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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 %
PTP
1476
Platform Technology Partners
New York
$1.72M +$15.4K +29 +0.9%
MTC
1477
Matrix Trust Company
Colorado
$1.72M +$88.8K +165 +5%
CWM
1478
Cornerstone Wealth Management
Missouri
$1.71M -$212K -394 -11%
AG
1479
Algert Global
California
$1.71M +$137K +254 +9%
RWA
1480
Ropes Wealth Advisors
Massachusetts
$1.71M -$13.5K -25 -0.8%
BBNB
1481
Baker Boyer National Bank
Washington
$1.71M -$139K -258 -8%
JIC
1482
Joel Isaacson & Co
New York
$1.7M +$37.7K +70 +2%
FCM
1483
Fairbanks Capital Management
California
$1.7M -$37.1K -69 -2%
FPCP
1484
Fort Point Capital Partners
California
$1.69M +$111K +207 +7%
NB
1485
NBT Bank
New York
$1.69M -$19.9K -37 -1%
SWM
1486
Sculati Wealth Management
Michigan
$1.68M -$4.31K -8 -0.3%
ACM
1487
Argent Capital Management
Missouri
$1.68M
HNWAG
1488
High Net Worth Advisory Group
Florida
$1.68M +$52.8K +98 +3%
WP
1489
Westmount Partners
California
$1.68M +$51.1K +95 +3%
APIM
1490
Agate Pass Investment Management
Washington
$1.68M +$35K +65 +2%
WCF
1491
West Coast Financial
California
$1.68M -$72.2K -134 -4%
GLLW
1492
Graves Light Lenhart Wealth
Virginia
$1.67M -$47.4K -88 -3%
CIC
1493
Crawford Investment Counsel
Georgia
$1.67M -$23.1K -43 -1%
AWM
1494
Atticus Wealth Management
Florida
$1.67M +$9.15K +17 +0.6%
FNC
1495
First National Corp
Massachusetts
$1.66M +$538 +1 +0%
CFA
1496
Camarda Financial Advisors
Florida
$1.66M +$139K +258 +9%
GWA
1497
GGM Wealth Advisors
Maryland
$1.66M +$1.66M +3,139 New
BTWM
1498
Baker Tilly Wealth Management
Wisconsin
$1.66M -$18.8K -35 -1%
FNWM
1499
Financial Network Wealth Management
Utah
$1.66M -$208K -369 -11%
FDS
1500
First Dallas Securities
Texas
$1.66M +$26.9K +50 +2%