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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 %
SSW
2126
Smith Shellnut Wilson
Mississippi
$614K
FAT
2127
First American Trust
California
$614K -$111K -206 -15%
HWM
2128
Heirloom Wealth Management
Colorado
$612K +$539 +1 +0.1%
OHWA
2129
Oak Hill Wealth Advisors
Virginia
$612K -$26.9K -50 -4%
FCA
2130
Fortis Capital Advisors
Kansas
$611K +$51.1K +95 +9%
IAIM
2131
Industrial Alliance Investment Management
Quebec, Canada
$609K -$34M -63,123 -98%
HWM
2132
Hemington Wealth Management
Virginia
$606K -$10.8K -20 -2%
CWA
2133
Clearview Wealth Advisors
Oregon
$606K -$32.3K -60 -5%
OCPWS
2134
One Charles Private Wealth Services
Massachusetts
$605K -$12.9K -24 -2%
MWAM
2135
Manhattan West Asset Management
California
$604K -$67.9K -126 -10%
BIG
2136
Builder Investment Group
Georgia
$603K
SMA
2137
Seven Mile Advisory
New Jersey
$601K +$601K +1,117 New
TA
2138
Tiedemann Advisors
New York
$601K -$5.38K -10 -0.9%
DC
2139
Destiny Capital
Colorado
$601K
VCWA
2140
Vanguard Capital Wealth Advisors
Colorado
$599K +$1.08K +2 +0.2%
GAA
2141
Global Assets Advisory
Florida
$598K -$4.31K -8 -0.7%
FTA
2142
Financial & Tax Architects
Missouri
$597K +$52.8K +98 +10%
BAM
2143
Bosun Asset Management
Illinois
$596K +$596K +1,108 New
BWM
2144
BerganKDV Wealth Management
Minnesota
$595K -$52.2K -97 -8%
LA
2145
Lifeworks Advisors
Michigan
$595K +$40.4K +75 +7%
1WM
2146
1900 Wealth Management
Texas
$594K -$12.9K -24 -2%
AIFAIM
2147
American Institute for Advanced Investment Management
Arizona
$594K +$94.2K +175 +19%
PWM
2148
PBMares Wealth Management
Virginia
$592K +$539 +1 +0.1%
SIA
2149
Strategic Investment Advisors
Michigan
$592K +$10.2K +19 +2%
AA
2150
Alta Advisers
United Kingdom
$592K