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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 %
BWA
1326
Blodgett Wealth Advisors
California
$2.24M +$538 +1 +0%
MIM
1327
MTM Investment Management
South Carolina
$2.24M
KWS
1328
Keystone Wealth Services
California
$2.23M +$33.4K +62 +2%
IAS
1329
Insigneo Advisory Services
Florida
$2.23M +$306K +569 +16%
MWA
1330
Moser Wealth Advisors
Washington
$2.23M +$2.23M +4,145 New
ACM
1331
AlphaStar Capital Management
North Carolina
$2.23M -$18.3K -34 -0.8%
HS
1332
Horan Securities
United States
$2.22M +$498K +924 +29%
AIIMS
1333
Analyst IMS Investment Management Services
Israel
$2.22M +$532 +1 +0%
EWM
1334
EPG Wealth Management
Georgia
$2.2M +$116K +216 +6%
XSC
1335
X-Square Capital
Puerto Rico
$2.2M -$27.5K -51 -1%
AB
1336
Atlas Brown
Kentucky
$2.2M -$170K -315 -7%
BCM
1337
BlueCrest Capital Management
Jersey
$2.2M +$2.2M +4,086 New
BMC
1338
Beaton Management Company
Massachusetts
$2.2M
GC
1339
Garde Capital
Washington
$2.2M
SIG
1340
Sargent Investment Group
Maryland
$2.19M -$17.2K -32 -0.8%
BIM
1341
Bullseye Investment Management
Ohio
$2.19M +$84.5K +157 +4%
AI
1342
Accredited Investors
Minnesota
$2.19M +$1.08K +2 +0%
SHGA
1343
Sand Hill Global Advisors
California
$2.19M -$24.2K -45 -1%
ACM
1344
Alpha Capital Management
Texas
$2.18M
EFM
1345
E Fund Management
China
$2.18M -$391K -726 -15%
SSWM
1346
Smith Salley Wealth Management
North Carolina
$2.18M -$31.8K -59 -1%
CWM
1347
Cordatus Wealth Management
Pennsylvania
$2.18M +$1.57M +2,917 +259%
VLC
1348
Van Leeuwen & Company
New Jersey
$2.17M -$9.2K -17 -0.4%
CPIG
1349
Chicago Partners Investment Group
Illinois
$2.17M +$3.31K +6 +0.2%
NHC
1350
Nicholas Hoffman & Company
Georgia
$2.16M -$52.2K -97 -2%