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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 %
AWM
1376
Aries Wealth Management
Maine
$2.07M -$15.1K -28 -0.7%
ACM
1377
Ardent Capital Management
Ohio
$2.07M -$15.1K -28 -0.7%
CB
1378
Cadence Bank
Mississippi
$2.07M -$24.2K -45 -1%
AAM
1379
Ascension Asset Management
New York
$2.06M +$2.06M +3,825 New
SA
1380
Strategic Advisors
New York
$2.06M -$63.5K -118 -3%
AGC
1381
Aspen Grove Capital
Colorado
$2.05M +$156K +290 +8%
RI
1382
Rinkey Investments
California
$2.05M -$4.62M -8,575 -69%
WAM
1383
Werlinich Asset Management
Connecticut
$2.05M
FANJ
1384
Financial Architects (New Jersey)
New Jersey
$2.05M
JFG
1385
Jefferies Financial Group
New York
$2.04M +$671K +1,247 +49%
CCFM
1386
Clear Creek Financial Management
Washington
$2.04M +$12.4K +23 +0.6%
EF
1387
Empowered Funds
Pennsylvania
$2.03M +$645K +1,198 +46%
EST
1388
EA Series Trust
Pennsylvania
$2.03M +$2.03M +3,777 New
TH
1389
TCTC Holdings
Texas
$2.03M
CIM
1390
Caldwell Investment Management
Ontario, Canada
$2.02M +$425K +800 +27%
BAMCO Inc
1391
BAMCO Inc
New York
$2.02M +$202K +375 +11%
CW
1392
CreativeOne Wealth
Kansas
$2.02M -$866K -1,609 -30%
OQS
1393
Occudo Quantitative Strategies
Florida
$2.02M -$4.32M -8,033 -68%
SFS
1394
Strategic Financial Services
New York
$2.02M -$75.6K -135 -4%
LRIA
1395
Leonard Rickey Investment Advisors
Washington
$2.02M +$111K +206 +6%
IF
1396
Ironwood Financial
Arizona
$2M
SWP
1397
Strategic Wealth Partners
Ohio
$2M +$102K +190 +5%
BG
1398
Bollard Group
Massachusetts
$2M +$21.5K +40 +1%
ECU
1399
Eisler Capital (UK)
United Kingdom
$1.99M -$3.19M -5,930 -62%
RA
1400
Rockingstone Advisors
Massachusetts
$1.99M +$1.62K +3 +0.1%