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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 %
FCA
2326
FLC Capital Advisors
California
$484K +$9.61K +17 +2%
HFS
2327
Howard Financial Services
Texas
$483K +$483K +855 New
BHA
2328
Beech Hill Advisors
New York
$483K
WCFA
2329
Walkner Condon Financial Advisors
Wisconsin
$481K -$2.8M -4,960 -85%
SDH
2330
Sloy Dahl & Holst
Washington
$481K
AT
2331
Arvest Trust
Oklahoma
$481K +$2.26K +4 +0.5%
MLL
2332
Moody Lynn & Lieberson
Massachusetts
$480K
QFA
2333
Quantum Financial Advisors
California
$480K
BIA
2334
Bigelow Investment Advisors
Maine
$479K
WCM
2335
Wedge Capital Management
North Carolina
$477K +$477K +844 New
CGH
2336
CMG Global Holdings
Texas
$476K +$565 +1 +0.1%
BHCM
2337
Brevan Howard Capital Management
Jersey
$476K +$476K +842 New
SC
2338
Sawyer & Company
Massachusetts
$475K
NL
2339
Navalign LLC
California
$475K +$106K +188 +29%
FWM
2340
FFT Wealth Management
Pennsylvania
$475K +$31.1K +55 +7%
LWM
2341
LJI Wealth Management
Indiana
$475K +$35K +62 +8%
F4L
2342
Fortune 45 LLC
Louisiana
$474K -$2.82K -5 -0.6%
EAM
2343
Evanson Asset Management
California
$473K -$36.7K -65 -7%
AR
2344
Advisory Research
Illinois
$473K +$473K +837 New
SPA
2345
Sherbrooke Park Advisers
New York
$473K +$473K +837 New
SIA
2346
Sit Investment Associates
Minnesota
$471K
LCM
2347
Lazari Capital Management
California
$469K -$10.2K -18 -2%
CBT
2348
CoreFirst Bank & Trust
Kansas
$468K -$66.7K -118 -12%
VCM
2349
Virtue Capital Management
Tennessee
$468K
RWP
2350
Revolve Wealth Partners
New Jersey
$467K +$24.9K +44 +6%