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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 %
MSFP
1501
Mark Sheptoff Financial Planning
Connecticut
$1.65M
NMG
1502
New Millennium Group
Utah
$1.65M -$730K -1,357 -31%
SIM
1503
Sentry Investment Management
Wisconsin
$1.65M
EVM
1504
Evelyn V. Moreno
$1.65M
TFP
1505
Tilia Fiduciary Partners
North Carolina
$1.64M +$45.2K +84 +3%
FCP
1506
Fidelis Capital Partners
Florida
$1.64M +$143K +265 +10%
SIS
1507
Strategic Investment Solutions
Illinois
$1.64M -$29.7K -58 -2%
SAM
1508
Strategy Asset Managers
California
$1.64M +$142K +264 +10%
RCM
1509
RNC Capital Management
California
$1.64M -$115K -214 -7%
AFG
1510
Alterity Financial Group
Maine
$1.63M -$30.1K -56 -2%
HI
1511
Horizon Investments
North Carolina
$1.63M +$116K +215 +8%
BOM
1512
Bank of Marin
California
$1.63M -$287K -533 -15%
WCM
1513
Whitener Capital Management
North Carolina
$1.63M -$19.9K -37 -1%
GSEP
1514
Golden State Equity Partners
California
$1.63M +$472K +877 +41%
SMWM
1515
Silvia McColl Wealth Management
California
$1.63M +$538 +1 +0%
IPAM
1516
ICICI Prudential Asset Management
India
$1.62M +$93.7K +174 +6%
PA
1517
PFW Advisors
Georgia
$1.62M +$1.62M +2,873 New
SACTSONJ
1518
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M
WP
1519
Waycross Partners
Kentucky
$1.62M
LFM
1520
LGT Fund Management
Liechtenstein
$1.62M
PPW
1521
Parcion Private Wealth
Washington
$1.61M +$19.9K +37 +1%
CWM
1522
Compass Wealth Management
Connecticut
$1.61M
Wealth Enhancement Advisory Services
1523
Wealth Enhancement Advisory Services
Minnesota
$1.61M -$5.69M -10,569 -78%
HWA
1524
Heritage Wealth Advisors
Virginia
$1.61M +$45.2K +84 +3%
CRC
1525
Curi RMB Capital
Illinois
$1.61M -$148K -274 -8%