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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 %
TFM
2201
TFC Financial Management
Massachusetts
$541K +$4.31K +8 +0.8%
PI
2202
PFS Investments
Georgia
$540K +$12.4K +23 +2%
EWG
2203
Executive Wealth Group
Washington
$539K +$538 +1 +0.1%
MUAMU
2204
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$538K +$538K +1,000 New
WC
2205
Waterloo Capital
Texas
$537K +$537K +998 New
CFO
2206
Callan Family Office
Pennsylvania
$536K +$10.8K +20 +2%
RA
2207
Ruggaard & Associates
Ohio
$534K
WA
2208
Wealth Architects
California
$534K +$108K +200 +25%
BFA
2209
Buttonwood Financial Advisors
Maryland
$533K +$533K +990 New
RFM
2210
Royal Fund Management
Florida
$533K -$73.2K -136 -12%
LOPW
2211
Live Oak Private Wealth
North Carolina
$533K +$30.7K +57 +6%
FWMM
2212
Foundation Wealth Management (Missouri)
Missouri
$532K
MAM
2213
McLean Asset Management
Virginia
$531K -$9.69K -18 -2%
MAA
2214
Mraz Amerine & Associates
California
$531K -$14.5K -27 -3%
BMWM
2215
Brown Miller Wealth Management
Virginia
$531K -$539 -1 -0.1%
ZF
2216
Zhang Financial
Michigan
$528K +$12.3K +23 +2%
EL
2217
Essex LLC
Illinois
$527K -$50.1K -93 -9%
MCM
2218
McRae Capital Management
New Jersey
$527K
WSC
2219
Wellington Shields & Co
New York
$525K +$40.4K +75 +8%
RTC
2220
Riverview Trust Company
Washington
$522K +$17.2K +32 +3%
GAM
2221
Gemmer Asset Management
California
$522K +$111K +207 +27%
PSP
2222
Principal Street Partners
Tennessee
$521K +$11.3K +21 +2%
ACP
2223
Aveo Capital Partners
Colorado
$521K +$47.9K +89 +10%
GSIAS
2224
Garden State Investment Advisory Services
New Jersey
$521K +$213K +396 +69%
IWN
2225
Independent Wealth Network
Iowa
$521K -$2.15K -4 -0.4%