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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 %
MIS
2426
Morningstar Investment Services
Illinois
$384K +$128K +241 +50%
WFMPM
2427
Woodley Farra Manion Portfolio Management
Indiana
$384K -$24.2K -45 -6%
WMA
2428
West Michigan Advisors
Michigan
$384K +$89.3K +166 +30%
JWM
2429
Janiczek Wealth Management
Colorado
$384K -$13.5K -25 -3%
CFG
2430
Carr Financial Group
Massachusetts
$383K
LDB
2431
Lee, Danner & Bass
Tennessee
$383K +$14K +26 +4%
MHR
2432
Matthew Hamilton Rosenberg
$383K -$56.5K -105 -13%
PA
2433
Parkside Advisors
California
$383K
BWM
2434
Blossom Wealth Management
California
$382K +$47.4K +88 +14%
BCP
2435
Berkeley Capital Partners
Georgia
$381K -$10.8K -20 -3%
AF
2436
Apexium Financial
Texas
$381K +$8.08K +15 +2%
IF
2437
Integrity Financial
Wyoming
$380K -$44.7K -83 -11%
FCCM
2438
First City Capital Management
Georgia
$377K
AFG
2439
Altiora Financial Group
Ohio
$377K
MIM
2440
Merrion Investment Management
New Jersey
$377K
DIA
2441
Davidson Investment Advisors
Montana
$376K
VC
2442
Veracity Capital
Georgia
$376K +$22.1K +41 +6%
MAM
2443
Meeder Asset Management
Ohio
$376K -$834K -1,550 -69%
Cohen & Steers
2444
Cohen & Steers
New York
$375K
TW
2445
Towerpoint Wealth
California
$375K +$10.2K +19 +3%
MCA
2446
Magnolia Capital Advisors
Mississippi
$374K -$538 -1 -0.1%
IWA
2447
Intercontinental Wealth Advisors
Texas
$373K +$1.08K +2 +0.3%
WAM
2448
Winslow Asset Management
Ohio
$373K
FBA
2449
Front Barnett Associates
Illinois
$373K
PWS
2450
Paragon Wealth Strategies
Florida
$373K +$96.3K +179 +35%