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Costco

3,051 hedge funds and large institutions have $170B invested in Costco in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,233 increasing their positions, 1,171 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,051
Holders Change
+33
Holders Change %
+1.09%
% of All Funds
48.64%
Holding in Top 10
247
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+19.32%
% of All Funds
3.94%
New
160
Increased
1,233
Reduced
1,171
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Shares
Change %
HL
1701
HeadInvest LLC
Maine
$1.3M
CSB
1702
City State Bank
Iowa
$1.3M -$33.9K -60 -3%
LHC
1703
Little House Capital
Massachusetts
$1.3M -$63.8K -113 -5%
CIA
1704
Cladis Investment Advisory
Montana
$1.3M +$14.7K +26 +1%
WA
1705
Waverly Advisors
Alabama
$1.3M +$252K +447 +24%
TNAM
1706
Terra Nova Asset Management
New York
$1.29M
NC
1707
NovaPoint Capital
Georgia
$1.28M -$131K -232 -9%
1IA
1708
1834 Investment Advisors
Wisconsin
$1.28M +$9.04K +16 +0.7%
PWPS
1709
Pinnacle Wealth Planning Services
Ohio
$1.28M -$7.91K -14 -0.6%
MP
1710
McDonald Partners
Ohio
$1.27M -$169K -299 -12%
BWM
1711
BNC Wealth Management
Oregon
$1.27M -$344K -609 -21%
SC
1712
Searle & Co
Connecticut
$1.27M
MA
1713
MKT Advisors
California
$1.27M -$5.71K -10 -0.4%
RT
1714
Rockland Trust
Massachusetts
$1.26M -$32.2K -57 -2%
SMA
1715
Sage Mountain Advisors
Georgia
$1.26M +$179K +317 +17%
DAM
1716
Delta Asset Management
Tennessee
$1.26M -$5.65K -10 -0.4%
WQ
1717
Wealth Quarterback
New Jersey
$1.26M -$63.8K -113 -5%
AFG
1718
Allegheny Financial Group
Pennsylvania
$1.26M +$162K +286 +15%
CB
1719
CNB Bank
Pennsylvania
$1.26M +$66.1K +117 +6%
DDPIC
1720
Deroy & Devereaux Private Investment Counsel
Michigan
$1.25M -$346K -612 -22%
FPGK
1721
Financial Partners Group (Kansas)
Kansas
$1.25M -$44.5K -79 -3%
MLIM
1722
Mountain Lake Investment Management
Florida
$1.25M -$75.7K -134 -6%
WAOI
1723
Wealth Advisors of Iowa
Iowa
$1.25M -$2.13M -3,774 -63%
MA
1724
MCF Advisors
Kentucky
$1.25M +$127K +225 +11%
CB
1725
Centennial Bank
Arkansas
$1.24M