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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 %
ME
1601
McIlrath & Eck
Washington
$1.41M +$177K +328 +14%
NAMP
1602
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.41M +$26.9K +50 +2%
WA
1603
Wealth Advisors
California
$1.41M +$53.8K +100 +4%
MIM
1604
Moseley Investment Management
Florida
$1.41M +$116K +215 +9%
LB
1605
Legacy Bridge
Iowa
$1.41M
CC
1606
Commons Capital
Massachusetts
$1.4M -$6.46K -12 -0.5%
WAP
1607
Wealthcare Advisory Partners
Pennsylvania
$1.4M -$245K -456 -15%
CAAS
1608
Capital Asset Advisory Services
Michigan
$1.4M +$94.6K +173 +7%
CP
1609
Capital Planning
Washington
$1.4M
NME
1610
Notis-McConarty Edward
$1.4M
RWB
1611
RMR Wealth Builders
New Jersey
$1.4M -$239K -444 -15%
AA
1612
Apriem Advisors
California
$1.39M +$48.4K +90 +4%
SAM
1613
Seelaus Asset Management
New Jersey
$1.39M -$674K -1,252 -33%
CCA
1614
Catalyst Capital Advisors
New York
$1.39M +$1.25M +2,322 +900%
WP
1615
WMS Partners
Maryland
$1.39M -$12.4K -23 -0.9%
CHAM
1616
Clear Harbor Asset Management
Connecticut
$1.39M +$1.1M +2,039 +379%
SAA
1617
Southeast Asset Advisors
Georgia
$1.39M -$234K -434 -14%
IAMOG
1618
Investors Asset Management of Georgia
Georgia
$1.38M
BO
1619
Bank OZK
Arkansas
$1.38M +$235K +436 +20%
RWA
1620
Redhawk Wealth Advisors
Minnesota
$1.38M +$175K +326 +15%
CFG
1621
CKW Financial Group
Hawaii
$1.38M +$747K +1,388 +118%
BC
1622
Burney Company
Virginia
$1.38M +$101K +188 +8%
MP
1623
McDonald Partners
Ohio
$1.38M +$7.54K +14 +0.6%
KWM
1624
Keebeck Wealth Management
Illinois
$1.38M -$5.38K -10 -0.4%
LA
1625
Legacy Advisors
Pennsylvania
$1.37M +$964K +1,790 +235%