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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 %
AMI
851
Amica Mutual Insurance
Rhode Island
$5.62M -$488K -907 -8%
NFG
852
Nations Financial Group
Iowa
$5.61M +$221K +411 +4%
SB
853
Simmons Bank
Arkansas
$5.61M +$172K +320 +3%
MA
854
Mutual Advisors
Nebraska
$5.6M -$576K -1,069 -9%
P
855
Pitcairn
Pennsylvania
$5.59M -$33.4K -62 -0.6%
BFG
856
Bleakley Financial Group
New Jersey
$5.58M -$120K -223 -2%
CK
857
Cohen Klingenstein
New York
$5.55M
SFI
858
Siemens Fonds Invest
Germany
$5.54M +$2.68K +5 +0%
WCM
859
Weik Capital Management
Pennsylvania
$5.54M +$40.4K +75 +0.7%
CI
860
Carroll Investors
South Carolina
$5.53M -$226K -421 -4%
BIM
861
Baldwin Investment Management
Pennsylvania
$5.51M -$172K -320 -3%
MC
862
Maverick Capital
Texas
$5.49M +$5.49M +10,203 New
CCFCSB
863
Cape Cod Five Cents Savings Bank
Massachusetts
$5.49M -$129K -239 -2%
BMO
864
Beck Mack & Oliver
New York
$5.47M
TFS
865
Thoroughbred Financial Services
Tennessee
$5.47M +$163K +302 +3%
WEG
866
World Equity Group
Illinois
$5.46M -$6.7M -12,442 -55%
LSA
867
L & S Advisors
California
$5.46M +$4.98M +9,255 +1,042%
MBT
868
Montecito Bank & Trust
California
$5.44M -$69.5K -129 -1%
HT
869
Headlands Technologies
Illinois
$5.43M +$5.43M +10,088 New
HDIM
870
Hanson & Doremus Investment Management
Vermont
$5.42M +$139K +259 +3%
CGL
871
Clarius Group LLC
Washington
$5.39M +$21K +39 +0.4%
HIC
872
Hartline Investment Corp
Illinois
$5.38M +$96.4K +179 +2%
SC
873
Savant Capital
Illinois
$5.37M +$1.07M +1,979 +25%
HC
874
Hendley & Co
Ohio
$5.37M -$16.2K -30 -0.3%
MWM
875
Meridian Wealth Management
Kentucky
$5.36M -$656K -1,218 -11%