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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 %
WMA
2226
Wealth Management Associates
New Jersey
$518K -$23.2K -43 -4%
CWA
2227
Clarus Wealth Advisors
Arizona
$515K +$22.6K +43 +5%
PCS
2228
Personal CFO Solutions
New Jersey
$514K +$4.85K +9 +1%
PCM
2229
Prelude Capital Management
New York
$514K +$514K +954 New
FM
2230
Family Management
New York
$513K +$513K +952 New
PPC
2231
Park Place Capital
Alabama
$512K -$39.3K -73 -7%
RLIM
2232
Red Lighthouse Investment Management
New York
$512K
KCM
2233
KRS Capital Management
Michigan
$511K -$13.5K -25 -3%
MAWA
2234
Moss Adams Wealth Advisors
Washington
$511K -$12.4K -23 -2%
CBT
2235
CoreFirst Bank & Trust
Kansas
$510K -$75.4K -140 -13%
AL
2236
ADE LLC
Maryland
$509K
CG
2237
CFO4Life Group
Texas
$507K +$43.1K +80 +9%
SIM
2238
SSI Investment Management
California
$507K -$73.8K -137 -13%
HAIM
2239
Hunter Associates Investment Management
Pennsylvania
$506K +$3.22K +6 +0.6%
MA
2240
Mezzasalma Advisors
New Jersey
$506K
VWM
2241
Valley Wealth Managers
New Jersey
$504K -$29.6K -55 -6%
MMM
2242
Mendel Money Management
Illinois
$504K +$9.69K +18 +2%
WPC
2243
White Pine Capital
Minnesota
$502K
CIP
2244
Convergence Investment Partners
Florida
$502K -$22.6K -42 -4%
HHGA
2245
Halbert Hargrove Global Advisors
California
$502K -$447K -831 -47%
EFSCE
2246
Enterprise Financial Services Corp (EFSC)
Missouri
$502K -$36.1K -67 -7%
SAM
2247
SignalPoint Asset Management
Missouri
$500K
WCM
2248
WealthBridge Capital Management
Ohio
$497K -$31.2K -58 -6%
TWA
2249
Tandem Wealth Advisors
Arizona
$496K +$25.8K +48 +5%
HIS
2250
Harvest Investment Services
Illinois
$496K -$120K -222 -19%