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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 %
SAM
2576
Secure Asset Management
Michigan
$261K -$15.4K -31 -6%
CWA
2577
Centennial Wealth Advisory
Michigan
$260K
AWP
2578
Ascent Wealth Partners
New York
$259K -$994 -2 -0.4%
WCFA
2579
Walkner Condon Financial Advisors
Wisconsin
$259K +$18.4K +37 +8%
DWMG
2580
DB Wealth Management Group
California
$259K
W
2581
Wealthquest
Ohio
$258K -$9.94K -20 -4%
CIC
2582
Cornercap Investment Counsel
Georgia
$258K
KWM
2583
KFG Wealth Management
Indiana
$257K +$257K +517 New
WLPWM
2584
Walled Lake Planning & Wealth Management
Illinois
$257K +$257K +517 New
BFG
2585
Beacon Financial Group
Texas
$257K -$47.4K -96 -16%
JBA
2586
Johnson Bixby & Associates
Washington
$256K -$2.98K -6 -1%
TA
2587
Tactive Advisors
Florida
$256K +$256K +514 New
PWS
2588
Paragon Wealth Strategies
Florida
$256K
AIM
2589
Acropolis Investment Management
Missouri
$255K +$5.47K +11 +2%
MA
2590
MAS Advisors
Florida
$255K -$49.2K -99 -16%
V
2591
ViaWealth
Kansas
$254K +$25.3K +51 +11%
GAG
2592
Goodman Advisory Group
Massachusetts
$254K
NWA
2593
New World Advisors
Massachusetts
$254K +$254K +511 New
RA
2594
Rodgers & Associates
Pennsylvania
$254K
ES
2595
ETF Store
Kansas
$254K +$503 +1 +0.2%
SWM
2596
Seed Wealth Management
Illinois
$253K
OFG
2597
Omega Financial Group
California
$252K -$9.44K -19 -4%
TC
2598
Truvestments Capital
Florida
$251K -$5.47K -11 -2%
SWA
2599
Sax Wealth Advisors
New Jersey
$251K -$46.7K -94 -16%
CNAM
2600
Campbell Newman Asset Management
Wisconsin
$251K