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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 %
GW
751
GW & Wade
Massachusetts
$7.32M -$235K -436 -3%
EH
752
Equitable Holdings
New York
$7.32M +$2.39M +4,434 +48%
KC
753
Kingfisher Capital
North Carolina
$7.3M -$132K -246 -2%
RAM
754
RWC Asset Management
United Kingdom
$7.29M -$23.8M -44,156 -77%
RBA
755
Richard Bernstein Advisors
New York
$7.28M
SFS
756
Sowell Financial Services
Arkansas
$7.28M +$848K +1,575 +13%
IAM
757
Innovis Asset Management
Illinois
$7.22M -$128K -237 -2%
TWM
758
TLW Wealth Management
Florida
$7.2M -$51.1K -95 -0.7%
GGI
759
GPM Growth Investors
Michigan
$7.19M -$12.4K -23 -0.2%
SCA
760
Stokes Capital Advisors
South Carolina
$7.15M +$39.3K +73 +0.6%
GVAG
761
Great Valley Advisor Group
Delaware
$7.14M +$45.2K +84 +0.6%
DAS
762
Dynamic Advisor Solutions
Arizona
$7.14M -$566K -1,051 -7%
GCL
763
Gouws Capital LLC
North Carolina
$7.11M +$64.1K +119 +0.9%
HWAM
764
Hennion & Walsh Asset Management
New Jersey
$7.04M -$1.58M -2,937 -18%
TCM
765
Twin Capital Management
Pennsylvania
$7.02M +$805K +1,496 +13%
GBA
766
Garrison Bradford & Associates
New York
$7.01M +$538 +1 +0%
Fayez Sarofim & Co
767
Fayez Sarofim & Co
Texas
$7.01M +$71.6K +133 +1%
AIMCA
768
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7M
BBL
769
Beck Bode LLC
Massachusetts
$6.99M +$5.77M +10,745 +474%
SW
770
SlateStone Wealth
Florida
$6.92M -$103K -192 -1%
DSC
771
Duncker Streett & Co
Missouri
$6.92M +$14K +26 +0.2%
TCA
772
Trifecta Capital Advisors
Illinois
$6.91M +$234K +435 +4%
IA
773
IFP Advisors
Florida
$6.88M +$3.23K +6 +0%
1SB
774
1ST Source Bank
Indiana
$6.84M -$95.8K -178 -1%
BIM
775
Bridges Investment Management
Nebraska
$6.82M -$843K -1,565 -11%