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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 %
VW
2301
Vantage Wealth
California
$500K
MW
2302
Marcum Wealth
Ohio
$499K +$11.3K +20 +2%
MIS
2303
Morningstar Investment Services
Illinois
$499K +$88.8K +156 +22%
KA
2304
Kure Advisory
Minnesota
$499K +$499K +883 New
NFC
2305
Northeast Financial Consultants
Connecticut
$498K
BHPW
2306
Beverly Hills Private Wealth
California
$498K +$19.2K +34 +4%
FNBTCON
2307
First National Bank & Trust Co of Newtown
Pennsylvania
$498K
PEA
2308
Park Edge Advisors
Ohio
$497K -$2.83K -5 -0.6%
EFSCE
2309
Enterprise Financial Services Corp (EFSC)
Missouri
$496K -$30.5K -54 -6%
AWG
2310
Altus Wealth Group
Colorado
$495K -$8.47K -15 -2%
CWC
2311
Carolinas Wealth Consulting
North Carolina
$495K -$6.49K -116 -1%
OL
2312
Owen LaRue
Kentucky
$494K +$80.8K +143 +20%
SMC
2313
Smith, Moore & Co
Missouri
$494K +$16.4K +29 +3%
PFA
2314
Pettinga Financial Advisors
Indiana
$494K +$565 +1 +0.1%
GC
2315
GFG Capital
Florida
$493K +$15.8K +28 +3%
PCFFS
2316
Pacific Center for Financial Services
California
$492K +$565 +1 +0.1%
HCM
2317
Harvey Capital Management
Florida
$492K -$16.9K -30 -3%
DIA
2318
Davidson Investment Advisors
Montana
$491K +$96K +170 +24%
MCM
2319
Monarch Capital Management
Indiana
$490K
CAM
2320
Cidel Asset Management
Ontario, Canada
$489K
PCM
2321
Poehling Capital Management
Wisconsin
$487K
TIP
2322
Torray Investment Partners
Maryland
$487K +$113K +200 +30%
DA
2323
Dover Advisors
Virginia
$485K
BFWA
2324
Benchmark Financial Wealth Advisors
Florida
$484K -$11.3K -20 -2%
RP
2325
Riverbridge Partners
Minnesota
$484K