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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 %
PFG
1901
PAX Financial Group
Texas
$867K -$62.5K -116 -7%
VT
1902
Vise Technologies
New York
$865K +$35K +65 +4%
CG
1903
Cynosure Group
Utah
$865K +$865K +1,606 New
CIG
1904
Cascade Investment Group
Colorado
$864K +$35.5K +66 +4%
PIA
1905
Pinion Investment Advisors
Kansas
$863K +$190K +352 +28%
CFD
1906
Creative Financial Designs
Indiana
$862K +$98.5K +183 +13%
MSFS
1907
Main Street Financial Solutions
Pennsylvania
$862K +$32.3K +60 +4%
RPWA
1908
Regent Peak Wealth Advisors
Georgia
$860K +$14K +26 +2%
PFBT
1909
Parkside Financial Bank & Trust
Missouri
$859K +$43.1K +80 +5%
HCP
1910
Hexagon Capital Partners
Arkansas
$859K +$1.08K +2 +0.1%
CRWM
1911
Castle Rock Wealth Management
California
$855K -$13K -24 -1%
TAM
1912
Titleist Asset Management
Texas
$852K +$852K +1,583 New
BCMLT
1913
Beacon Capital Management LLC (Tennessee)
Tennessee
$851K -$42K -78 -5%
FFA
1914
Farther Finance Advisors
California
$850K +$89.4K +166 +12%
OC
1915
Oakworth Capital
Alabama
$848K -$7K -13 -0.8%
GFP
1916
Guardian Financial Partners
California
$847K +$17.8K +33 +2%
AWA
1917
Aaron Wealth Advisors
Illinois
$846K +$72.7K +135 +9%
CAP
1918
Columbia Advisory Partners
Washington
$846K +$6.46K +12 +0.8%
LIM
1919
Lathrop Investment Management
Arkansas
$845K -$11.3K -21 -1%
AWAG
1920
ARS Wealth Advisors Group
Florida
$845K -$5.38K -10 -0.6%
GIP
1921
Greatmark Investment Partners
Georgia
$845K
RIA
1922
Richwood Investment Advisors
Ohio
$845K +$8.08K +15 +1%
TPW
1923
Transatlantique Private Wealth
New York
$843K -$53.8K -100 -6%
AW
1924
Alaethes Wealth
Nevada
$843K
WFA
1925
Wellspring Financial Advisors
Ohio
$839K +$57.6K +107 +7%