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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
1851
Paloma Partners
Connecticut
$928K +$928K +1,724 New
WPW
1852
Warther Private Wealth
Ohio
$928K -$1.08K -2 -0.1%
DCM
1853
Dudley Capital Management
Virginia
$923K +$38.2K +71 +4%
LCS
1854
Levin Capital Strategies
New York
$923K +$16.2K +30 +2%
LCM
1855
LVM Capital Management
Michigan
$922K +$681K +1,264 +282%
JF
1856
JSF Financial
California
$921K -$31.2K -58 -3%
PTB
1857
Pioneer Trust Bank
Oregon
$921K
GFG
1858
Goldstone Financial Group
Illinois
$921K -$3.23K -6 -0.3%
PGCM
1859
Prescott Group Capital Management
Oklahoma
$920K
GAM
1860
Gould Asset Management
California
$919K -$26.9K -50 -3%
HA
1861
Herold Advisors
New York
$919K
CA
1862
Cornerstone Advisory
Maryland
$918K -$45.2K -84 -5%
PWM
1863
Prentice Wealth Management
New York
$917K +$70K +130 +8%
MFS
1864
Mirabella Financial Services
United Kingdom
$916K -$37.7K -70 -4%
AP
1865
Atwood & Palmer
Missouri
$916K +$250K +465 +38%
TSS
1866
Two Sigma Securities
New York
$915K -$2.97M -5,508 -76%
PWA
1867
Physician Wealth Advisors
Utah
$914K +$3.79K +7 +0.4%
FCFS
1868
First Command Financial Services
Texas
$913K -$11.3K -21 -1%
FCB
1869
First Command Bank
Texas
$913K -$11.3K -21 -1%
JSL
1870
JT Stratford LLC
Georgia
$913K
PCWA
1871
Pacific Capital Wealth Advisors
California
$912K -$22.1K -41 -2%
JWA
1872
JFS Wealth Advisors
Pennsylvania
$909K -$2.69K -5 -0.3%
NFA
1873
Northern Financial Advisors
Michigan
$909K +$7K +13 +0.8%
TCB
1874
Texas Capital Bancshares
Texas
$909K -$9.15K -17 -1%
AFP
1875
Ausdal Financial Partners
Iowa
$908K -$28.5K -53 -3%