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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 %
RIP
1226
RAM Investment Partners
Washington
$2.74M -$10.2K -19 -0.4%
DT
1227
Diversified Trust
Tennessee
$2.73M -$161K -299 -6%
SS
1228
Sunbelt Securities
Texas
$2.72M +$1.07M +1,988 +65%
SVWAG
1229
Sound View Wealth Advisors Group
Georgia
$2.71M +$57.1K +106 +2%
SG
1230
StoneX Group
New York
$2.7M -$31.2K -58 -1%
SSWM
1231
Strait & Sound Wealth Management
California
$2.69M -$630K -1,171 -19%
HFS
1232
Hantz Financial Services
Michigan
$2.69M +$143K +266 +6%
BBI
1233
Baxter Bros Inc
Connecticut
$2.67M
OCBCO
1234
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.66M +$256K +476 +11%
RA
1235
Rational Advisors
New York
$2.66M +$568K +1,055 +27%
FDS
1236
Freedom Day Solutions
Texas
$2.66M +$23.1K +43 +0.9%
FWM
1237
Forza Wealth Management
Florida
$2.66M +$37.7K +70 +1%
XF
1238
XML Financial
Maryland
$2.66M +$107K +199 +4%
SN
1239
Sittner & Nelson
Oregon
$2.65M +$6.46K +12 +0.2%
SCM
1240
SOL Capital Management
Maryland
$2.65M -$10.8K -20 -0.4%
BFA
1241
Beaumont Financial Advisors
Massachusetts
$2.64M +$36.1K +67 +1%
OAM
1242
Odey Asset Management
United Kingdom
$2.64M +$2.64M +4,897 New
WF
1243
Wayfinding Financial
Washington
$2.64M -$26.5K -47 -1%
IAIM
1244
International Assets Investment Management
Florida
$2.62M -$175K -325 -6%
DPIM
1245
Duff & Phelps Investment Management
Illinois
$2.61M
SAM
1246
S.A. Mason
Michigan
$2.61M
VLKIM
1247
Van Lanschot Kempen Investment Management
Netherlands
$2.61M -$151K -281 -5%
MYLI
1248
Meiji Yasuda Life Insurance
Japan
$2.6M +$220K +409 +9%
AWA
1249
Alta Wealth Advisors
Massachusetts
$2.59M -$17.8K -33 -0.7%
CCM
1250
Condor Capital Management
New Jersey
$2.59M +$4.31K +8 +0.2%