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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 %
CCM
926
Consolidated Capital Management
California
$4.86M -$61.4K -114 -1%
OHWP
927
Oak Harbor Wealth Partners
North Carolina
$4.86M +$538 +1 +0%
TA
928
TFG Advisers
Michigan
$4.86M +$63.1K +117 +1%
WAM
929
Wolverine Asset Management
Illinois
$4.85M +$2.47M +4,593 +104%
AAM
930
Auxier Asset Management
Oregon
$4.84M -$1.62K -3 -0%
SVCP
931
Silicon Valley Capital Partners
California
$4.81M +$345K +641 +8%
CWM
932
Chronos Wealth Management
Florida
$4.79M -$50.6K -94 -1%
OCM
933
One Capital Management
California
$4.79M -$426K -792 -8%
HBT
934
Hills Bank & Trust
Iowa
$4.78M +$14.5K +27 +0.3%
CGIM
935
Capital Group Investment Management
Singapore
$4.76M +$67.8K +126 +1%
SGI
936
Summit Global Investments
Utah
$4.75M +$221K +411 +5%
WAC
937
William Allan Corp
Colorado
$4.74M -$177K -328 -4%
GAM
938
Griffin Asset Management
New York
$4.72M -$40.4K -75 -0.8%
CCG
939
Cypress Capital Group
Florida
$4.71M -$618K -1,148 -12%
CT
940
Coastline Trust
Rhode Island
$4.71M +$2.15K +4 +0%
AWM
941
Axxcess Wealth Management
California
$4.7M -$818K -1,520 -15%
MNBTD
942
Moody National Bank Trust Division
Texas
$4.67M +$38.2K +71 +0.8%
SLI
943
Sumitomo Life Insurance
Japan
$4.64M -$618K -1,147 -12%
IFWM
944
Institute for Wealth Management
Colorado
$4.63M -$5.92K -11 -0.1%
BSA
945
Bull Street Advisors
Georgia
$4.62M -$24.8K -46 -0.5%
ZCI
946
Zevenbergen Capital Investments
Washington
$4.61M +$8.61K +16 +0.2%
CC
947
Courier Capital
New York
$4.61M -$169K -314 -4%
FIB
948
First Interstate Bank
Montana
$4.61M -$138K -256 -3%
GFA
949
Gifford Fong Associates
California
$4.59M
CCA
950
Checchi Capital Advisers
California
$4.58M +$47.9K +89 +1%