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Costco

3,051 hedge funds and large institutions have $170B invested in Costco in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,233 increasing their positions, 1,171 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,051
Holders Change
+33
Holders Change %
+1.09%
% of All Funds
48.64%
Holding in Top 10
247
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+19.32%
% of All Funds
3.94%
New
160
Increased
1,233
Reduced
1,171
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
2276
Falcon Wealth Planning
California
$517K -$565 -1 -0.1%
GCMG
2277
Gyroscope Capital Management Group
Florida
$517K +$173K +306 +50%
LWM
2278
Lodestone Wealth Management
Washington
$516K +$10.2K +18 +2%
KWM
2279
KFG Wealth Management
Indiana
$516K +$60.5K +107 +13%
DI
2280
DAGCO Inc
Ohio
$516K +$483K +9,208 +1,471%
TWA
2281
Tandem Wealth Advisors
Arizona
$516K -$5.09K -9 -1%
PMG
2282
Private Management Group
California
$516K +$44.6K +79 +9%
SIC
2283
SJS Investment Consulting
Ohio
$515K +$565 +1 +0.1%
SL
2284
Salomon & Ludwin
Virginia
$515K
WE
2285
Wealth Effects
Massachusetts
$513K -$3.95K -7 -0.8%
CMP
2286
Courage Miller Partners
Virginia
$513K
MIC
2287
Meridian Investment Counsel
California
$512K
CANC
2288
Culbertson A N & Co
Virginia
$512K +$35K +62 +7%
EDRH
2289
Edmond de Rothschild Holding
Switzerland
$511K +$60.5K +107 +13%
TI
2290
Truepoint Inc
Ohio
$509K +$509K +900 New
WSC
2291
Wellington Shields & Co
New York
$508K -$42.4K -75 -8%
ITFISA
2292
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$508K
YDMI
2293
Y.D. More Investments
Israel
$508K
GFA
2294
Gallagher Fiduciary Advisors
Illinois
$508K -$608K -1,077 -55%
WPC
2295
White Pine Capital
Minnesota
$506K -$20.9K -37 -4%
LFP
2296
Leeward Financial Partners
Washington
$506K -$7.91K -14 -2%
EA
2297
Echo45 Advisors
California
$505K -$13.6K -24 -3%
MA
2298
Modus Advisors
Minnesota
$502K +$16.4K +29 +3%
PGAM
2299
Princeton Global Asset Management
New Jersey
$502K +$56.5K +100 +13%
VW
2300
Vance Wealth
California
$501K