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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 %
SL
2276
Sentinus LLC
Illinois
$480K -$34.5K -64 -7%
AWG
2277
Altus Wealth Group
Colorado
$480K
OWA
2278
Octavia Wealth Advisors
Ohio
$479K +$22.1K +41 +5%
VW
2279
Vance Wealth
California
$477K
PEA
2280
Park Edge Advisors
Ohio
$476K
VW
2281
Vantage Wealth
California
$476K +$17.8K +33 +4%
SPP
2282
Single Point Partners
Massachusetts
$475K +$18.3K +34 +4%
AT
2283
Arvest Trust
Oklahoma
$475K -$18.5K -33 -4%
NFC
2284
Northeast Financial Consultants
Connecticut
$475K
FNBTCON
2285
First National Bank & Trust Co of Newtown
Pennsylvania
$474K +$217K +403 +84%
BFWA
2286
Benchmark Financial Wealth Advisors
Florida
$472K -$50.6K -94 -10%
PP
2287
Pacifica Partners
Canada
$472K
MHS
2288
M Holdings Securities
Oregon
$471K -$611K -1,136 -56%
PFA
2289
Pettinga Financial Advisors
Indiana
$470K +$1.08K +2 +0.2%
IC
2290
Inscription Capital
Texas
$469K +$18.3K +34 +4%
PCFFS
2291
Pacific Center for Financial Services
California
$468K +$538 +1 +0.1%
BHPW
2292
Beverly Hills Private Wealth
California
$468K -$24.8K -45 -5%
VCM
2293
Virtue Capital Management
Tennessee
$468K -$10.3K -19 -2%
MCM
2294
Monarch Capital Management
Indiana
$467K
CWAG
2295
Carlsbad Wealth Advisory Group
California
$467K +$467K +867 New
CAM
2296
Cidel Asset Management
Ontario, Canada
$466K
BW
2297
BIP Wealth
Georgia
$465K -$8.08K -15 -2%
MW
2298
Marcum Wealth
Ohio
$465K +$11.8K +22 +3%
PCM
2299
Poehling Capital Management
Wisconsin
$464K
PI
2300
Parkside Investments
Illinois
$464K +$66.2K +123 +17%