Hixon Zuercher
Ohio
$8.75M +$166K +309 +2%
CIM
684
Chapman Investment Management
California
$8.67M -$142K -263 -2%
MCM
685
Mattern Capital Management
Colorado
$8.62M +$203K +377 +2%
LNWWM
686
Laird Norton Wetherby Wealth Management
California
$8.61M -$33.9K -63 -0.4%
KRSITF
687
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.57M +$70.5K +131 +0.8%
UC
688
Unio Capital
New Jersey
$8.56M -$150K -279 -2%
BJL
689
Brighton Jones LLC
Washington
$8.49M +$370K +687 +5%
HPWA
690
Hall Private Wealth Advisors
North Carolina
$8.47M +$6.76M +12,551 +395%
FFA
691
First Foundation Advisors
California
$8.45M -$307K -570 -4%
LGG
692
Luts & Greenleigh Group
Maryland
$8.43M -$78.6K -146 -0.9%
SIC
693
Sigma Investment Counselors
Michigan
$8.42M +$63.5K +118 +0.8%
LMKC
694
L.M. Kohn & Company
Ohio
$8.37M +$383K +711 +5%
WC
695
Whitney & Co
New York
$8.35M +$116K +216 +1%
SF
696
Summit Financial
New Jersey
$8.34M +$5.98M +11,109 +253%
MGP
697
Metis Global Partners
California
$8.34M -$405K -752 -5%
First Manhattan
698
First Manhattan
New York
$8.27M -$166K -309 -2%
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$8.23M -$107K -198 -1%
NEI
700
Northwest & Ethical Investments
Ontario, Canada
$8.22M