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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 %
HW
2526
Hamilton Wealth
California
$280K +$9.94K +20 +4%
YWS
2527
Yarger Wealth Strategies
Ohio
$280K +$497 +1 +0.2%
FFA
2528
Fi3 Financial Advisors
Indiana
$280K +$41.7K +84 +18%
PHS
2529
Pekin Hardy Strauss
Illinois
$279K -$16.9K -34 -6%
THL
2530
Tillman Hartley LLC
Colorado
$279K
CCM
2531
Canal Capital Management
Virginia
$278K -$1.49K -3 -0.5%
AF
2532
Affiance Financial
Minnesota
$277K
MAA
2533
Matrix Asset Advisors
New York
$276K +$276K +556 New
FFA
2534
Fragasso Financial Advisors
Pennsylvania
$276K +$496 +1 +0.2%
CA
2535
Commerzbank Aktiengesellschaft
Germany
$276K
FAFN
2536
First Affirmative Financial Network
Colorado
$276K +$5.96K +12 +2%
DI
2537
Diligent Investors
California
$275K +$15.4K +31 +6%
SIC
2538
Samalin Investment Counsel
New York
$275K +$497 +1 +0.2%
KIC
2539
Kensington Investment Counsel
California
$275K -$24.8K -50 -8%
TWM
2540
Thrive Wealth Management
Pennsylvania
$274K +$49.2K +99 +22%
MWM
2541
Marion Wealth Management
Pennsylvania
$274K +$33.8K +68 +14%
NEWAS
2542
N.E.W. Advisory Services
Wisconsin
$274K +$9.45K +19 +4%
APWA
2543
Atlas Private Wealth Advisors
New Jersey
$274K
CCA
2544
Childress Capital Advisors
Texas
$274K -$556K -1,120 -67%
AAM
2545
American Asset Management
Florida
$273K
BAM
2546
Baldrige Asset Management
Pennsylvania
$273K -$25.4K -51 -9%
CCA
2547
Cottonwood Capital Advisors
Utah
$272K +$2.48K +5 +0.9%
AIA
2548
Acute Investment Advisory
Arizona
$272K
CRIG
2549
Charter Research & Investment Group
Connecticut
$272K
WMA
2550
West Michigan Advisors
Michigan
$272K +$13.9K +28 +5%