COST icon

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 %
SIAG
1926
Signet Investment Advisory Group
Rhode Island
$839K -$40.4K -75 -5%
WA
1927
WP Advisors
California
$838K +$1.62K +3 +0.2%
WA
1928
WESPAC Advisors
California
$837K +$20.5K +38 +3%
BWM
1929
Biltmore Wealth Management
Arizona
$837K +$44.7K +83 +6%
HFS
1930
HBC Financial Services
Washington
$835K -$69.1K -125 -8%
SWM
1931
Silverlake Wealth Management
Vermont
$833K -$6.46K -12 -0.8%
1W
1932
1776 Wealth
Georgia
$831K +$124K +230 +18%
ALAM
1933
Asahi Life Asset Management
Japan
$831K +$261K +485 +46%
MCM
1934
Morton Capital Management
California
$830K
CRI
1935
Colonial River Investments
Virginia
$829K -$284K -528 -26%
CHP
1936
Cable Hill Partners
Oregon
$827K -$21K -39 -2%
FCA
1937
FinTrust Capital Advisors
South Carolina
$825K
LA
1938
LexAurum Advisors
Kansas
$824K -$13.5K -25 -2%
LPAM
1939
Lodestar Private Asset Management
California
$823K -$58.7K -109 -7%
VEA
1940
Virtus ETF Advisers
New York
$823K -$147K -273 -15%
AFO
1941
Arrowroot Family Office
California
$822K +$134K +249 +19%
CWM
1942
Centurion Wealth Management
Virginia
$820K +$29.6K +55 +4%
LSIA
1943
LaSalle St. Investment Advisors
Illinois
$818K +$9.69K +18 +1%
LBA
1944
Lowell Blake & Associates
Massachusetts
$816K
PWM
1945
Paulson Wealth Management
Illinois
$816K +$135K +250 +20%
WB
1946
West Bancorporation
Iowa
$813K
CAM
1947
CenterStar Asset Management
Illinois
$811K +$811K +1,505 New
CC
1948
Constitution Capital
Connecticut
$808K
LAM
1949
Lynch Asset Management
Pennsylvania
$808K
CAIMH
1950
Central Asset Investments & Management Holdings
Hong Kong
$808K +$538K +1,000 +200%