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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 %
GSIS
1876
Global Strategic Investment Solutions
Arizona
$906K +$55.5K +103 +7%
3F
1877
360 Financial
Minnesota
$901K +$5.38K +10 +0.6%
IWP
1878
Icon Wealth Partners
Texas
$898K -$26.9K -50 -3%
STAS
1879
Strong Tower Advisory Services
Minnesota
$896K +$44.2K +82 +5%
AWCI
1880
Alpine Woods Capital Investors
New York
$894K +$894K +1,661 New
TNBTD
1881
Trustmark National Bank Trust Department
Mississippi
$892K -$1.08K -2 -0.1%
MWC
1882
MBM Wealth Consultants
Missouri
$891K +$150K +279 +20%
SCA
1883
Sander Capital Advisors
Washington
$890K
RDFA
1884
Ritter Daniher Financial Advisory
Ohio
$890K +$11.3K +21 +1%
AC
1885
Allstate Corporation
Illinois
$888K
HPM
1886
Hoxton Planning & Management
West Virginia
$883K -$35.5K -66 -4%
ESB
1887
Essex Savings Bank
Connecticut
$882K -$25.8K -48 -3%
SCG
1888
Sonata Capital Group
Washington
$882K
SWS
1889
SYSTM Wealth Solutions
Illinois
$882K +$71.6K +133 +9%
TFF
1890
The Family Firm
Maryland
$880K -$1.08K -2 -0.1%
VBCG
1891
Valley Brook Capital Group
Pennsylvania
$878K
VV
1892
Verity & Verity
South Carolina
$877K -$521K -967 -37%
FA
1893
Faithward Advisors
Pennsylvania
$876K -$77.1K -137 -8%
SFP
1894
Shepherd Financial Partners
Massachusetts
$874K +$874K +1,624 New
HIC
1895
Holderness Investments Company
North Carolina
$873K +$46.3K +86 +6%
FOA
1896
Five Oceans Advisors
California
$872K -$538 -1 -0.1%
CA
1897
Centerpoint Advisors
Massachusetts
$871K -$18.8K -35 -2%
IGGA
1898
Iron Gate Global Advisors
Utah
$871K -$539 -1 -0.1%
CSWG
1899
Cardinal Strategic Wealth Guidance
Kentucky
$868K +$10.8K +20 +1%
IDBONY
1900
Israel Discount Bank of New York
New York
$868K -$175K -325 -17%