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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 %
LWA
1701
Lineweaver Wealth Advisors
Ohio
$1.19M +$10.2K +19 +0.9%
CB
1702
Centennial Bank
Arkansas
$1.19M
PFG
1703
Prosperity Financial Group
California
$1.17M -$16.7K -31 -1%
EFL
1704
ERn Financial LLC
Wisconsin
$1.17M +$2.69K +5 +0.2%
KMWM
1705
Keudell/Morrison Wealth Management
Oregon
$1.17M
AC
1706
Apella Capital
Connecticut
$1.16M +$1.16M +2,162 New
NAS
1707
Nicolet Advisory Services
Wisconsin
$1.16M +$252K +468 +28%
Credit Agricole
1708
Credit Agricole
France
$1.16M -$104K -194 -8%
MFG
1709
Mainsail Financial Group
Washington
$1.16M -$56K -104 -5%
MSWMA
1710
Market Street Wealth Management Advisors
Indiana
$1.16M +$1.08K +2 +0.1%
CCA
1711
Conestoga Capital Advisors
Pennsylvania
$1.16M -$162K -300 -12%
PO
1712
Private Ocean
California
$1.16M +$6.46K +12 +0.6%
AFT
1713
Alpha Family Trust
California
$1.16M -$137K -255 -11%
NFG
1714
Northeast Financial Group
Pennsylvania
$1.16M -$498K -926 -30%
SM
1715
Sweeney & Michel
California
$1.16M +$1.67K +3 +0.1%
BOSSRA
1716
B.O.S.S. Retirement Advisors
Utah
$1.16M -$1.65M -3,071 -59%
IP
1717
Investment Partners
Ohio
$1.16M +$88.3K +164 +8%
GC
1718
Grimes & Company
Massachusetts
$1.16M -$206K -382 -15%
LIM
1719
Leavell Investment Management
Alabama
$1.16M
FC
1720
Fulcrum Capital
Washington
$1.15M -$80.2K -149 -7%
MCA
1721
MSH Capital Advisors
Arizona
$1.15M +$181K +337 +19%
TW
1722
TrinityPoint Wealth
Connecticut
$1.15M +$9.69K +18 +0.9%
NGA
1723
Naples Global Advisors
Florida
$1.15M +$94.8K +176 +9%
CB
1724
CNB Bank
Pennsylvania
$1.13M +$5.38K +10 +0.5%
FMWA
1725
Forvis Mazars Wealth Advisors
Missouri
$1.13M -$44.2K -82 -4%