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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 %
HWA
976
HCR Wealth Advisors
California
$4.32M -$21.5K -40 -0.5%
CHJWM
977
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.29M -$61.3K -111 -1%
CCWM
978
Cassaday & Co Wealth Management
Virginia
$4.28M +$31.2K +58 +0.7%
HCA
979
Harbour Capital Advisors
Virginia
$4.27M -$152K -281 -3%
EWM
980
Executive Wealth Management
Michigan
$4.26M +$466K +866 +12%
SMFG
981
Sumitomo Mitsui Financial Group
Japan
$4.25M +$9.15K +17 +0.2%
FWIA
982
Fort Washington Investment Advisors
Ohio
$4.25M +$538 +1 +0%
Koshinski Asset Management
983
Koshinski Asset Management
Illinois
$4.25M -$277K -515 -6%
AIC
984
Argus Investors Counsel
New York
$4.22M +$46.3K +86 +1%
BFS
985
Bard Financial Services
Connecticut
$4.22M
MSR
986
Main Street Research
Connecticut
$4.22M -$35K -65 -0.8%
MWM
987
Merriman Wealth Management
Washington
$4.21M +$8.08K +15 +0.2%
CWM
988
Concentric Wealth Management
California
$4.2M -$252K -469 -6%
DRS
989
Deane Retirement Strategies
Louisiana
$4.19M +$26.9K +50 +0.6%
DWT
990
Dorsey & Whitney Trust
South Dakota
$4.18M -$190K -353 -4%
TC
991
Tsai Capital
New York
$4.16M -$798K -1,483 -16%
TAM
992
Townsend Asset Management
North Carolina
$4.16M +$84.5K +157 +2%
PI
993
PFG Investments
New York
$4.15M +$56.5K +105 +1%
GAM
994
Gotham Asset Management
New York
$4.15M -$2.81M -5,225 -40%
PGIM
995
Pacific Global Investment Management
California
$4.15M -$33.9K -63 -0.8%
NB
996
Nicolet Bankshares
Wisconsin
$4.15M +$731K +1,631 +21%
WIS
997
Wright Investors Service
Connecticut
$4.13M +$40.4K +75 +1%
TPA
998
Trivium Point Advisory
Connecticut
$4.12M -$96.9K -180 -2%
GWCM
999
Godshalk Welsh Capital Management
Pennsylvania
$4.12M -$31.2K -58 -0.8%
EP
1000
Eudaimonia Partners
Tennessee
$4.09M -$40.9K -76 -1%