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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 %
RWPA
1751
Richard W. Paul & Associates
Michigan
$1.08M +$110K +204 +11%
PWAM
1752
Pinnacle West Asset Management
Wyoming
$1.08M
FSA
1753
Franklin Street Advisors
North Carolina
$1.08M
SCA
1754
St. Clair Advisors
Ohio
$1.08M
RA
1755
RiverPark Advisors
New York
$1.08M +$1.08M +2,000 New
DC
1756
Dantai Capital
Hong Kong
$1.08M +$1.08M +2,000 New
AA
1757
Advisory Alpha
Michigan
$1.08M +$148K +274 +16%
AC
1758
Avestar Capital
New York
$1.07M +$173K +321 +19%
WSCM
1759
Wellington Shields Capital Management
New York
$1.07M
LCM
1760
Logan Capital Management
Pennsylvania
$1.07M -$7.54K -14 -0.7%
CMI
1761
Clare Market Investments
Texas
$1.07M -$129K -240 -11%
MA
1762
MCF Advisors
Kentucky
$1.07M +$1.62K +3 +0.2%
GFA
1763
Gallagher Fiduciary Advisors
Illinois
$1.06M -$138K -256 -11%
VDI
1764
Vaughan David Investments
Illinois
$1.06M -$27.5K -51 -3%
OHIS
1765
Oak Harvest Investment Services
Texas
$1.06M +$263K +489 +33%
KW
1766
KWB Wealth
California
$1.06M +$45.2K +84 +4%
AT
1767
Avalon Trust
New Mexico
$1.06M
RSA
1768
River Street Advisors
Illinois
$1.05M -$13.5K -25 -1%
TC
1769
Telemus Capital
Michigan
$1.05M +$186K +346 +21%
DG
1770
DMC Group
Alabama
$1.05M -$44.1K -82 -4%
WPWM
1771
Western Pacific Wealth Management
Illinois
$1.05M
LNB
1772
Ledyard National Bank
$1.05M -$49.5K -92 -5%
CAG
1773
Curtis Advisory Group
California
$1.05M +$86.1K +160 +9%
AFG
1774
Allegheny Financial Group
Pennsylvania
$1.04M -$12.9K -24 -1%
GFP
1775
Gryphon Financial Partners
Ohio
$1.04M +$13.5K +25 +1%