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Costco

2,918 hedge funds and large institutions have $149B invested in Costco in 2023 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 1,246 increasing their positions, 1,077 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,918
Holders Change
+2
Holders Change %
+0.07%
% of All Funds
46.7%
Holding in Top 10
203
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+12.15%
% of All Funds
3.25%
New
193
Increased
1,246
Reduced
1,077
Closed
129
Calls
$3.15B
Puts
$4.02B
Net Calls
-$870M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
2476
Blossom Wealth Management
California
$309K +$21.4K +43 +7%
FFBTD
2477
First Financial Bank - Trust Division
Ohio
$309K +$1.49K +3 +0.5%
LCC
2478
Lincoln Capital Corp
Rhode Island
$308K -$27.8K -56 -8%
PAMG
2479
Patton Albertson Miller Group
Tennessee
$308K
BAM
2480
BOS Asset Management
Illinois
$308K +$2.48K +5 +0.8%
IIM
2481
InTrack Investment Management
Vermont
$307K +$3.98K +8 +1%
WRPWM
2482
Werba Rubin Papier Wealth Management
California
$307K +$2.98K +6 +1%
LCWP
2483
Legacy Capital Wealth Partners
Arkansas
$306K +$306K +616 New
MCI
2484
MRP Capital Investments
Georgia
$303K
WHC
2485
Wulff, Hansen & Co
California
$303K
IWA
2486
IBEX Wealth Advisors
New Jersey
$302K -$54.2K -109 -15%
PCA
2487
Prosperity Capital Advisors
Ohio
$302K +$8.94K +18 +3%
IBOK
2488
Independence Bank of Kentucky
Kentucky
$302K
MWM
2489
Meritas Wealth Management
California
$298K
BDWCC
2490
B&D White Capital Company
Texas
$298K -$2.58M -5,200 -90%
CWP
2491
Curated Wealth Partners
California
$298K -$1.49K -3 -0.5%
WFS
2492
Widmann Financial Services
Maryland
$297K -$4.97K -10 -2%
ACM
2493
AUA Capital Management
Pennsylvania
$297K
CWG
2494
Crown Wealth Group
North Carolina
$296K +$34.3K +69 +13%
UIA
2495
Ulland Investment Advisors
Minnesota
$296K
TSWM
2496
Triangle Securities Wealth Management
North Carolina
$296K +$1.99K +4 +0.7%
AWM
2497
Accurate Wealth Management
Florida
$295K +$99.3K +201 +51%
BMD
2498
Better Money Decisions
New Mexico
$294K -$7.95K -16 -3%
BB
2499
Bell Bank
North Dakota
$294K +$30.3K +61 +12%
ECM
2500
Ensemble Capital Management
California
$293K