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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 %
MAWAG
2076
Mid-American Wealth Advisory Group
Missouri
$668K +$668K +1,242 New
Kayne Anderson Rudnick Investment Management
2077
Kayne Anderson Rudnick Investment Management
California
$666K -$263K -488 -28%
CPA
2078
Cardiff Park Advisors
California
$664K +$131K +244 +25%
NIC
2079
Northwest Investment Counselors
Oregon
$664K -$71.1K -132 -10%
AWE
2080
Avidian Wealth Enterprises
Texas
$662K -$953K -1,771 -59%
HBW
2081
Hazlett, Burt & Watson
West Virginia
$661K +$20K +37 +3%
KIC
2082
Kensington Investment Counsel
California
$660K +$362K +673 +122%
NP
2083
Ninepoint Partners
Ontario, Canada
$659K
IIC
2084
Integrated Investment Consultants
Michigan
$659K +$16.1K +30 +3%
CAM
2085
CPA Asset Management
Florida
$658K
C
2086
Certuity
Florida
$657K -$152K -282 -19%
SFG
2087
StrategIQ Financial Group
Indiana
$655K +$14K +26 +2%
Members Trust
2088
Members Trust
Florida
$655K +$655K +1,216 New
BB
2089
Berkshire Bank
Massachusetts
$650K -$2.15K -4 -0.3%
CPA
2090
Court Place Advisors
Maryland
$650K
EI
2091
Ellevest Inc
New York
$649K +$43.1K +80 +7%
AFP
2092
Alpha Financial Partners
Kentucky
$648K -$1.62K -3 -0.2%
LFGH
2093
Lee Financial Group Hawaii
Hawaii
$647K -$89.4K -166 -12%
CWM
2094
Castle Wealth Management
Florida
$647K -$30.2K -56 -4%
LF
2095
LifeSteps Financial
California
$646K
MIM
2096
Montgomery Investment Management
Maryland
$646K
BSG
2097
Black Swift Group
Colorado
$646K +$646K +1,200 New
PL
2098
Parthenon LLC
Kentucky
$645K
TWP
2099
Tempus Wealth Planning
California
$643K -$18.3K -34 -3%
RF
2100
Rollins Financial
Georgia
$642K +$4.85K +9 +0.8%