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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 %
CWM
1776
Circle Wealth Management
New Jersey
$1.04M +$5.38K +10 +0.5%
LWP
1777
Lumature Wealth Partners
Georgia
$1.03M -$8.62K -16 -0.8%
CNBTD
1778
Citizens National Bank Trust Department
Mississippi
$1.03M -$13.5K -25 -1%
SMA
1779
Sage Mountain Advisors
Georgia
$1.03M +$258K +480 +33%
GL
1780
Graypoint LLC
New York
$1.03M +$84.5K +157 +9%
NCG
1781
Newport Capital Group
New Jersey
$1.03M +$58.6K +127 +6%
WG
1782
Welch Group
Alabama
$1.03M +$34.5K +64 +3%
PMA
1783
Prudent Man Advisors
Illinois
$1.02M -$8.07K -15 -0.8%
MIM
1784
Meridiem Investment Management
United Kingdom
$1.02M -$5.38K -10 -0.5%
KIG
1785
Kennedy Investment Group
New Jersey
$1.02M +$7.54K +14 +0.7%
OTPPB
1786
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.01M -$2.94M -5,458 -74%
BCM
1787
Buckhead Capital Management
Georgia
$1.01M -$10.8K -20 -1%
CCM
1788
Carlson Capital Management
Minnesota
$1.01M +$51.7K +96 +5%
FHC
1789
First Heartland Consultants
Missouri
$1.01M -$26.9K -50 -3%
ECG
1790
Edge Capital Group
Georgia
$1.01M -$31.2K -58 -3%
AWP
1791
Abacus Wealth Partners
California
$1.01M -$120K -223 -11%
CPM
1792
Connective Portfolio Management
New York
$1.01M
PL
1793
Plancorp LLC
Missouri
$1.01M +$52.8K +98 +6%
LFA
1794
Laraway Financial Advisors
Minnesota
$1.01M -$64.6K -120 -6%
WFI
1795
West Family Investments
California
$1.01M
RLWM
1796
RF&L Wealth Management
Massachusetts
$1M
ZB
1797
Zions Bancorporation
Utah
$1M -$311K -578 -24%
EFG
1798
Everhart Financial Group
Ohio
$1M +$56.5K +105 +6%
MFA
1799
Mayflower Financial Advisors
Massachusetts
$1M -$2.15K -4 -0.2%
SFG
1800
Sovereign Financial Group
Connecticut
$1M +$241K +447 +32%