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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 %
EWA
2501
Evolution Wealth Advisors
Florida
$293K +$29.8K +60 +11%
PCMC
2502
Private Capital Management (Colorado)
Colorado
$293K +$293K +589 New
PFM
2503
Peak Financial Management
Massachusetts
$291K
CYG
2504
Clean Yield Group
Vermont
$291K -$27.8K -56 -9%
VPP
2505
Vertex Planning Partners
Illinois
$290K -$124K -250 -30%
MIA
2506
MainStreet Investment Advisors
Illinois
$290K -$14.4K -29 -5%
CA
2507
Callahan Advisors
Texas
$289K
EIG
2508
Ellenbecker Investment Group
Wisconsin
$289K +$5.46K +11 +2%
NDSI
2509
Newman Dignan & Sheerar Inc
Rhode Island
$289K +$5.46K +11 +2%
SFG
2510
Sather Financial Group
Texas
$289K
SB
2511
Sunflower Bank
Texas
$288K -$43.7K -88 -13%
TS
2512
Tamar Securities
California
$288K -$558K -1,123 -66%
AC
2513
Asio Capital
Kentucky
$287K +$49.7K +100 +21%
DWMS
2514
Dominguez Wealth Management Solutions
Virginia
$285K
TBWA
2515
Three Bridge Wealth Advisors
California
$285K
MPM
2516
Meritage Portfolio Management
Kansas
$285K -$4.47K -9 -2%
GSIAS
2517
Garden State Investment Advisory Services
New Jersey
$284K +$18.9K +38 +7%
MAC
2518
Mason & Associates (California)
California
$284K +$6.46K +13 +2%
IFO
2519
Independent Family Office
New York
$283K
GA
2520
GoalVest Advisory
New York
$282K -$13.9K -28 -5%
CWA
2521
Core Wealth Advisors
Florida
$281K +$4.97K +10 +2%
TA
2522
Townsend & Associates
Colorado
$281K +$281K +558 New
B
2523
Bridgeworth
Alabama
$281K +$7.45K +15 +3%
LS
2524
Livforsakringsbolaget Skandia
Sweden
$281K
SFWC
2525
Strategic Family Wealth Counselors
New Jersey
$280K +$280K +564 New