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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 %
GWM
1201
Graybill Wealth Management
Illinois
$2.87M -$17.8K -33 -0.6%
BFW
1202
Brady Family Wealth
Missouri
$2.86M +$46.8K +87 +2%
ATWA
1203
Arbor Trust Wealth Advisors
Michigan
$2.84M +$54.9K +102 +2%
TCOT
1204
Trust Company of Toledo
Ohio
$2.83M -$32.8K -61 -1%
RCG
1205
Regatta Capital Group
California
$2.83M -$9.15K -17 -0.3%
FMN
1206
Financial Management Network
California
$2.83M +$2.83M +5,228 New
BRG
1207
Bay Rivers Group
Virginia
$2.83M -$63.5K -118 -2%
GRQ
1208
Gardner Russo & Quinn
Pennsylvania
$2.81M +$51.7K +96 +2%
FMB
1209
Field & Main Bank
Kentucky
$2.8M -$43.6K -81 -2%
GD
1210
Grandfield & Dodd
New York
$2.79M +$146K +272 +6%
CAM
1211
Claret Asset Management
Quebec, Canada
$2.79M +$2.15K +4 +0.1%
DWM
1212
Dorchester Wealth Management
Quebec, Canada
$2.78M
SG
1213
Somerset Group
Minnesota
$2.78M -$232K -430 -8%
PP
1214
Patron Partners
Texas
$2.78M -$71.6K -133 -3%
KC
1215
Kenfarb & Co
Kentucky
$2.78M -$13.5K -25 -0.5%
FPF
1216
First Pacific Financial
Washington
$2.77M +$15.1K +28 +0.5%
MOS
1217
MGO One Seven
Ohio
$2.77M -$2.07M -3,851 -43%
BWP
1218
Balboa Wealth Partners
Arizona
$2.77M +$514K +955 +23%
CAM
1219
Centre Asset Management
New York
$2.77M +$80.2K +149 +3%
BDS
1220
Banco de Sabadell
Florida
$2.77M -$102K -190 -4%
RIM
1221
RW Investment Management
Idaho
$2.76M +$4.85K +9 +0.2%
GAMC
1222
Garner Asset Management Corp
Texas
$2.76M -$583K -1,082 -17%
LOIM
1223
Liberty One Investment Management
Illinois
$2.76M +$114K +212 +4%
PFS
1224
Physicians Financial Services
North Carolina
$2.76M
WANY
1225
Wealthspire Advisors (New York)
New York
$2.74M +$228K +423 +9%