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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 %
BWA
1551
BDO Wealth Advisors
Florida
$1.54M -$2.15K -4 -0.1%
SCI
1552
S&CO Inc
Massachusetts
$1.54M
CIM
1553
CIM Investment Management
Pennsylvania
$1.54M +$3.77K +7 +0.2%
PWM
1554
Palumbo Wealth Management
New York
$1.54M +$539K +1,001 +54%
HFG
1555
Heron Financial Group
New York
$1.54M +$48.5K +90 +3%
PFP
1556
Paragon Financial Partners
California
$1.54M
FBFS
1557
First Business Financial Services
Wisconsin
$1.54M +$3.77K +7 +0.2%
MCCA
1558
Mill Creek Capital Advisors
Pennsylvania
$1.54M +$245K +456 +19%
WMP
1559
Wealth Management Partners
Arizona
$1.53M +$173K +321 +13%
FUBT
1560
First United Bank & Trust
Maryland
$1.53M -$10.2K -19 -0.7%
FNA
1561
First National Advisers
Nebraska
$1.53M +$217K +404 +17%
DDPIC
1562
Deroy & Devereaux Private Investment Counsel
Michigan
$1.52M +$984K +1,828 +182%
AWA
1563
Arkadios Wealth Advisors
Georgia
$1.52M +$15.1K +28 +1%
GAG
1564
GM Advisory Group
New York
$1.52M +$735K +1,365 +93%
USB
1565
Union Savings Bank
Connecticut
$1.52M +$1.52M +2,714 New
FBB
1566
Fulton Breakefield Broenniman
Maryland
$1.51M -$23.7K -44 -2%
SM
1567
STF Management
Texas
$1.51M -$1.2M -2,227 -44%
CM
1568
Castleark Management
Illinois
$1.51M
TCM
1569
Tufton Capital Management
Maryland
$1.51M -$216K -401 -13%
IA
1570
Insight Advisors
Pennsylvania
$1.51M -$21.5K -40 -1%
G
1571
GenTrust
Florida
$1.5M
GKWIM
1572
Gerber Kawasaki Wealth & Investment Management
California
$1.5M -$100K -186 -6%
AFS
1573
Aft Forsyth & Sober
Florida
$1.49M
MCC
1574
Money Concepts Capital
Florida
$1.49M -$2.55M -4,730 -63%
EIA
1575
Eastover Investment Advisors
North Carolina
$1.49M -$2.15K -4 -0.1%