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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 %
SC
1276
Saturna Capital
Washington
$2.45M
CIA
1277
Choate Investment Advisors
Massachusetts
$2.45M +$392K +729 +19%
CTFG
1278
Capstone Triton Financial Group
Oklahoma
$2.44M +$97.4K +181 +4%
CBNLCF
1279
Cognios Beta Neutral Large Cap Fund
Kansas
$2.44M -$284K -527 -10%
PWMAG
1280
Pinnacle Wealth Management Advisory Group
New Jersey
$2.43M +$110K +204 +5%
MFS
1281
Monetta Financial Services
Illinois
$2.42M
NPA
1282
Nichols & Pratt Advisers
Massachusetts
$2.42M +$406K +755 +20%
AWM
1283
Ameliora Wealth Management
Switzerland
$2.42M
PFA
1284
Peak Financial Advisors
Colorado
$2.42M +$517K +961 +27%
GPA
1285
Garrison Point Advisors
California
$2.42M -$28K -52 -1%
FI
1286
Financial Insights
Washington
$2.41M +$45.8K +85 +2%
LB
1287
Leo Brokerage
Texas
$2.4M +$42.5K +79 +2%
CA
1288
CoreCap Advisors
Michigan
$2.4M +$2.4M +4,464 New
OFG
1289
Oxford Financial Group
Indiana
$2.39M +$632K +1,173 +36%
SFO
1290
Stokes Family Office
Louisiana
$2.38M +$45.8K +85 +2%
PAM
1291
Peak Asset Management
Colorado
$2.38M -$13.5K -25 -0.6%
MMG
1292
Monetary Management Group
Missouri
$2.37M -$431K -800 -15%
CAM
1293
Columbia Asset Management
Michigan
$2.37M -$2.15K -4 -0.1%
QI
1294
Qtron Investments
Massachusetts
$2.37M
RIA
1295
Realta Investment Advisors
Delaware
$2.37M -$128K -237 -5%
PMIA
1296
Patrick Mauro Investment Advisor
Illinois
$2.36M -$7.54K -14 -0.3%
OAM
1297
Oak Asset Management
California
$2.36M +$54.9K +102 +2%
GEA
1298
Glen Eagle Advisors
New Jersey
$2.36M +$158K +293 +7%
MCA
1299
Martin Capital Advisors
Texas
$2.36M +$25.8K +48 +1%
DL
1300
DOHJ LLC
Washington
$2.35M +$34.5K +64 +1%