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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 %
BCM
1726
Birmingham Capital Management
Alabama
$1.13M
SSA
1727
South Street Advisors
New York
$1.13M +$51.1K +95 +5%
ZIG
1728
Zullo Investment Group
Pennsylvania
$1.13M +$8.08K +15 +0.7%
WCM
1729
Windsor Capital Management
Arizona
$1.13M +$1.13M +2,092 New
MHIC
1730
Marble Harbor Investment Counsel
Massachusetts
$1.12M
TF
1731
Trek Financial
Arizona
$1.12M -$102K -189 -8%
CPC
1732
Cookson Peirce & Co
Pennsylvania
$1.12M -$205K -381 -16%
LFG
1733
Larson Financial Group
Missouri
$1.12M -$32.3K -60 -3%
FC
1734
Fusion Capital
South Carolina
$1.12M -$29.6K -55 -3%
RWI
1735
Red Wave Investments
Pennsylvania
$1.12M -$2.15K -4 -0.2%
APG
1736
Abacus Planning Group
South Carolina
$1.12M +$21K +39 +2%
OW
1737
Olistico Wealth
Oklahoma
$1.11M
GPI
1738
General Partner Inc
Pennsylvania
$1.11M
KCM
1739
Kathmere Capital Management
Pennsylvania
$1.1M -$98.5K -183 -8%
AL
1740
Aspiriant LLC
California
$1.1M -$25.8K -48 -2%
ECM
1741
Exchange Capital Management
Michigan
$1.1M +$2.15K +4 +0.2%
SAMC
1742
Spectrum Asset Management (California)
California
$1.09M
PTC
1743
Philadelphia Trust Company
Pennsylvania
$1.09M -$321K -597 -23%
ONST
1744
Old North State Trust
North Carolina
$1.09M +$3.77K +7 +0.3%
UL
1745
Unionview LLC
Washington
$1.09M -$18.8K -35 -2%
CMS
1746
Capital Market Strategies
Florida
$1.09M +$1.09M +2,027 New
SCM
1747
Stonebridge Capital Management
California
$1.09M
MSAM
1748
Moloney Securities Asset Management
Missouri
$1.08M +$47.4K +88 +5%
UAS
1749
United Asset Strategies
New York
$1.08M -$7K -13 -0.6%
Nomura Holdings
1750
Nomura Holdings
Japan
$1.08M +$46.8K +87 +5%