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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 %
ICG
1151
InterOcean Capital Group
Tennessee
$3.07M +$193K +358 +7%
IIA
1152
ICW Investment Advisors
Arizona
$3.07M +$40.4K +75 +1%
MWM
1153
Mattern Wealth Management
Kansas
$3.07M +$303K +562 +11%
MPPLM
1154
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.06M +$768K +1,426 +33%
TRIA
1155
Trail Ridge Investment Advisors
Colorado
$3.06M -$22.1K -41 -0.7%
CAG
1156
Csenge Advisory Group
Florida
$3.05M +$180K +334 +6%
PGWM
1157
Parisi Gray Wealth Management
New Jersey
$3.05M +$1.15M +2,307 +60%
EFM
1158
Eley Financial Management
Vermont
$3.04M +$5.92K +11 +0.2%
CAC
1159
Certified Advisory Corp
Florida
$3.04M -$316K -586 -9%
NAM
1160
NTV Asset Management
West Virginia
$3.04M +$3.04M +5,639 New
Verition Fund Management
1161
Verition Fund Management
Connecticut
$3.03M +$1.26M +2,332 +71%
CCP
1162
Clarkston Capital Partners
Michigan
$3.02M +$108K +200 +4%
PVH
1163
Psagot Value Holdings
Israel
$3.02M -$1.13M -2,125 -27%
SF
1164
Symphony Financial
Texas
$3.02M -$232K -436 -7%
DCM
1165
Decatur Capital Management
Georgia
$3.01M -$36.1K -67 -1%
NG
1166
NatWest Group
United Kingdom
$3.01M -$1.03M -1,913 -26%
KHLMTHM
1167
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.99M
SBIA
1168
Sheaff Brock Investment Advisors
Indiana
$2.99M +$857K +1,592 +40%
JWM
1169
Jessup Wealth Management
Ohio
$2.99M +$346K +643 +13%
CCIA
1170
Cherry Creek Investment Advisors
Colorado
$2.99M +$396K +735 +15%
TCPG
1171
Trivant Custom Portfolio Group
California
$2.98M +$29.6K +55 +1%
DA
1172
Dillon & Associates
Michigan
$2.98M +$2.12M +3,943 +247%
IPW
1173
Inlet Private Wealth
Florida
$2.98M +$9.69K +18 +0.3%
ACA
1174
Atlas Capital Advisors
Wyoming
$2.98M +$236K +438 +9%
MCCP
1175
Mission Creek Capital Partners
California
$2.98M +$19.9K +37 +0.7%