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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 %
MA
1801
MJP Associates
Connecticut
$1M +$82.9K +154 +9%
AWS
1802
Arkfeld Wealth Strategies
Nebraska
$1M
PP
1803
PDS Planning
Ohio
$1M +$49.5K +92 +5%
C
1804
CEDRUS
Colorado
$998K -$34.5K -64 -3%
Skandinaviska Enskilda Banken (SEB)
1805
Skandinaviska Enskilda Banken (SEB)
Sweden
$997K -$2.2M -4,086 -69%
KIC
1806
Keating Investment Counselors
Florida
$995K
PAA
1807
Peregrine Asset Advisers
Oregon
$994K
WA
1808
Waverly Advisors
Alabama
$994K +$400K +743 +67%
FFG
1809
Fortem Financial Group
California
$993K +$6.46K +12 +0.7%
S
1810
SimplyRich
California
$993K +$538 +1 +0.1%
SCI
1811
Stableford Capital II
Arizona
$992K +$992K +1,767 New
SIC
1812
Sterling Investment Counsel
New York
$992K -$10.8K -20 -1%
PFC
1813
Phocas Financial Corp
California
$991K +$40.4K +75 +4%
OLVIG
1814
Oliver Lagore Vanvalin Investment Group
Michigan
$990K +$80.2K +149 +9%
9WM
1815
9258 Wealth Management
Ohio
$989K +$46.3K +86 +5%
QC
1816
Quent Capital
New York
$989K -$28K -52 -3%
AIA
1817
Arbor Investment Advisors
North Carolina
$989K
ZIC
1818
ZWJ Investment Counsel
Georgia
$988K +$101K +187 +11%
FPAS
1819
Focus Partners Advisor Solutions
Missouri
$987K +$119K +221 +14%
RFMS
1820
RWQ Financial Management Services
Florida
$983K +$983K +1,826 New
EP
1821
Edgestream Partners
New Jersey
$981K -$3.51M -6,517 -78%
BFIC
1822
Bedell Frazier Investment Counselling
California
$977K -$45.8K -85 -4%
CFO
1823
CVA Family Office
Colorado
$976K +$36.6K +68 +4%
FF
1824
Fluent Financial
Texas
$976K +$976K +1,812 New
PCA
1825
Peddock Capital Advisors
Massachusetts
$973K +$32.3K +60 +3%