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Costco

3,051 hedge funds and large institutions have $170B invested in Costco in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,233 increasing their positions, 1,171 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,051
Holders Change
+33
Holders Change %
+1.09%
% of All Funds
48.64%
Holding in Top 10
247
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+19.32%
% of All Funds
3.94%
New
160
Increased
1,233
Reduced
1,171
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Shares
Change %
GCP
2101
Gill Capital Partners
Colorado
$690K +$26K +46 +4%
ET
2102
Equitable Trust
Tennessee
$690K +$108K +191 +19%
PRWA
2103
Platte River Wealth Advisors
Colorado
$689K -$24.3K -43 -3%
Kayne Anderson Rudnick Investment Management
2104
Kayne Anderson Rudnick Investment Management
California
$684K -$15.3K -27 -2%
CC
2105
Callan Capital
California
$683K +$216K +382 +46%
CPA
2106
Court Place Advisors
Maryland
$682K
JSW
2107
Journey Strategic Wealth
New Jersey
$681K +$65K +115 +11%
LFGH
2108
Lee Financial Group Hawaii
Hawaii
$680K +$1.13K +2 +0.2%
TFA
2109
Teamwork Financial Advisors
Texas
$678K +$10.7K +19 +2%
LF
2110
LifeSteps Financial
California
$678K
PIMG
2111
Patriot Investment Management Group
Tennessee
$678K -$52K -92 -7%
SWA
2112
Strata Wealth Advisors
Texas
$678K +$678K +1,199 New
PL
2113
Parthenon LLC
Kentucky
$677K
SIA
2114
Strategic Investment Advisors
Michigan
$673K +$51.4K +91 +8%
Members Trust
2115
Members Trust
Florida
$672K -$19.9K -35 -3%
MCM
2116
MV Capital Management
Maryland
$671K +$24.3K +43 +4%
PWA
2117
Phoenix Wealth Advisors
North Carolina
$671K -$33.9K -60 -5%
SG
2118
Sharper & Granite
California
$669K
AFP
2119
Alpha Financial Partners
Kentucky
$669K -$10.7K -19 -2%
VAF
2120
Values Added Financial
District of Columbia
$669K
CCA
2121
Childress Capital Advisors
Texas
$666K +$666K +1,178 New
AWE
2122
Avidian Wealth Enterprises
Texas
$665K -$30.5K -54 -4%
WPC
2123
Waters Parkerson & Co
Louisiana
$664K
CWA
2124
Canvas Wealth Advisors
Kansas
$662K -$57.5K -104 -8%
FFC
2125
First Financial Corp
Indiana
$662K +$469K +830 +243%