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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 %
CWP
2326
Concord Wealth Partners
Virginia
$450K +$162K +300 +56%
PMG
2327
Private Management Group
California
$449K +$2.15K +4 +0.5%
VCM
2328
Vigilant Capital Management
Maine
$449K +$39.8K +74 +10%
Capstone Investment Advisors
2329
Capstone Investment Advisors
New York
$448K +$441K +819 +5,850%
SIA
2330
Sit Investment Associates
Minnesota
$448K
CC
2331
Callan Capital
California
$445K -$98K -182 -18%
AWA
2332
AmeriServ Wealth Advisors
Pennsylvania
$445K +$538 +1 +0.1%
ESCM
2333
Echo Street Capital Management
New York
$444K +$444K +825 New
LA
2334
LVW Advisors
New York
$444K +$1.61K +3 +0.4%
EA
2335
Eclectic Associates
California
$442K +$8.61K +16 +2%
EB
2336
Exchange Bank
California
$442K +$442K +821 New
HI
2337
Hendershot Investments
Virginia
$442K -$6.46K -12 -1%
RCWM
2338
Royal Capital Wealth Management
Indiana
$442K
MKC
2339
M. Kraus & Co
Vermont
$441K -$5.38K -10 -1%
WBCM
2340
Wilson & Boucher Capital Management
California
$441K -$4.85K -9 -1%
BCM
2341
Boltwood Capital Management
California
$441K +$1.62K +3 +0.4%
CCT
2342
Chemung Canal Trust
New York
$439K
ACH
2343
ArrowMark Colorado Holdings
Colorado
$438K
SCP
2344
Seizert Capital Partners
Michigan
$438K
KIG
2345
Kowal Investment Group
Wisconsin
$438K +$22.1K +41 +5%
CBA
2346
Coastal Bridge Advisors
Connecticut
$437K
VC
2347
Veery Capital
Delaware
$437K +$10.2K +19 +2%
VST
2348
Van Strum & Towne
California
$437K +$538 +1 +0.1%
HP
2349
Hyperion Partners
Pennsylvania
$437K -$12.9K -24 -3%
WAM
2350
Weinberger Asset Management
California
$437K +$3.23K +6 +0.7%