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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 %
WQ
1676
Wealth Quarterback
New Jersey
$1.26M +$153K +284 +14%
JMFC
1677
J.M. Forbes & Co
Massachusetts
$1.26M +$1.02M +1,902 +433%
SC
1678
Solstein Capital
California
$1.26M +$33.4K +62 +3%
VCP
1679
Verus Capital Partners
Arizona
$1.26M +$85.6K +159 +7%
JIP
1680
Jaffetilchin Investment Partners
Florida
$1.25M +$63K +117 +5%
SIA
1681
SeaBridge Investment Advisors
New Jersey
$1.25M
V
1682
VeraBank
Texas
$1.24M +$124K +230 +11%
AFWM
1683
AMJ Financial Wealth Management
Virginia
$1.24M +$1.24M +2,296 New
RT
1684
Rockland Trust
Massachusetts
$1.24M -$24.2K -45 -2%
OWP
1685
Obermeyer Wealth Partners
Colorado
$1.23M +$19.4K +36 +2%
OP
1686
ORG Partners
Indiana
$1.23M +$1.23M +2,280 New
RGF
1687
Retirement Guys Formula
Ohio
$1.23M -$6.46K -12 -0.5%
GWANC
1688
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M +$88.8K +165 +8%
PWPS
1689
Pinnacle Wealth Planning Services
Ohio
$1.23M +$17.2K +32 +1%
RA
1690
RFG Advisory
Alabama
$1.23M +$134K +249 +12%
MC
1691
Mathes Company
New York
$1.22M +$1.22M +2,269 New
CIA
1692
Cladis Investment Advisory
Montana
$1.22M +$88.8K +165 +8%
ODG
1693
O'Dell Group
Ohio
$1.22M +$120K +223 +11%
1IA
1694
1834 Investment Advisors
Wisconsin
$1.21M -$236K -439 -16%
RFN
1695
RDA Financial Network
Iowa
$1.21M +$984K +1,827 +431%
DAM
1696
Delta Asset Management
Tennessee
$1.21M
AA
1697
Argent Advisors
Louisiana
$1.2M +$61.9K +115 +5%
AWM
1698
Arista Wealth Management
Nevada
$1.2M +$98.5K +183 +9%
ST
1699
Smithfield Trust
Pennsylvania
$1.2M +$43.7K +81 +4%
CAI
1700
Capital Advisors Inc
Oklahoma
$1.19M +$33.9K +63 +3%