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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 %
GLR
951
Great Lakes Retirement
Ohio
$4.57M +$59.8K +111 +1%
HR
952
Howe & Rusling
New York
$4.56M -$23.7K -44 -0.5%
AWM
953
Angeles Wealth Management
California
$4.56M -$173K -321 -4%
LFAS
954
Level Four Advisory Services
Texas
$4.55M +$17.8K +33 +0.4%
DAM
955
Diamant Asset Management
Connecticut
$4.55M -$16.2K -30 -0.4%
FG
956
Fiduciary Group
Georgia
$4.54M +$22.6K +42 +0.5%
MPIA
957
Mountain Pacific Investment Advisers
Idaho
$4.54M -$100K -186 -2%
NSEDCP
958
NJ State Employees Deferred Compensation Plan
New Jersey
$4.52M
SGM
959
Skye Global Management
Florida
$4.52M +$1.16M +2,160 +35%
GWSG
960
GPS Wealth Strategies Group
Colorado
$4.51M -$54.4K -101 -1%
SIA
961
Schechter Investment Advisors
Michigan
$4.49M +$19.4K +36 +0.4%
GWM
962
Geneos Wealth Management
Colorado
$4.49M -$364K -676 -8%
SCA
963
Sage Capital Advisors
South Dakota
$4.45M +$397K +738 +10%
SFS
964
Stiles Financial Services
Minnesota
$4.45M -$17.8K -33 -0.4%
GLA
965
Good Life Advisors
Pennsylvania
$4.43M -$130K -241 -3%
BP
966
Ballentine Partners
Massachusetts
$4.41M -$149K -277 -3%
WCA
967
Westover Capital Advisors
Delaware
$4.41M -$116K -215 -3%
LSPW
968
Lake Street Private Wealth
Illinois
$4.4M +$38.2K +71 +0.9%
CIA
969
Capital Investment Advisors
Georgia
$4.38M -$3.08M -5,726 -41%
BOS
970
Bank of Stockton
California
$4.38M +$16.2K +30 +0.4%
PJSIMP
971
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.37M -$37.9K -67 -0.9%
EWA
972
EverSource Wealth Advisors
Alabama
$4.36M +$2.9M +5,388 +198%
HCM
973
Hall Capital Management
Rhode Island
$4.34M +$95.3K +177 +2%
EBT
974
Enterprise Bank & Trust
Massachusetts
$4.33M -$90.4K -168 -2%
ST
975
Somerset Trust
Pennsylvania
$4.32M -$128K -237 -3%