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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 %
CW
1651
Channel Wealth
California
$1.33M +$236K +439 +22%
WFC
1652
Western Financial Corp
California
$1.32M -$89.9K -167 -6%
WSFS
1653
Wilmington Savings Fund Society
Delaware
$1.32M -$96.9K -180 -7%
CWAG
1654
Compton Wealth Advisory Group
Virginia
$1.32M +$24.2K +45 +2%
VCM
1655
Viewpoint Capital Management
Washington
$1.31M +$406K +755 +45%
SPFA
1656
Summit Place Financial Advisors
New Jersey
$1.31M +$128K +237 +11%
LHC
1657
Little House Capital
Massachusetts
$1.3M +$38.2K +71 +3%
FCM
1658
Fortis Capital Management
Washington
$1.3M +$61.9K +115 +5%
TNAM
1659
Terra Nova Asset Management
New York
$1.29M +$1.62K +3 +0.1%
NCM
1660
Northside Capital Management
Oregon
$1.29M +$1.08K +2 +0.1%
LC
1661
Lindbrook Capital
California
$1.29M +$3.77K +7 +0.3%
FIA
1662
Foundations Investment Advisors
Arizona
$1.28M +$231K +429 +22%
AAS
1663
Ameritas Advisory Services
Nebraska
$1.28M -$695K -1,324 -35%
CBFP
1664
Cedar Brook Financial Partners
Ohio
$1.28M -$538 -1 -0%
HL
1665
HeadInvest LLC
Maine
$1.28M -$27K -48 -2%
SRSA
1666
S.R. Schill & Associates
Washington
$1.28M -$39.3K -73 -3%
SIA
1667
Soltis Investment Advisors
Utah
$1.28M -$100K -186 -7%
WCM
1668
Washburn Capital Management
Florida
$1.27M -$78.1K -145 -6%
FPGK
1669
Financial Partners Group (Kansas)
Kansas
$1.27M -$9.39K -17 -0.7%
CSB
1670
City State Bank
Iowa
$1.27M -$21.5K -40 -2%
FSA
1671
Fort Sheridan Advisors
Illinois
$1.27M
MLIM
1672
Mountain Lake Investment Management
Florida
$1.27M -$80.8K -150 -6%
JFGIW
1673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M +$534K +991 +73%
SC
1674
Searle & Co
Connecticut
$1.26M
MA
1675
MKT Advisors
California
$1.26M +$1.13K +2 +0.1%