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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 %
EA
2351
Eclectic Associates
California
$467K +$2.83K +5 +0.6%
WAM
2352
Weinberger Asset Management
California
$465K +$6.78K +12 +1%
KIG
2353
Kowal Investment Group
Wisconsin
$465K +$5.65K +10 +1%
JWM
2354
Janiczek Wealth Management
Colorado
$464K +$61.6K +109 +15%
LF
2355
Lee Financial
Texas
$464K +$15.8K +28 +4%
EB
2356
Exchange Bank
California
$464K
MKC
2357
M. Kraus & Co
Vermont
$463K
WBCM
2358
Wilson & Boucher Capital Management
California
$463K
TA
2359
TFB Advisors
Kansas
$461K +$44.6K +79 +11%
OFS
2360
OneAscent Financial Services
Alabama
$461K +$51.9K +92 +13%
AFG
2361
Altiora Financial Group
Ohio
$460K +$65K +115 +16%
ACH
2362
ArrowMark Colorado Holdings
Colorado
$460K
SCP
2363
Seizert Capital Partners
Michigan
$459K
CPA
2364
Capital Performance Advisors
California
$459K +$242K +428 +111%
VC
2365
Veery Capital
Delaware
$459K
VST
2366
Van Strum & Towne
California
$459K
HP
2367
Hyperion Partners
Pennsylvania
$458K
AWM
2368
Abound Wealth Management
Tennessee
$458K +$272K +482 +147%
OPA
2369
Old Port Advisors
Maine
$457K +$457K +808 New
MAG
2370
MRA Advisory Group
New Jersey
$456K +$50.9K +90 +13%
VCM
2371
Vivaldi Capital Management
Illinois
$454K +$20.9K +37 +5%
FAM
2372
Formidable Asset Management
Ohio
$452K
RA
2373
Riversedge Advisors
Delaware
$452K +$100K +177 +28%
PC
2374
Permanens Capital
New York
$452K +$452K +800 New
FP
2375
Financial Perspectives
Minnesota
$451K