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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 %
WPC
1626
Wedmont Private Capital
Pennsylvania
$1.37M +$223K +407 +19%
TBC
1627
Ted Buchan & Co
California
$1.37M +$11.8K +22 +0.9%
NQWM
1628
Northwest Quadrant Wealth Management
Oregon
$1.36M +$29.1K +54 +2%
LNWTC
1629
Laird Norton Wetherby Trust Company
Washington
$1.36M
HPC
1630
HM Payson & Co
Maine
$1.36M +$65.7K +122 +5%
SAM
1631
Sabadell Asset Management
Spain
$1.36M
MSS
1632
Mitchell Sinkler & Starr
Pennsylvania
$1.36M +$26.9K +50 +2%
HH
1633
HWG Holdings
Texas
$1.36M -$112K -208 -8%
NW
1634
Naviter Wealth
Arkansas
$1.36M +$190K +353 +16%
MPPW
1635
Mitchell & Pahl Private Wealth
Oklahoma
$1.35M +$78.1K +145 +6%
MWM
1636
Massachusetts Wealth Management
Massachusetts
$1.35M -$5.38K -10 -0.4%
PIA
1637
Perennial Investment Advisors
California
$1.35M -$17.2K -32 -1%
NC
1638
NovaPoint Capital
Georgia
$1.35M -$5.92K -11 -0.4%
WKWM
1639
Walter & Keenan Wealth Management
Indiana
$1.34M +$1.08K +2 +0.1%
ARS
1640
Adirondack Retirement Specialists
New York
$1.34M -$23.1K -43 -2%
OCM
1641
Orion Capital Management
California
$1.34M +$2.15K +4 +0.2%
SSI
1642
Scott & Selber Inc
Texas
$1.34M -$3.23K -6 -0.2%
FMLI
1643
Fukoku Mutual Life Insurance
Japan
$1.33M
IIC
1644
Ironwood Investment Counsel
Arizona
$1.33M +$116K +216 +10%
SAM
1645
Shikiar Asset Management
New York
$1.33M
TFCM
1646
Taylor Frigon Capital Management
Arizona
$1.33M +$538 +1 +0%
CWP
1647
Core Wealth Partners
California
$1.33M
VCP
1648
Vista Capital Partners
Oregon
$1.33M +$2.15K +4 +0.2%
SPW
1649
Sonoma Private Wealth
California
$1.33M +$5.38K +10 +0.4%
EIP
1650
Ellis Investment Partners
Pennsylvania
$1.33M +$1.08K +2 +0.1%