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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 %
BFC
826
Blue Fin Capital
Rhode Island
$6.05M +$11.3K +21 +0.2%
CCM
827
Carderock Capital Management
Maryland
$6.04M +$117K +217 +2%
SCM
828
Sitrin Capital Management
California
$6M +$42.5K +79 +0.7%
FPFS
829
First Personal Financial Services
North Carolina
$5.97M -$4.85K -9 -0.1%
BWM
830
Buckley Wealth Management
Nevada
$5.95M +$602K +1,118 +11%
LT
831
Legacy Trust
Michigan
$5.94M -$65.1K -121 -1%
SIC
832
SFE Investment Counsel
California
$5.93M +$137K +255 +2%
NF
833
Nikulski Financial
Iowa
$5.9M +$92.1K +171 +2%
FWC
834
First Washington Corp
Washington
$5.9M
SS
835
Simplicity Solutions
Minnesota
$5.87M -$2.78M -5,159 -32%
AFA
836
Arlington Financial Advisors
California
$5.84M -$31.2K -58 -0.5%
VVP
837
Venture Visionary Partners
Ohio
$5.83M -$3.23K -6 -0.1%
MVA
838
Mount Vernon Associates
Maryland
$5.82M -$48.5K -90 -0.8%
PWS
839
Peterson Wealth Services
Utah
$5.81M +$181K +337 +3%
KC
840
Knuff & Co
California
$5.81M -$82.4K -153 -1%
RI
841
Redwood Investments
Massachusetts
$5.78M -$2.2M -4,095 -28%
BAM
842
Bell Asset Management
Australia
$5.78M -$940K -1,746 -14%
BWL
843
Bogart Wealth LLC
Virginia
$5.74M +$168K +312 +3%
USAA
844
United Services Automobile Association
Texas
$5.73M +$5.73M +10,651 New
TYCC
845
Texas Yale Capital Corp
Florida
$5.72M -$18.8K -35 -0.3%
PTC
846
Private Trust Company
Ohio
$5.71M +$98K +182 +2%
HCM
847
Hollencrest Capital Management
California
$5.68M +$74.3K +138 +1%
AG
848
Ascent Group
Virginia
$5.67M -$508K -913 -8%
RDWM
849
Red Door Wealth Management
Tennessee
$5.64M +$376K +698 +7%
CCC
850
Chelsea Counsel Company
California
$5.63M -$110K -205 -2%