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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 %
ANHIM
801
Alan N. Hoffman Investment Management
Massachusetts
$6.47M +$43.6K +81 +0.7%
PBF
802
Petix & Botte Financial
California
$6.41M +$3.21M +5,955 +100%
VIM
803
Vinva Investment Management
Australia
$6.4M +$1.05M +1,974 +20%
B
804
Bensler
Washington
$6.39M -$136K -253 -2%
WPP
805
Whalerock Point Partners
Rhode Island
$6.35M +$24.2K +45 +0.4%
NP
806
Nilsine Partners
Colorado
$6.34M +$96.4K +179 +2%
KWMG
807
King Wealth Management Group
Florida
$6.33M +$268K +498 +4%
FAIM
808
Financial Advocates Investment Management
Washington
$6.32M +$36.6K +68 +0.6%
BA
809
Baugh & Associates
Georgia
$6.32M +$106K +196 +2%
ATPW
810
Ashton Thomas Private Wealth
Arizona
$6.26M +$202K +375 +3%
TI
811
Trexquant Investment
Connecticut
$6.24M +$6.24M +11,590 New
GI
812
GAMCO Investors
Connecticut
$6.24M +$15.1K +28 +0.2%
RMCM
813
Reynders McVeigh Capital Management
Massachusetts
$6.22M +$66.2K +123 +1%
MFG
814
Merit Financial Group
Georgia
$6.21M -$526K -977 -8%
FTDI
815
First Trust Direct Indexing
Massachusetts
$6.17M -$91.5K -170 -1%
OIA
816
OneDigital Investment Advisors
Kansas
$6.17M -$276K -513 -4%
GAB
817
German American Bancorp
Indiana
$6.17M +$47.9K +89 +0.8%
KTM
818
Keeler Thomas Management
Utah
$6.13M -$427K -794 -7%
WB
819
WesBanco Bank
West Virginia
$6.12M -$179K -333 -3%
CWA
820
Clarity Wealth Advisors
California
$6.12M +$149K +276 +2%
UF
821
Univest Financial
Pennsylvania
$6.12M -$482K -895 -7%
NSIM
822
North Star Investment Management
Illinois
$6.12M -$26.9K -50 -0.4%
TCM
823
Telos Capital Management
California
$6.1M +$1.87M +3,474 +44%
S
824
SignatureFD
Georgia
$6.1M +$268K +497 +5%
CAM
825
Cypress Asset Management
Texas
$6.06M +$274K +503 +5%