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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 %
OWM
2401
OneAscent Wealth Management
Alabama
$427K -$14.7K -26 -3%
PW
2402
Peninsula Wealth
California
$427K +$27.1K +49 +7%
CBTWT
2403
Community Bank & Trust (Waco, Texas)
Texas
$426K +$110K +233 +35%
FM
2404
Family Management
New York
$426K -$112K -198 -21%
CCG
2405
Coastwise Capital Group
California
$426K -$90.4K -160 -18%
GDP
2406
Great Diamond Partners
Maine
$426K +$5.09K +9 +1%
PAM
2407
Palisade Asset Management
Minnesota
$425K -$22K -39 -5%
SW
2408
SkyOak Wealth
Michigan
$424K +$10.7K +19 +3%
ACM
2409
AUA Capital Management
Pennsylvania
$424K +$85.9K +152 +25%
AR
2410
Apeiron RIA
Texas
$424K +$10.2K +18 +2%
CA
2411
Cambridge Advisors
Nebraska
$423K -$8.47K -15 -2%
WWM
2412
Wolff Wiese Magana
California
$422K -$11.3K -20 -3%
TIM
2413
Thompson Investment Management
Wisconsin
$421K -$5.65K -10 -1%
CD
2414
Chapin Davis
Maryland
$420K
TFO
2415
Tarbox Family Office
California
$420K +$565 +1 +0.1%
WC
2416
Weil Company
California
$420K
WIM
2417
Westside Investment Management
California
$419K -$5.65K -10 -1%
AIA
2418
AIMZ Investment Advisors
California
$418K
SFP
2419
Sterling Financial Planning
New Jersey
$418K
IF
2420
Insight Folios
North Carolina
$417K -$4.52K -8 -1%
IAG
2421
Investmark Advisory Group
Connecticut
$417K -$18.6K -33 -4%
IF
2422
Integrity Financial
Wyoming
$416K +$16.9K +30 +4%
SWM
2423
Selective Wealth Management
Virginia
$416K -$4K -7 -1%
SNB
2424
Security National Bank
Nebraska
$415K
GF
2425
Gries Financial
Ohio
$415K -$68.9K -122 -14%