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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 %
WI
1451
WBI Investments
New Jersey
$1.8M +$1.8M +3,346 New
JCM
1452
Jacobi Capital Management
Pennsylvania
$1.8M +$73.2K +136 +4%
CFP
1453
Curran Financial Partners
South Carolina
$1.8M -$63K -117 -3%
LIA
1454
LS Investment Advisors
Michigan
$1.79M +$50.1K +93 +3%
TIA
1455
Tiemann Investment Advisors
California
$1.79M -$29.6K -55 -2%
SFP
1456
Sweet Financial Partners
Minnesota
$1.79M +$481K +893 +37%
CPC
1457
Consolidated Planning Corp
Georgia
$1.78M +$90.5K +168 +5%
TWM
1458
Triton Wealth Management
Arizona
$1.78M
WC
1459
Westhampton Capital
North Carolina
$1.77M +$5.38K +10 +0.3%
TCA
1460
Transcend Capital Advisors
New Jersey
$1.76M -$60.3K -112 -3%
BA
1461
BCM Advisors
Louisiana
$1.76M
ICM
1462
IMS Capital Management
Oregon
$1.75M +$573K +1,064 +48%
FWA
1463
FSM Wealth Advisors
Ohio
$1.75M +$49.8K +94 +3%
MCM
1464
Manchester Capital Management
Vermont
$1.75M +$5.92K +11 +0.3%
BCCM
1465
Bridge Creek Capital Management
Massachusetts
$1.74M -$15.1K -28 -0.9%
CNBT
1466
Canandaigua National Bank & Trust
New York
$1.74M +$17.2K +32 +1%
MCM
1467
McDonough Capital Management
Florida
$1.74M +$61.4K +114 +4%
ACMA
1468
Arbor Capital Management (Alaska)
Alaska
$1.73M +$14.6K +27 +0.8%
WWM
1469
WT Wealth Management
Arizona
$1.73M +$61.4K +114 +4%
GIA
1470
Guyasuta Investment Advisors
Pennsylvania
$1.73M +$5.38K +10 +0.3%
CWS
1471
Cypress Wealth Services
California
$1.73M +$61.4K +111 +4%
BCA
1472
Bay Colony Advisors
Massachusetts
$1.73M +$192K +357 +13%
QCG
1473
Quadrant Capital Group
Ohio
$1.73M -$62.5K -116 -3%
UM
1474
UniSuper Management
Australia
$1.72M +$1.72M +3,200 New
LTI
1475
Laffer Tengler Investments
Tennessee
$1.72M +$28K +52 +2%