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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 %
CCM
701
Conway Capital Management
California
$8.21M +$592K +1,100 +8%
BFG
702
Berger Financial Group
Minnesota
$8.15M -$122K -227 -1%
BCM
703
Brookstone Capital Management
Illinois
$8.14M +$306K +582 +4%
Optiver Holding
704
Optiver Holding
Netherlands
$8.12M +$8.12M +15,081 New
TCOK
705
Trust Company of Kansas
Kansas
$8.07M -$117K -218 -1%
SEEDPG
706
S.E.E.D. Planning Group
New York
$8.05M +$469K +872 +6%
RMC
707
Resources Management Corp
Connecticut
$8.05M +$7.52M +13,960 +1,396%
CPA
708
Capital Planning Advisors
California
$8.03M -$3.77K -7 -0%
ORI
709
Oak Ridge Investments
Illinois
$8.03M -$79.1K -147 -1%
AMCA
710
Arthur M. Cohen & Associates
Illinois
$8.01M -$61.4K -114 -0.8%
GT
711
Greenleaf Trust
Michigan
$8.01M +$99.1K +184 +1%
HFM
712
Hartford Financial Management
Connecticut
$7.9M -$58.1K -108 -0.7%
RSVP
713
Ramsay Stattman Vela & Price
Colorado
$7.9M +$537K +998 +7%
NG
714
NWK Group
California
$7.89M +$3.41M +6,341 +76%
LA
715
LBP AM
France
$7.89M -$7.09M -13,163 -47%
RMAM
716
Raab & Moskowitz Asset Management
New Jersey
$7.87M -$9.15K -17 -0.1%
TF
717
Talbot Financial
Washington
$7.87M +$11.8K +22 +0.2%
RWM
718
RKL Wealth Management
Pennsylvania
$7.85M -$136K -253 -2%
RWM
719
Ritholtz Wealth Management
New York
$7.84M -$159K -295 -2%
SWIG
720
Strategic Wealth Investment Group
Kentucky
$7.81M +$1.04M +1,923 +15%
NW
721
NewEdge Wealth
Pennsylvania
$7.79M +$2.71M +5,026 +53%
AIP
722
Alapocas Investment Partners
Massachusetts
$7.77M +$93.7K +174 +1%
TI
723
Tidal Investments
Wisconsin
$7.77M -$462K -858 -6%
KCM
724
Kanawha Capital Management
Virginia
$7.75M +$81.3K +151 +1%
FFWA
725
FRG Family Wealth Advisors
Washington
$7.73M +$10.2K +19 +0.1%