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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 %
MWM
776
Moran Wealth Management
Florida
$6.81M +$34.5K +64 +0.5%
PCM
777
Palisade Capital Management
New Jersey
$6.79M -$85.6K -159 -1%
HW
778
Hancock Whitney
Mississippi
$6.79M -$254K -471 -4%
MA
779
Montag & Associates
Georgia
$6.78M +$77K +143 +1%
Walleye Trading
780
Walleye Trading
New York
$6.77M +$6.77M +12,581 New
TTWM
781
TCV Trust & Wealth Management
Virginia
$6.77M -$12.9K -24 -0.2%
OPCM
782
Osborne Partners Capital Management
California
$6.75M
KA
783
Kercheville Advisors
Texas
$6.75M +$8.08K +15 +0.1%
SWM
784
SeaCrest Wealth Management
New York
$6.72M +$110K +205 +2%
BB
785
Busey Bank
Illinois
$6.72M +$614K +1,140 +10%
BL
786
BFSG LLC
California
$6.71M -$741K -1,377 -10%
VCM
787
Vision Capital Management
Oregon
$6.68M -$82.9K -154 -1%
NA
788
Navellier & Associates
Nevada
$6.68M -$54.9K -102 -0.8%
PF
789
Phoenix Financial
Israel
$6.65M +$3.58M +6,662 +117%
CCB
790
Country Club Bank
Missouri
$6.62M -$121K -227 -2%
MCM
791
Mitchell Capital Management
Kansas
$6.59M -$236K -438 -3%
AMM
792
American Money Management
California
$6.58M +$12.9K +24 +0.2%
ECM
793
ExodusPoint Capital Management
New York
$6.58M +$5.85M +10,864 +805%
Fidelity International
794
Fidelity International
Bermuda
$6.56M -$661K -1,227 -9%
MA
795
McBroom & Associates
Nevada
$6.56M +$306K +568 +5%
SIAP
796
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.55M -$67.8K -126 -1%
NCM
797
Nelson Capital Management
California
$6.54M -$124K -230 -2%
BCPWM
798
Bradley & Co Private Wealth Management
Florida
$6.5M +$119K +221 +2%
GRP
799
Global Retirement Partners
California
$6.49M -$69.5K -129 -1%
GIM
800
Goelzer Investment Management
Indiana
$6.48M -$1.74M -3,240 -21%