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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 %
AWM
2001
Aberdeen Wealth Management
Illinois
$746K
CGA
2002
Crescent Grove Advisors
Illinois
$744K -$242K -450 -25%
BOPW
2003
Brandywine Oak Private Wealth
Pennsylvania
$743K -$4.31K -8 -0.6%
BA
2004
Birinyi Associates
Connecticut
$740K
PHAM
2005
Palisades Hudson Asset Management
Florida
$740K
CWM
2006
C2C Wealth Management
Arizona
$739K -$5.54K -10 -0.7%
CWA
2007
Consilium Wealth Advisory
Texas
$737K +$138K +257 +23%
AFG
2008
Atomi Financial Group
New York
$737K +$46.8K +87 +7%
BSSFA
2009
Baron Silver Stevens Financial Advisors
Florida
$736K +$375K +697 +104%
APWA
2010
Atlas Private Wealth Advisors
New Jersey
$736K +$439K +815 +148%
CWA
2011
Canvas Wealth Advisors
Kansas
$734K +$156K +276 +27%
ARMT
2012
Amica Retiree Medical Trust
Rhode Island
$733K -$46.8K -87 -6%
LJAC
2013
L.J. Altfest & Co
New York
$732K +$44.1K +82 +6%
NCM
2014
Northwest Capital Management
Oregon
$730K +$538 +1 +0.1%
HSG
2015
Helen Stephens Group
Texas
$728K +$12.4K +23 +2%
LOAMU
2016
Lombard Odier Asset Management (USA)
New York
$728K +$728K +1,352 New
PCTC
2017
Perkins Coie Trust Company
Washington
$725K -$1.08K -2 -0.1%
TCPWM
2018
Traverso Chambers Private Wealth Management
California
$724K +$37.7K +70 +5%
CVM
2019
Cheviot Value Management
California
$723K +$58.7K +109 +9%
RFA
2020
Resurgent Financial Advisors
Georgia
$723K -$21.5K -40 -3%
SRC
2021
Sage Rhino Capital
California
$722K -$75.9K -141 -10%
ECA
2022
Elevated Capital Advisors
Utah
$722K +$50.1K +93 +7%
PWA
2023
Providence Wealth Advisors
Illinois
$721K +$18.9K +35 +3%
ZIMP
2024
Zimmermann Investment Management & Planning
Pennsylvania
$721K +$17.2K +32 +2%
MC
2025
Miramar Capital
Illinois
$721K -$65.7K -122 -8%