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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 %
WIM
1051
WealthPlan Investment Management
Nebraska
$3.74M -$3.67M -6,906 -50%
FRA
1052
Front Row Advisors
California
$3.73M -$79.1K -147 -2%
WIC
1053
Woodmont Investment Counsel
Tennessee
$3.72M -$71.6K -133 -2%
PCP
1054
Proficio Capital Partners
Massachusetts
$3.71M +$36.1K +67 +1%
KA
1055
Kozak & Associates
Colorado
$3.67M +$137K +254 +4%
LW
1056
Linscomb Wealth
Texas
$3.67M -$122K -226 -3%
MECA
1057
Miller Equity Capital Advisors
Texas
$3.66M
MAM
1058
Morse Asset Management
Connecticut
$3.65M +$19.9K +37 +0.5%
HWM
1059
Hohimer Wealth Management
Washington
$3.65M -$27.5K -51 -0.7%
QC
1060
Quadrature Capital
United Kingdom
$3.64M +$3.64M +6,760 New
CT
1061
Clearstead Trust
Maine
$3.63M -$733K -1,473 -17%
BMC
1062
Benin Management Corp
Connecticut
$3.63M -$5.92K -11 -0.2%
LCM
1063
Leisure Capital Management
California
$3.62M -$106K -196 -3%
EB
1064
Eastern Bank
Massachusetts
$3.62M -$29.6K -55 -0.8%
CUAMC
1065
China Universal Asset Management Company
China
$3.61M -$1.13M -2,101 -24%
PWM
1066
Peterson Wealth Management
Nevada
$3.61M +$1.05M +1,947 +41%
VIA
1067
Vickerman Investment Advisors
Washington
$3.61M -$2.15K -4 -0.1%
PSP
1068
Pacific Sage Partners
Washington
$3.61M +$538 +1 +0%
ECM
1069
Everence Capital Management
Indiana
$3.6M
SLG
1070
Stanley-Laman Group
Pennsylvania
$3.6M -$32.8K -61 -0.9%
DLA
1071
Douglas Lane & Associates
New York
$3.56M +$16.7K +31 +0.5%
BONH
1072
Bank of New Hampshire
New Hampshire
$3.55M -$33.9K -63 -0.9%
BBWA
1073
Bell & Brown Wealth Advisors
California
$3.55M +$37.7K +70 +1%
AWA
1074
Arete Wealth Advisors
Illinois
$3.53M -$850K -1,579 -19%
SOAMC
1075
Spirit of America Management Corp
New York
$3.53M +$53.8K +100 +2%