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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 %
HTHT
2026
Hemenway Trust Hemenway Trust
New Hampshire
$721K -$5.38K -10 -0.7%
MS
2027
Marshall & Sullivan
Washington
$721K +$31.2K +58 +5%
ISL
2028
Ingalls & Snyder LLC
New York
$720K -$328K -610 -31%
EFG
2029
Ethos Financial Group
Pennsylvania
$719K
MFWP
2030
Mosaic Family Wealth Partners
Missouri
$719K
BWA
2031
Bordeaux Wealth Advisors
California
$716K +$88.3K +164 +14%
CFA
2032
Cahill Financial Advisors
Minnesota
$716K -$235K -437 -25%
LFA
2033
Legacy Financial Advisors
Kentucky
$714K +$59.8K +111 +9%
RWP
2034
Ridgecrest Wealth Partners
California
$713K
WKSWA
2035
White Knight Strategic Wealth Advisors
New Jersey
$713K +$178K +331 +33%
SGK
2036
Steigerwald Gordon & Koch
Virginia
$711K
TCM
2037
Tributary Capital Management
Nebraska
$711K -$18.8K -35 -3%
MTIC
2038
Missouri Trust & Investment Company
Missouri
$710K -$2.69K -5 -0.4%
MC
2039
Matisse Capital
Oregon
$710K
MWP
2040
Madison Wealth Partners
Wisconsin
$709K
PIM
2041
Profit Investment Management
Maryland
$705K
WWC
2042
Waypoint Wealth Counsel
Georgia
$705K -$5.92K -11 -0.8%
CFS
2043
CRA Financial Services
New Jersey
$704K +$4.85K +9 +0.7%
VWMG
2044
Virginia Wealth Management Group
Virginia
$701K -$18.3K -34 -3%
EA
2045
Emerald Advisers
Pennsylvania
$700K
OPPS
2046
Obsidian Personal Planning Solutions
Maryland
$698K +$18.3K +34 +3%
KP
2047
Keel Point
Alabama
$697K +$22.1K +41 +3%
PIMG
2048
Patriot Investment Management Group
Tennessee
$695K +$18.8K +35 +3%
MW
2049
MBL Wealth
North Carolina
$693K -$3.77K -7 -0.5%
SFG
2050
Synergy Financial Group
California
$692K -$16.1K -30 -2%