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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 %
KWM
2351
KFG Wealth Management
Indiana
$434K +$156K +290 +56%
FAM
2352
Formidable Asset Management
Ohio
$431K
NRG
2353
Nemes Rush Group
Michigan
$431K +$431K +800 New
FP
2354
Financial Perspectives
Minnesota
$430K
CP
2355
Camelot Portfolios
Ohio
$430K +$430K +798 New
EDRH
2356
Edmond de Rothschild Holding
Switzerland
$430K -$245K -455 -36%
LWM
2357
Liberty Wealth Management
California
$429K -$598K -1,110 -58%
LF
2358
Lee Financial
Texas
$427K -$178K -330 -29%
PAM
2359
Palisade Asset Management
Minnesota
$426K -$16.2K -30 -4%
CCM
2360
Chickasaw Capital Management
Tennessee
$425K
FWM
2361
Fairhaven Wealth Management
Illinois
$425K +$425K +789 New
PGAM
2362
Princeton Global Asset Management
New Jersey
$425K -$53.3K -99 -11%
DWA
2363
Delap Wealth Advisory
Oregon
$423K -$1.08K -2 -0.3%
TC
2364
Trust Company
Kansas
$423K -$351K -652 -45%
FWM
2365
FFT Wealth Management
Pennsylvania
$423K +$10.8K +20 +3%
TFGT
2366
TS Financial Group (TSFG)
Illinois
$422K +$539 +1 +0.1%
RWP
2367
Revolve Wealth Partners
New Jersey
$422K +$32.3K +60 +8%
OWM
2368
OneAscent Wealth Management
Alabama
$421K +$22.6K +42 +6%
GA
2369
GFS Advisors
Texas
$420K +$53.8K +100 +15%
LWM
2370
LJI Wealth Management
Indiana
$419K -$4.31K -8 -1%
SW
2371
SMART Wealth
Nebraska
$419K +$1.08K +2 +0.3%
BAM
2372
Blueshift Asset Management
New Jersey
$418K +$418K +776 New
HCM
2373
Howard Capital Management
Georgia
$416K
IAG
2374
Investmark Advisory Group
Connecticut
$416K -$15.6K -29 -4%
OCM
2375
Osterweis Capital Management
California
$415K -$70K -130 -14%