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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 %
MWA
2551
Martel Wealth Advisors
Washington
$271K
SCM
2552
Stordahl Capital Management
Colorado
$270K
SIS
2553
Sound Income Strategies
Florida
$270K +$10.9K +22 +4%
RA
2554
Rise Advisors
New York
$270K +$1.49K +3 +0.6%
PS
2555
Planned Solutions
California
$269K +$3.48K +7 +1%
KPWG
2556
KFA Private Wealth Group
Virginia
$269K -$14.4K -29 -5%
WIM
2557
Waycross Investment Management
Washington
$269K -$2.49K -5 -0.9%
MIC
2558
Means Investment Company
Maine
$268K +$497 +1 +0.2%
GCA
2559
Gradient Capital Advisors
California
$268K
RS
2560
Retirement Solution
Washington
$267K +$35.8K +72 +15%
CCG
2561
Chatham Capital Group
Georgia
$267K -$29.8K -60 -10%
CHAM
2562
Clear Harbor Asset Management
Connecticut
$267K +$267K +538 New
SOAG
2563
Silver Oak Advisory Group
Oregon
$267K +$496 +1 +0.2%
IIL
2564
Insight Inv LLC
California
$267K
CWP
2565
Concord Wealth Partners
Virginia
$266K -$30.3K -61 -10%
CWA
2566
CM Wealth Advisors
Ohio
$266K +$18.8K +38 +8%
VC
2567
Vicus Capital
Pennsylvania
$265K -$6.46K -13 -2%
CRI
2568
Commonwealth Retirement Investments
Virginia
$265K
JE
2569
JMAC Enterprises
Pennsylvania
$265K +$265K +533 New
UI
2570
Unconventional Investor
New Hampshire
$264K
ODIJL
2571
One Day In July LLC
Vermont
$264K -$137K -276 -34%
CG
2572
Clifford Group
Massachusetts
$262K
WA
2573
Wealthstream Advisors
New York
$262K +$14.9K +30 +6%
KFI
2574
Key Financial Inc
Pennsylvania
$261K +$24.8K +50 +11%
MCIA
2575
Mountain Capital Investment Advisors
Colorado
$261K +$498 +1 +0.2%