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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 %
AIC
1951
Archer Investment Corporation
Indiana
$806K +$255K +474 +46%
ACP
1952
Aviance Capital Partners
Florida
$805K +$8.07K +15 +1%
GG
1953
Gleason Group
Kentucky
$802K +$1.62K +3 +0.2%
SAM
1954
Sompo Asset Management
Japan
$802K +$10.8K +20 +1%
NCMW
1955
Northern Capital Management (Washington)
Washington
$801K +$270K +501 +51%
ABC
1956
Associated Banc-Corp
Wisconsin
$801K -$21K -39 -3%
DMBA
1957
Deseret Mutual Benefit Administrators
Utah
$800K -$8.61K -16 -1%
AWA
1958
Aletheian Wealth Advisors
Washington
$798K +$798K +1,483 New
GG
1959
Golden Green
South Carolina
$797K +$5.38K +10 +0.7%
SCA
1960
Scott Capital Advisors
Oregon
$793K -$53.8K -100 -6%
PFSC
1961
Peoples Financial Services Corp
Pennsylvania
$790K +$108K +200 +16%
SJIM
1962
St. Johns Investment Management
Florida
$789K +$789K +1,466 New
SICM
1963
Sustainable Insight Capital Management
New York
$787K -$177K -329 -18%
GWWM
1964
Great Waters Wealth Management
Minnesota
$786K -$1.08K -2 -0.1%
LTAS
1965
Linden Thomas Advisory Services
North Carolina
$784K +$134K +249 +21%
DA
1966
Drake & Associates
Wisconsin
$783K +$783K +1,454 New
OMC
1967
Overbrook Management Corp
New York
$783K
OA
1968
Oxbow Advisors
Texas
$783K +$73.8K +137 +10%
NIM
1969
Nexus Investment Management
Ontario, Canada
$780K -$21.5K -40 -3%
BMCM
1970
Bryn Mawr Capital Management
Pennsylvania
$780K +$116K +216 +18%
BA
1971
Bridge Advisory
California
$778K +$14.5K +27 +2%
IIA
1972
Integral Investment Advisors
California
$777K +$2.15K +4 +0.3%
MC
1973
Montag & Caldwell
Georgia
$777K
RCM
1974
Radnor Capital Management
Pennsylvania
$776K
TPCW
1975
TD Private Client Wealth
New York
$774K +$2.69K +5 +0.3%