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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 %
EWM
1576
Evermay Wealth Management
Virginia
$1.48M -$15.6K -29 -1%
GAM
1577
Grandview Asset Management
Pennsylvania
$1.48M +$4.31K +8 +0.3%
AL
1578
ACAS LLC
California
$1.48M -$30.7K -57 -2%
NBT
1579
Northwest Bank & Trust
Iowa
$1.47M +$1.47M +2,738 New
MC
1580
Martin & Co
Tennessee
$1.47M -$35K -65 -2%
IGWM
1581
ICA Group Wealth Management
Colorado
$1.46M -$1.64M -3,051 -53%
CHA
1582
Carmichael Hill & Associates
Maryland
$1.46M +$538 +1 +0%
IAS
1583
Investment Advisory Services
Texas
$1.46M +$538 +1 +0%
VWM
1584
Vigilare Wealth Management
Arizona
$1.46M -$60.3K -112 -4%
PWMG
1585
Prestige Wealth Management Group
New Jersey
$1.46M -$1.21M -2,243 -45%
SXL
1586
Summit X LLC
Missouri
$1.45M +$46.3K +86 +3%
AFC
1587
AFT Forsyth & Company
Florida
$1.45M
CWM
1588
Connecticut Wealth Management
Connecticut
$1.45M +$467K +868 +48%
WBC
1589
Westpac Banking Corp
Australia
$1.45M -$32.7M -60,681 -96%
MFG
1590
MidWestOne Financial Group
Iowa
$1.44M +$389K +722 +37%
QIM
1591
Quest Investment Management
Oregon
$1.44M -$609K -1,131 -30%
WPW
1592
Waldron Private Wealth
Pennsylvania
$1.44M -$92.1K -171 -6%
TWM
1593
Tradition Wealth Management
Minnesota
$1.44M +$17.2K +32 +1%
MA
1594
MONECO Advisors
Connecticut
$1.43M +$91.5K +170 +7%
Parallax Volatility Advisers
1595
Parallax Volatility Advisers
California
$1.43M +$1.41M +2,628 +8,760%
FNBOSM
1596
First National Bank of South Miami
Florida
$1.43M -$32.3K -60 -2%
CIC
1597
Cutler Investment Counsel
Oregon
$1.42M +$384K +713 +37%
NSB
1598
Norway Savings Bank
Maine
$1.42M +$114K +212 +9%
NFSG
1599
Newbridge Financial Services Group
Florida
$1.42M +$32.3K +60 +2%
DFG
1600
Delta Financial Group
New Jersey
$1.42M +$218K +405 +18%