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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 %
PMFA
1976
Plante Moran Financial Advisors
Michigan
$773K -$4.85K -9 -0.6%
HT
1977
Heritage Trust
Oklahoma
$773K -$1.62K -3 -0.2%
APA
1978
Astoria Portfolio Advisors
New York
$772K -$5.39K -10 -0.7%
EM
1979
Excalibur Management
Massachusetts
$771K +$538 +1 +0.1%
LGA
1980
Lebenthal Global Advisors
New York
$770K +$42K +78 +6%
BWP
1981
BSW Wealth Partners
Colorado
$769K +$4.31K +8 +0.6%
SL
1982
Sentry LLC
Tennessee
$769K
CS
1983
Capital Square
Tennessee
$767K -$10.2K -19 -1%
DIP
1984
DT Investment Partners
Pennsylvania
$767K
VCG
1985
Vantage Consulting Group
Virginia
$765K -$108K -201 -12%
SA
1986
Syntax Advisors
New York
$765K -$108K -201 -12%
RCM
1987
Riverpark Capital Management
New York
$764K +$764K +1,419 New
GHA
1988
GW Henssler & Associates
Georgia
$763K -$4.31K -8 -0.6%
TCM
1989
Tradewinds Capital Management
Washington
$763K -$16.7K -31 -2%
PBO
1990
Peoples Bank (Ohio)
Ohio
$759K -$5.92K -11 -0.8%
VA
1991
Valmark Advisers
Ohio
$757K -$49K -91 -6%
TIM
1992
Tevis Investment Management
Texas
$755K -$4.85K -9 -0.6%
HTI
1993
Hikari Tsushin Inc
Japan
$754K
SFG
1994
SNS Financial Group
Minnesota
$752K -$47.9K -89 -6%
EW
1995
Evoke Wealth
California
$751K +$142K +264 +23%
GCP
1996
GSA Capital Partners
United Kingdom
$751K +$751K +1,394 New
WPA
1997
West Paces Advisors
Georgia
$750K
WBC
1998
West Branch Capital
Massachusetts
$749K
SWM
1999
Sugarloaf Wealth Management
Georgia
$747K +$57.6K +107 +8%
GWM
2000
Greenwich Wealth Management
Connecticut
$746K -$18.8K -35 -2%