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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 %
CF
2051
Copperwynd Financial
Arizona
$690K +$3.23K +6 +0.5%
LWANC
2052
Laurel Wealth Advisors (North Carolina)
North Carolina
$688K -$8.61K -16 -1%
SRWM
2053
Shira Ridge Wealth Management
California
$686K +$2.69K +5 +0.4%
HFS
2054
Heritage Financial Services
Massachusetts
$683K -$52.2K -97 -7%
MAM
2055
Magellan Asset Management
Australia
$682K +$36.6K +68 +6%
BB
2056
Bell Bank
North Dakota
$682K +$363K +675 +114%
GA
2057
GraniteShares Advisors
New York
$681K -$14.5K -27 -2%
PRWA
2058
Platte River Wealth Advisors
Colorado
$679K +$121K +225 +22%
GC
2059
Guidance Capital
Kentucky
$679K +$679K +1,206 New
RBCM
2060
Raub Brock Capital Management
California
$678K
PT
2061
Plimoth Trust
Massachusetts
$678K -$100K -186 -13%
KA
2062
KLCM Advisors
Wisconsin
$678K +$177K +329 +35%
WWM
2063
Windsor Wealth Management
Indiana
$676K +$21K +39 +3%
GBWM
2064
Granite Bay Wealth Management
New Hampshire
$675K
HA
2065
Hofer & Associates
California
$674K -$52.8K -98 -7%
SFA
2066
Souders Financial Advisors
Ohio
$674K +$52.8K +98 +8%
SAF
2067
Smith Anglin Financial
Texas
$674K -$75.9K -141 -10%
CFP
2068
Catalyst Financial Partners
Massachusetts
$672K +$100K +186 +17%
CAM
2069
Close Asset Management
United Kingdom
$672K -$25.2M -46,784 -97%
PWA
2070
Phoenix Wealth Advisors
North Carolina
$671K +$26.9K +50 +4%
AC
2071
Addison Capital
Pennsylvania
$671K +$7.53K +14 +1%
Aristotle Capital Management
2072
Aristotle Capital Management
California
$670K
BSB
2073
Bangor Savings Bank
Maine
$670K +$8.08K +15 +1%
RW
2074
REDW Wealth
New Mexico
$669K -$4.85K -9 -0.7%
CAL
2075
Capital Advisors Ltd
Ohio
$669K +$158K +293 +31%