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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 %
DC
1401
DeDora Capital
California
$1.98M +$89.4K +166 +5%
FFS
1402
Founders Financial Securities
Maryland
$1.98M -$190K -353 -9%
GWMIA
1403
Global Wealth Management Investment Advisory
Florida
$1.98M +$108K +201 +6%
KWA
1404
Kingswood Wealth Advisors
California
$1.98M +$1.98M +3,671 New
MCC
1405
Malaga Cove Capital
California
$1.97M
ACM
1406
Allred Capital Management
Texas
$1.97M -$20.5K -38 -1%
PI
1407
PGGM Investments
Netherlands
$1.97M +$603K +1,120 +44%
VWM
1408
Venturi Wealth Management
Texas
$1.97M -$1.25M -2,319 -39%
MMA
1409
Miracle Mile Advisors
California
$1.96M +$51.1K +95 +3%
CFG
1410
Cooper Financial Group
California
$1.96M +$40.4K +75 +2%
OPW
1411
Oxler Private Wealth
New York
$1.96M +$56.5K +105 +3%
GWS
1412
Glassman Wealth Services
Virginia
$1.95M -$32.8K -61 -2%
JWCA
1413
J.W. Coons Advisors
Ohio
$1.95M +$43.1K +80 +2%
MPI
1414
Mairs & Power Inc
Minnesota
$1.95M +$11.3K +21 +0.6%
FC
1415
Forte Capital
New York
$1.95M -$16.7K -31 -0.8%
IP
1416
Ignite Planners
California
$1.94M +$233K +443 +14%
I
1417
INVST
Indiana
$1.93M -$28.5K -53 -1%
VWA
1418
V Wealth Advisors
Kansas
$1.93M -$59.8K -111 -3%
TWM
1419
TriaGen Wealth Management
California
$1.93M +$1.62K +3 +0.1%
Bank Julius Baer & Co
1420
Bank Julius Baer & Co
Switzerland
$1.92M +$1.04M +1,933 +119%
CPSC
1421
Carl P. Sherr & Co
Massachusetts
$1.91M
MMPW
1422
Mitchell McLeod Pugh & Williams
Alabama
$1.91M +$79.1K +147 +4%
PCM
1423
Princeton Capital Management
New Jersey
$1.9M -$35K -65 -2%
CI
1424
Conning Inc
Connecticut
$1.9M -$207K -384 -10%
AFM
1425
Armstrong Fleming & Moore
District of Columbia
$1.9M +$1.9M +3,525 New