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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 %
OL
2401
Owen LaRue
Kentucky
$396K -$440K -813 -53%
AR
2402
Apeiron RIA
Texas
$394K +$2.15K +4 +0.5%
SW
2403
SkyOak Wealth
Michigan
$394K
SNB
2404
Security National Bank
Nebraska
$393K +$43.1K +80 +12%
NRI
2405
NFP Retirement Inc
California
$392K -$53.8K -100 -12%
CAM
2406
Concorde Asset Management
Michigan
$392K +$1.08K +2 +0.3%
MGWM
2407
Marks Group Wealth Management
Minnesota
$392K
BFA
2408
Bill Few Associates
Pennsylvania
$391K -$4.31K -8 -1%
GSC
2409
Grey Street Capital
Illinois
$391K +$41.5K +77 +12%
UWPG
2410
Ullmann Wealth Partners Group
Florida
$391K -$1.62K -3 -0.4%
CA
2411
Commerzbank Aktiengesellschaft
Germany
$391K +$92K +171 +31%
BFO
2412
Biltmore Family Office
North Carolina
$390K -$59.2K -110 -13%
IF
2413
Intrua Financial
Texas
$390K +$54.9K +102 +16%
OFS
2414
OneAscent Financial Services
Alabama
$390K -$16.1K -30 -4%
PW
2415
Peninsula Wealth
California
$389K +$23.2K +43 +6%
WWP
2416
Waypoint Wealth Partners
California
$388K -$13.5K -25 -3%
CA
2417
Crewe Advisors
Utah
$388K +$538 +1 +0.1%
ICP
2418
Interchange Capital Partners
Pennsylvania
$388K +$19.4K +36 +5%
RB
2419
Renasant Bank
Mississippi
$387K -$50.1K -93 -11%
T. Rowe Price Investment Management
2420
T. Rowe Price Investment Management
Maryland
$387K +$387K +718 New
SWM
2421
Selective Wealth Management
Virginia
$387K +$387K +734 New
TLCM
2422
Twin Lakes Capital Management
California
$387K
SDWMA
2423
Schneider Downs Wealth Management Advisors
Pennsylvania
$386K
MAG
2424
MRA Advisory Group
New Jersey
$386K -$74.9K -139 -16%
WIM
2425
Wittenberg Investment Management
Massachusetts
$384K -$94.2K -175 -20%