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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 %
TWA
1126
TCI Wealth Advisors
Arizona
$3.19M +$6.46K +12 +0.2%
SAM
1127
Silphium Asset Management
United Kingdom
$3.19M
TGAM
1128
TBH Global Asset Management
Tennessee
$3.18M +$288K +534 +10%
PWP
1129
Principle Wealth Partners
Connecticut
$3.18M +$26.9K +50 +0.9%
TNA
1130
True North Advisors
Texas
$3.17M +$448K +832 +16%
MWM
1131
Madison Wealth Management
Ohio
$3.17M +$42.5K +79 +1%
FFA
1132
Fairfield Financial Advisors
Massachusetts
$3.17M -$497K -924 -14%
APP
1133
Avantax Planning Partners
Iowa
$3.16M -$60.8K -113 -2%
RBC
1134
Romano Brothers & Co
Illinois
$3.15M -$160K -297 -5%
WCM
1135
Wisconsin Capital Management
Wisconsin
$3.15M
PFA
1136
Pure Financial Advisors
California
$3.14M +$43.6K +81 +1%
PHIC
1137
Pine Haven Investment Counsel
Massachusetts
$3.14M -$49.5K -92 -2%
WCFA
1138
Walkner Condon Financial Advisors
Wisconsin
$3.14M +$2.85M +5,290 +1,013%
PCM
1139
Parsons Capital Management
Rhode Island
$3.13M +$28.5K +53 +0.9%
EHWM
1140
Eads & Heald Wealth Management
Georgia
$3.13M -$181K -336 -5%
UBG
1141
United Bank (Georgia)
Georgia
$3.12M -$68.4K -127 -2%
TCM
1142
Teza Capital Management
Illinois
$3.11M +$2.35M +4,373 +311%
FMAEN1
1143
Fund Management at Engine No 1
California
$3.11M +$211K +392 +7%
RWA
1144
Roberts Wealth Advisors
California
$3.11M -$150K -278 -5%
CAM
1145
Covenant Asset Management
New Jersey
$3.1M -$261K -485 -8%
CWP
1146
Cyndeo Wealth Partners
Florida
$3.09M -$138K -257 -4%
AP
1147
Americana Partners
Texas
$3.08M -$1.11M -2,064 -27%
SW
1148
StrongBox Wealth
Missouri
$3.08M +$56.5K +105 +2%
STA
1149
Summit Trail Advisors
New York
$3.08M +$857K +1,592 +39%
KAM
1150
Knightsbridge Asset Management
California
$3.07M -$3.01M -5,594 -50%