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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 %
SAG
1251
SageView Advisory Group
California
$2.59M +$331K +615 +15%
AC
1252
AlphaCore Capital
California
$2.56M +$208K +386 +9%
FWP
1253
FAS Wealth Partners
Kansas
$2.56M +$203K +378 +9%
FWM
1254
Forefront Wealth Management
Pennsylvania
$2.56M -$19.4K -36 -0.8%
PA
1255
Paragon Advisors
Texas
$2.56M -$37.1K -69 -1%
SC
1256
Scholtz & Company
Connecticut
$2.56M +$546K +1,014 +27%
NL
1257
NVWM LLC
Pennsylvania
$2.54M +$26.9K +50 +1%
CA
1258
Continuum Advisory
Idaho
$2.53M +$77K +143 +3%
DAM
1259
Deltec Asset Management
New York
$2.53M +$108K +200 +4%
FA
1260
FDx Advisors
Illinois
$2.52M +$1.25M +2,330 +99%
CAWM
1261
Capital Advisors Wealth Management
Washington
$2.52M +$348K +647 +16%
Connor, Clark & Lunn Investment Management (CC&L)
1262
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.51M -$63.4M -117,784 -96%
OSNBOA
1263
Old Second National Bank of Aurora
Illinois
$2.5M -$48.5K -90 -2%
DWM
1264
Darwin Wealth Management
Florida
$2.5M +$491K +927 +24%
JWCA
1265
J.W. Cole Advisors
Florida
$2.5M -$973K -1,808 -28%
GIM
1266
Grassi Investment Management
California
$2.5M -$177K -329 -7%
AF
1267
Advisornet Financial
Minnesota
$2.5M +$184K +342 +8%
RWA
1268
River Wealth Advisors
Pennsylvania
$2.49M +$229K +426 +10%
SSWM
1269
Sheets Smith Wealth Management
North Carolina
$2.48M +$10.2K +19 +0.4%
BTI
1270
Blue Trust Inc
Georgia
$2.48M -$414K -833 -14%
SFG
1271
Snider Financial Group
Washington
$2.47M +$1.3M +2,417 +111%
HCM
1272
Highview Capital Management
Illinois
$2.47M +$85.1K +158 +4%
EWM
1273
Elmwood Wealth Management
California
$2.46M -$333K -618 -12%
IB
1274
Intrust Bank
Kansas
$2.46M -$10.2K -19 -0.4%
BAM
1275
Belpointe Asset Management
Nevada
$2.45M -$4.38M -8,132 -64%