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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 %
EA
2251
Echo45 Advisors
California
$494K -$16.2K -30 -3%
SIAG
2252
Safeguard Investment Advisory Group
California
$494K -$11.9K -22 -2%
FWP
2253
Falcon Wealth Planning
California
$493K +$4.31K +8 +0.9%
WE
2254
Wealth Effects
Massachusetts
$493K +$538 +1 +0.1%
BWG
2255
Beta Wealth Group
California
$492K +$538 +1 +0.1%
CCG
2256
Coastwise Capital Group
California
$492K +$102K +190 +26%
PL
2257
Perpetual Ltd
Australia
$491K
SL
2258
Salomon & Ludwin
Virginia
$490K
SIC
2259
SJS Investment Consulting
Ohio
$490K -$56K -104 -10%
PFWA
2260
Paces Ferry Wealth Advisors
Georgia
$490K +$17.8K +33 +4%
NF
2261
Nvest Financial
New Hampshire
$489K +$80.8K +150 +20%
OC
2262
Oarsman Capital
Wisconsin
$489K +$9.15K +17 +2%
LFP
2263
Leeward Financial Partners
Washington
$489K +$11.3K +21 +2%
B
2264
Barings
North Carolina
$489K +$108K +201 +28%
BFC
2265
Bedel Financial Consulting
Indiana
$489K +$57.6K +107 +13%
CMP
2266
Courage Miller Partners
Virginia
$488K +$13.5K +25 +3%
MIC
2267
Meridian Investment Counsel
California
$488K +$3.23K +6 +0.7%
IBOK
2268
Independence Bank of Kentucky
Kentucky
$488K +$162K +300 +49%
EAM
2269
Evanson Asset Management
California
$486K
JE
2270
JMAC Enterprises
Pennsylvania
$485K +$198K +368 +69%
CM
2271
Capula Management
Cayman Islands
$485K -$886K -1,645 -65%
HCM
2272
Harvey Capital Management
Florida
$485K -$16.2K -30 -3%
ITFISA
2273
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$485K
YDMI
2274
Y.D. More Investments
Israel
$485K
LWM
2275
Lodestone Wealth Management
Washington
$483K +$2.69K +5 +0.6%