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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 %
SAS
2376
Stelac Advisory Services
New York
$414K -$59.2K -110 -13%
GA
2377
Goldstein Advisors
Wisconsin
$413K -$17.8K -33 -4%
VCM
2378
Vivaldi Capital Management
Illinois
$413K +$69.5K +129 +20%
WWM
2379
Wolff Wiese Magana
California
$413K +$5.38K +10 +1%
P
2380
&Partners
Tennessee
$411K
CA
2381
Cambridge Advisors
Nebraska
$411K -$46.8K -87 -10%
DOA
2382
D'Orazio & Associates
Virginia
$409K -$49.6K -92 -11%
KFA
2383
Kelleher Financial Advisors
New York
$408K
TIM
2384
Thompson Investment Management
Wisconsin
$406K
WIM
2385
Westside Investment Management
California
$405K +$539 +1 +0.1%
EE
2386
EWG Elevate
California
$403K -$5.38K -10 -1%
JC
2387
JB Capital
Connecticut
$403K +$53.9K +100 +15%
PWP
2388
Phillips Wealth Planners
Mississippi
$402K +$2.15K +4 +0.5%
IF
2389
Insight Folios
North Carolina
$402K +$17.2K +32 +4%
GDP
2390
Great Diamond Partners
Maine
$401K -$17.2K -32 -4%
CD
2391
Chapin Davis
Maryland
$401K +$45.8K +85 +13%
FCM
2392
Firestone Capital Management
Florida
$400K +$1.66K +3 +0.4%
TFO
2393
Tarbox Family Office
California
$400K -$1.08K -2 -0.3%
WC
2394
Weil Company
California
$400K +$53.8K +100 +16%
FA
2395
Fermata Advisors
California
$399K -$636K -1,182 -61%
AIA
2396
AIMZ Investment Advisors
California
$398K
SFP
2397
Sterling Financial Planning
New Jersey
$398K
IIA
2398
IPG Investment Advisors
California
$397K -$674K -1,251 -63%
CWM
2399
CCG Wealth Management
California
$397K -$29.6K -55 -7%
TA
2400
TFB Advisors
Kansas
$397K +$180K +334 +83%