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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 %
HWM
876
HB Wealth Management
Georgia
$5.35M +$18.8K +35 +0.4%
HCM
877
Howland Capital Management
Massachusetts
$5.35M +$5.38K +10 +0.1%
SW
878
SteelPeak Wealth
California
$5.31M +$237K +440 +5%
SC
879
Sepio Capital
Utah
$5.31M -$70.5K -131 -1%
AT
880
American Trust
Kentucky
$5.3M -$450K -835 -8%
BCA
881
Bray Capital Advisors
Florida
$5.3M -$33.9K -63 -0.6%
GCA
882
Guardian Capital Advisors
Ontario, Canada
$5.3M +$1.14M +2,125 +27%
UH
883
Unigestion Holding
Switzerland
$5.29M -$22.4M -42,195 -81%
EAM
884
Eagle Asset Management
Florida
$5.27M +$690K +1,282 +15%
KJHP
885
K.J. Harrison & Partners
Ontario, Canada
$5.23M +$2.5M +4,655 +91%
GP
886
Greenline Partners
New York
$5.23M -$770K -1,431 -13%
AG
887
AIA Group
Hong Kong
$5.23M +$2.77M +5,139 +112%
LPT
888
Legacy Private Trust
Wisconsin
$5.23M -$190K -352 -3%
RP
889
Rice Partnership
Hawaii
$5.22M -$24.8K -46 -0.5%
EW
890
Evexia Wealth
Wisconsin
$5.2M -$17K -30 -0.3%
LSA
891
Lion Street Advisors
Texas
$5.2M +$45.7K +93 +0.9%
WR
892
WD Rutherford
Oregon
$5.19M -$51.1K -95 -1%
MWA
893
Meridian Wealth Advisors
Texas
$5.19M -$9.69K -18 -0.2%
FFN
894
Focus Financial Network
Minnesota
$5.19M +$173K +321 +3%
PC
895
Pecaut & Co
Iowa
$5.18M -$2.15K -4 -0%
DBT
896
Dubuque Bank & Trust
Iowa
$5.13M -$67.3K -125 -1%
HI
897
HBK Investments
Texas
$5.11M +$5.11M +9,497 New
ADL
898
Asset Dedication LLC
California
$5.11M +$171K +315 +3%
BFPW
899
BOK Financial Private Wealth
Colorado
$5.11M -$771K -1,433 -13%
PBC
900
Pavion Blue Capital
California
$5.08M -$8.61K -16 -0.2%