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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 %
NFG
1526
Nadler Financial Group
Illinois
$1.61M -$72.7K -135 -4%
BLC
1527
Brown, Lisle/Cummings
Rhode Island
$1.61M +$94.2K +175 +6%
SIG
1528
Sky Investment Group
Connecticut
$1.6M -$2.15K -4 -0.1%
CF
1529
Centaurus Financial
California
$1.6M -$887K -1,647 -36%
NCM
1530
Novare Capital Management
North Carolina
$1.6M +$54.9K +102 +4%
BHIC
1531
Bassett Hargrove Investment Counsel
Delaware
$1.6M +$21.5K +47 +1%
PFGIA
1532
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M -$17.2K -32 -1%
CPIA
1533
Cornell Pochily Investment Advisors
New York
$1.59M +$34.5K +64 +2%
CS
1534
Cannell & Spears
New York
$1.59M +$6.46K +12 +0.4%
CWM
1535
Chemistry Wealth Management
New York
$1.58M +$36.6K +68 +2%
CIS
1536
Continental Investors Services
Washington
$1.58M +$868K +1,579 +122%
SHFA
1537
SC&H Financial Advisors
Maryland
$1.58M -$538 -1 -0%
WAS
1538
Winch Advisory Services
Wisconsin
$1.58M +$30.7K +57 +2%
OL
1539
Optas LLC
Texas
$1.57M +$22.6K +42 +1%
LAIC
1540
Lederer & Associates Investment Counsel
California
$1.57M +$29.1K +54 +2%
GBT
1541
Grove Bank & Trust
Florida
$1.57M -$15.1K -28 -1%
TA
1542
Trellis Advisors
Washington
$1.56M +$1.62K +3 +0.1%
BI
1543
Ballast Inc
Kentucky
$1.56M +$78.1K +145 +5%
FGA
1544
Fortis Group Advisors
New Jersey
$1.56M +$1.16M +2,163 +296%
TFA
1545
Transamerica Financial Advisors
Florida
$1.56M +$111K +206 +8%
III
1546
Independent Investors Inc
New York
$1.56M
SP
1547
Symmetry Partners
Connecticut
$1.55M -$218K -404 -12%
BWM
1548
BNC Wealth Management
Oregon
$1.54M -$1.31M -2,427 -46%
RFG
1549
RFP Financial Group
Georgia
$1.54M +$1.46M +2,717 +1,848%
HVIA
1550
Hudson Valley Investment Advisors
New York
$1.54M -$127K -236 -8%