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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 %
PP
1826
PDT Partners
New York
$969K -$1.08K -2 -0.1%
TIM
1827
Tortoise Investment Management
New York
$967K
TFA
1828
Toth Financial Advisory
Virginia
$966K +$86.1K +160 +10%
BRA
1829
Bender Robert & Associates
California
$964K -$24.8K -46 -3%
Financial Engines Advisors
1830
Financial Engines Advisors
California
$961K -$107K -199 -10%
BWM
1831
BigSur Wealth Management
Florida
$958K -$37.7K -70 -4%
WCG
1832
Weaver Consulting Group
California
$958K +$2.15K +4 +0.2%
BS
1833
Bessemer Securities
New York
$957K -$657K -1,220 -41%
CPRC
1834
Consolidated Portfolio Review Corp
New York
$956K +$31.8K +59 +3%
BOH
1835
Bank of Hawaii
Hawaii
$953K -$80.8K -150 -8%
ATC
1836
Adirondack Trust Company
New York
$953K +$6.73K +12 +0.7%
RZH
1837
Relyea Zuckerberg Hanson
Connecticut
$950K +$37.1K +69 +4%
HGWM
1838
Horst & Graben Wealth Management
Oregon
$950K +$1.62K +3 +0.2%
TCM
1839
Traynor Capital Management
Pennsylvania
$942K +$26.4K +49 +3%
RCIM
1840
Red Cedar Investment Management
Michigan
$942K
CSI
1841
Cross Staff Investments
New York
$942K +$26.9K +50 +3%
LCM
1842
LCM Capital Management
Illinois
$941K +$14K +26 +2%
AIA
1843
Alera Investment Advisors
Illinois
$938K +$18.8K +35 +2%
WA
1844
Wealth Alliance
New York
$938K -$38.8K -72 -4%
FNBOH
1845
First National Bank of Hutchinson
Kansas
$938K +$30.7K +57 +3%
VFA
1846
Voya Financial Advisors
Connecticut
$934K -$16K -30 -2%
BHBT
1847
Burke & Herbert Bank & Trust
Virginia
$932K
LCOV
1848
London Company of Virginia
Virginia
$931K
CA
1849
Claro Advisors
Massachusetts
$930K +$35K +65 +4%
CCG
1850
Ceeto Capital Group
Florida
$930K