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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 %
RIA
1076
Regal Investment Advisors
Michigan
$3.53M +$155K +287 +5%
WP
1077
WealthSource Partners
California
$3.52M -$93.1K -173 -3%
FHA
1078
Flagship Harbor Advisors
Massachusetts
$3.52M +$36.1K +67 +1%
GT
1079
Glenview Trust
Kentucky
$3.51M +$56K +104 +2%
MWM
1080
Modera Wealth Management
New Jersey
$3.51M +$1.54M +2,853 +78%
RPC
1081
Rossmore Private Capital
Connecticut
$3.5M +$19.9K +37 +0.6%
BIAS
1082
Beacon Investment Advisory Services
New Jersey
$3.49M +$1.19M +2,215 +52%
MIC
1083
MU Investments Company
Japan
$3.48M
CI
1084
Ceera Investments
Texas
$3.48M -$7.54K -14 -0.2%
COI
1085
Connable Office Inc
Michigan
$3.48M +$4.85K +9 +0.1%
CG
1086
Caprock Group
Idaho
$3.48M +$24.2K +45 +0.7%
NHT
1087
New Hampshire Trust
New Hampshire
$3.47M +$34.5K +64 +1%
CWP
1088
CFM Wealth Partners
Texas
$3.47M +$258K +480 +8%
HCM
1089
Highlander Capital Management
New Jersey
$3.47M
EWM
1090
Elite Wealth Management
Washington
$3.46M +$2.65M +4,926 +329%
WHCI
1091
W.H. Cornerstone Investments
Massachusetts
$3.45M +$54.4K +101 +2%
GL
1092
GHE LLC
Tennessee
$3.44M -$3.77K -7 -0.1%
AIM
1093
Alhambra Investment Management
Florida
$3.44M -$16.2K -30 -0.5%
CCM
1094
Cohen Capital Management
California
$3.43M
VAS
1095
Vestmark Advisory Solutions
Massachusetts
$3.42M -$65.7K -122 -2%
LI
1096
Lafayette Investments
Maryland
$3.4M -$2.69K -5 -0.1%
WA
1097
WBH Advisory
Maryland
$3.39M -$20.5K -38 -0.6%
OCM
1098
Orleans Capital Management
Louisiana
$3.39M -$5.38K -10 -0.2%
JF
1099
Jump Financial
Illinois
$3.37M +$1.58M +2,936 +88%
SDWIA
1100
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.37M +$69.5K +129 +2%