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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 %
BW
1301
Bison Wealth
Georgia
$2.35M +$689K +1,280 +42%
ANTB
1302
AMG National Trust Bank
Colorado
$2.35M +$1.08K +2 +0%
CWMU
1303
Caliber Wealth Management (Utah)
Utah
$2.34M +$44.2K +82 +2%
MIA
1304
MMBG Investment Advisors
Florida
$2.34M +$693K +1,300 +42%
KTC
1305
Kistler-Tiffany Companies
Pennsylvania
$2.33M -$2.69K -5 -0.1%
ACS
1306
Archford Capital Strategies
Illinois
$2.32M +$292K +517 +14%
BG
1307
Benedetti & Gucer
Georgia
$2.32M +$538 +1 +0%
FFM
1308
Forum Financial Management
Illinois
$2.31M -$1.02M -1,899 -31%
AWS
1309
AJ Wealth Strategies
New York
$2.31M +$21.5K +40 +0.9%
IRAG
1310
Investment Research & Advisory Group
Georgia
$2.31M -$56K -104 -2%
JWM
1311
JGP Wealth Management
Oregon
$2.31M +$52.8K +98 +2%
HCCM
1312
Hudson Canyon Capital Management
New York
$2.31M -$73.2K -136 -3%
MCP
1313
Mirador Capital Partners
California
$2.3M -$3.23K -6 -0.1%
CIAS
1314
Capital Investment Advisory Services
North Carolina
$2.3M -$89.9K -167 -4%
WP
1315
WealthSpring Partners
California
$2.3M +$731K +1,358 +47%
WA
1316
Wambolt & Associates
Colorado
$2.29M +$202K +375 +10%
LWM
1317
Laidlaw Wealth Management
New York
$2.29M -$144K -267 -6%
GWM
1318
GSB Wealth Management
Connecticut
$2.29M +$183K +340 +9%
FBT
1319
First Bank & Trust
South Dakota
$2.27M +$295K +548 +15%
WMC
1320
Westwood Management Corporation
Illinois
$2.26M -$377K -700 -14%
T
1321
TCWP
Ohio
$2.26M -$40.4K -75 -2%
BFM
1322
Boothbay Fund Management
New York
$2.26M +$1.26M +2,342 +126%
PCG
1323
Prosperity Consulting Group
Maryland
$2.25M -$49K -91 -2%
CW
1324
CIC Wealth
Maryland
$2.25M -$77K -143 -3%
SAIG
1325
Semper Augustus Investments Group
Colorado
$2.25M -$52.2K -97 -2%