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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 %
LG
2151
Lane Generational
Massachusetts
$592K
BA
2152
Ballast Advisors
Minnesota
$592K +$109K +203 +23%
SW
2153
Solidarity Wealth
Utah
$591K -$1.5M -2,790 -72%
ASI
2154
Advisory Services & Investments
Oregon
$590K -$19.4K -36 -3%
DLG
2155
Daniel L. Goodwin
$590K -$361K -670 -38%
GFG
2156
GR Financial Group
Arizona
$589K +$1.08K +2 +0.2%
KA
2157
Klingman & Associates
New York
$589K +$65.1K +121 +12%
JSW
2158
Journey Strategic Wealth
New Jersey
$587K -$253K -469 -30%
TCWA
2159
Ten Capital Wealth Advisors
Washington
$585K +$17.2K +32 +3%
WTA
2160
Washington Trust Advisors
Massachusetts
$582K -$24.8K -46 -4%
DAM
2161
Draper Asset Management
New York
$581K +$581K +1,079 New
PI
2162
Pachira Investments
California
$581K +$156K +289 +37%
NJBEST
2163
New Jersey Better Educational Savings Trust
New Jersey
$579K
CFO
2164
Collective Family Office
Pennsylvania
$576K
PWS
2165
Peloton Wealth Strategists
Indiana
$576K +$5.38K +10 +0.9%
BDFN
2166
Bond & Devick Financial Network
Minnesota
$576K
TWM
2167
TMD Wealth Management
Arizona
$575K +$50.1K +93 +10%
SQA
2168
Simon Quick Advisors
New Jersey
$575K +$56.5K +105 +11%
MWM
2169
Moulton Wealth Management
Washington
$573K +$1.08K +2 +0.2%
FFA
2170
Founders Financial Alliance
North Carolina
$572K +$18.8K +35 +3%
XWM
2171
Xcel Wealth Management
Florida
$572K
SFC
2172
Strategic Financial Concepts
Texas
$569K +$4.31K +8 +0.8%
CFA
2173
CWS Financial Advisors
Michigan
$568K -$10.2K -19 -2%
MPAM
2174
Murphy Pohlad Asset Management
Minnesota
$568K
SHWM
2175
Smith & Howard Wealth Management
Georgia
$567K