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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
2176
LaFleur & Godfrey
Michigan
$567K
CBB
2177
Citizens Business Bank
California
$565K -$13.5K -25 -2%
PPP
2178
Private Portfolio Partners
New Jersey
$565K -$1.08K -2 -0.2%
VC
2179
Vestor Capital
Illinois
$562K
CWM
2180
Cahaba Wealth Management
Georgia
$561K -$31.8K -59 -5%
HBT
2181
Heartland Bank & Trust
Illinois
$561K -$28K -52 -5%
EL
2182
EWA LLC
Pennsylvania
$558K +$71.6K +133 +15%
MWM
2183
Mascoma Wealth Management
New Hampshire
$557K -$82.9K -149 -13%
TFA
2184
Triad Financial Advisors
North Carolina
$555K -$28.5K -53 -5%
ET
2185
Equitable Trust
Tennessee
$555K +$86.7K +161 +19%
PWMG
2186
Provence Wealth Management Group
California
$554K -$48.5K -90 -8%
TFA
2187
Trinity Financial Advisors
Ohio
$554K +$81.8K +152 +17%
KWM
2188
Kolinsky Wealth Management
New Jersey
$553K +$18.1K +34 +3%
BIM
2189
Barton Investment Management
Pennsylvania
$551K
AWM
2190
Affinity Wealth Management
Delaware
$551K +$20.5K +38 +4%
IA
2191
IFG Advisors
Missouri
$549K
PWG
2192
Portside Wealth Group
Utah
$549K +$549K +1,020 New
CWA
2193
Capital Wealth Alliance
Arizona
$547K +$4.31K +8 +0.8%
MFG
2194
Magnus Financial Group
New York
$547K +$3.23K +6 +0.6%
HCC
2195
Hirtle Callaghan & Co
Pennsylvania
$546K -$25.3K -47 -4%
CWC
2196
Carolinas Wealth Consulting
North Carolina
$546K -$5.53K -91 -1%
CWM
2197
Centric Wealth Management
Illinois
$545K +$143K +271 +36%
GWP
2198
Gateway Wealth Partners
Wisconsin
$544K -$21.5K -40 -4%
KCPG
2199
Kavar Capital Partners Group
Kansas
$543K +$19.4K +36 +4%
MCM
2200
Magnolia Capital Management
New York
$543K