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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 %
MA
2301
Modus Advisors
Minnesota
$463K +$1.08K +2 +0.2%
DA
2302
Dover Advisors
Virginia
$463K -$2.69K -5 -0.6%
GF
2303
Gries Financial
Ohio
$463K -$5.4K -10 -1%
RP
2304
Riverbridge Partners
Minnesota
$461K
BHA
2305
Beech Hill Advisors
New York
$460K
CST
2306
Charles Schwab Trust
Nevada
$459K -$38.3K -75 -8%
SDH
2307
Sloy Dahl & Holst
Washington
$459K -$538 -1 -0.1%
MLL
2308
Moody Lynn & Lieberson
Massachusetts
$458K +$4.85K +9 +1%
QFA
2309
Quantum Financial Advisors
California
$457K
F4L
2310
Fortune 45 LLC
Louisiana
$457K +$9.2K +17 +2%
FG
2311
Foster Group
Iowa
$457K -$4.31K -8 -0.9%
SHWM
2312
Silicon Hills Wealth Management
Texas
$457K +$108K +200 +31%
LCM
2313
Lazari Capital Management
California
$457K +$457K +848 New
BIA
2314
Bigelow Investment Advisors
Maine
$456K
PWW
2315
Pettyjohn Wood & White
Virginia
$456K +$2.69K +5 +0.6%
SMC
2316
Smith, Moore & Co
Missouri
$456K +$47.9K +89 +12%
AP
2317
Advisors Preferred
Maryland
$456K +$456K +842 New
CANC
2318
Culbertson A N & Co
Virginia
$455K
GC
2319
GFG Capital
Florida
$455K +$1.08K +2 +0.2%
CC
2320
Corton Capital
Ontario, Canada
$454K +$538 +1 +0.1%
CGH
2321
CMG Global Holdings
Texas
$454K
AWA
2322
Alaska Wealth Advisors
Alaska
$452K -$124K -231 -22%
SC
2323
Sawyer & Company
Massachusetts
$452K
FCA
2324
FLC Capital Advisors
California
$452K
MIM
2325
Manitou Investment Management
Ontario, Canada
$452K +$378K +702 +512%