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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 %
TSWM
2451
Tyler-Stone Wealth Management
Ohio
$372K +$372K +691 New
AFM
2452
Abbot Financial Management
Massachusetts
$372K -$12.4K -23 -3%
B
2453
Bridgeworth
Alabama
$372K +$67.3K +125 +22%
AAM
2454
Aureus Asset Management
Massachusetts
$372K
IWM
2455
Integris Wealth Management
California
$370K -$26.4K -49 -7%
SFP
2456
Sandbox Financial Partners
Maryland
$369K +$5.39K +10 +1%
CPW
2457
Catalyst Private Wealth
California
$369K -$2.69K -5 -0.7%
LBC
2458
Lowe Brockenbrough & Co
Virginia
$368K
EGA
2459
Eagle Global Advisors
Texas
$368K
WG
2460
Winton Group
United Kingdom
$367K -$516K -959 -58%
AHB
2461
Abner Herrman & Brock
New Jersey
$367K +$3.23K +6 +0.9%
ACA
2462
Affinity Capital Advisors
California
$366K +$22.1K +41 +6%
CCP
2463
Carmel Capital Partners
California
$365K -$432K -802 -54%
WP
2464
WealthShield Partners
North Carolina
$365K +$106K +197 +41%
MWM
2465
Marion Wealth Management
Pennsylvania
$364K +$66.7K +124 +22%
SFM
2466
Signet Financial Management
New Jersey
$364K +$539 +1 +0.1%
AIM
2467
Allen Investment Management
New York
$363K
UW
2468
Unique Wealth
Florida
$362K +$4.31K +8 +1%
BIP
2469
Blueprint Investment Partners
North Carolina
$362K +$362K +672 New
CBTWT
2470
Community Bank & Trust (Waco, Texas)
Texas
$361K -$1.62K -3 -0.4%
HHAM
2471
HITE Hedge Asset Management
Massachusetts
$361K
XT
2472
XTX Topco
Cayman Islands
$359K +$359K +667 New
OBWG
2473
Onyx Bridge Wealth Group
New York
$357K +$16.7K +31 +5%
HCP
2474
Holt Capital Partners
Texas
$356K -$214K -397 -37%
TIP
2475
Torray Investment Partners
Maryland
$356K