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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 %
CCMG
1426
Clark Capital Management Group
Pennsylvania
$1.9M -$14.5K -27 -0.8%
CWS
1427
Confluence Wealth Services
Pennsylvania
$1.9M +$197K +365 +12%
AFG
1428
ABLE Financial Group
Arizona
$1.89M +$394K +732 +26%
LCM
1429
Legato Capital Management
California
$1.89M
FTWA
1430
Fifth Third Wealth Advisors
Ohio
$1.88M +$645K +1,198 +52%
HWP
1431
Highline Wealth Partners
California
$1.88M
SAM
1432
Synergy Asset Management
Washington
$1.87M -$11.3K -21 -0.6%
CT
1433
Columbia Trust
Oregon
$1.87M +$122K +226 +7%
VWA
1434
Visionary Wealth Advisors
Illinois
$1.87M -$27.5K -51 -1%
CHC
1435
City Holding Co
West Virginia
$1.86M +$247K +459 +15%
EAM
1436
EFG Asset Management
Oregon
$1.86M +$331K +615 +22%
MLA
1437
My Legacy Advisors
Oregon
$1.86M +$45.8K +85 +3%
PCM
1438
Pointe Capital Management
Michigan
$1.86M
SB
1439
Strategic Blueprint
Georgia
$1.86M +$88.8K +165 +5%
CS
1440
Comerica Securities
Michigan
$1.86M -$2.15K -4 -0.1%
GTAM
1441
Global Trust Asset Management
Florida
$1.84M -$39.3K -73 -2%
AA
1442
Aire Advisors
California
$1.84M +$6.46K +12 +0.4%
CL
1443
CIM LLC
New York
$1.84M -$41.5K -77 -2%
SWA
1444
SFMG Wealth Advisors
Texas
$1.83M -$1.62K -3 -0.1%
HH
1445
Hilltop Holdings
Texas
$1.83M -$5.38K -10 -0.3%
SOS
1446
Silver Oak Securities
Tennessee
$1.82M +$747K +1,387 +69%
FIM
1447
Freedom Investment Management
Connecticut
$1.82M -$196K -364 -10%
KFP
1448
KMG Fiduciary Partners
Ohio
$1.82M -$167K -310 -8%
DBRC
1449
D.B. Root & Company
Pennsylvania
$1.82M -$18.3K -34 -1%
FAG
1450
Fortitude Advisory Group
Washington
$1.8M +$122K +226 +7%