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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 %
SCP
1026
Shorepoint Capital Partners
Massachusetts
$3.87M +$233K +433 +6%
EWA
1027
Etesian Wealth Advisors
Oregon
$3.87M -$24.2K -45 -0.6%
SIM
1028
Stratos Investment Management
Ohio
$3.86M +$42K +78 +1%
TPWA
1029
TRUE Private Wealth Advisors
Oregon
$3.85M -$40.4K -75 -1%
BAM
1030
Bellevue Asset Management
Washington
$3.84M -$51.2K -95 -1%
VIA
1031
Vident Investment Advisory
Georgia
$3.84M -$1.67M -3,106 -30%
VMPIC
1032
Varma Mutual Pension Insurance Co
Finland
$3.84M -$586K -1,089 -13%
BCM
1033
Blume Capital Management
California
$3.84M +$272K +506 +8%
MAM
1034
Marketfield Asset Management
New York
$3.84M +$413K +767 +12%
MRCM
1035
M&R Capital Management
New Jersey
$3.84M +$65.1K +121 +2%
TP
1036
Tranquility Partners
Tennessee
$3.83M -$14K -26 -0.4%
FLI
1037
Family Legacy Inc
South Carolina
$3.83M -$11.3K -21 -0.3%
BL
1038
Balentine LLC
Georgia
$3.82M +$725K +1,346 +23%
LM
1039
Lincluden Management
Ontario, Canada
$3.82M +$7.54K +14 +0.2%
AF
1040
Arrow Financial
New York
$3.8M -$654K -1,215 -15%
MCM
1041
McMillion Capital Management
North Carolina
$3.8M -$185K -344 -5%
KAM
1042
Karani Asset Management
New York
$3.8M -$2.69K -5 -0.1%
FB
1043
Fulton Bank
Pennsylvania
$3.8M +$588K +1,092 +18%
BAAM
1044
Baker Avenue Asset Management
California
$3.79M +$31.2K +58 +0.8%
BCV
1045
Banque Cantonale Vaudoise
Switzerland
$3.79M -$980K -1,821 -21%
PVI
1046
Pine Valley Investments
New Jersey
$3.78M +$1.11M +2,071 +42%
OIA
1047
Optimum Investment Advisors
Illinois
$3.78M -$327K -608 -8%
CWM
1048
Calamos Wealth Management
Illinois
$3.78M +$54.9K +102 +1%
FCBT
1049
First Citizens Bank & Trust
North Carolina
$3.75M +$101K +187 +3%
NWM
1050
Northcape Wealth Management
New York
$3.75M +$32.8K +61 +0.9%