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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 %
SI
2601
Saxon Interests
Texas
$251K +$251K +505 New
MS
2602
Madden Securities
Texas
$250K +$496 +1 +0.2%
PWS
2603
Private Wealth Strategies
Ohio
$249K +$10.4K +21 +4%
CWG
2604
Cornerstone Wealth Group
North Carolina
$249K +$249K +501 New
HCM
2605
HMS Capital Management
Tennessee
$249K -$45.2K -91 -15%
SCP
2606
Syntal Capital Partners
Texas
$248K
AC
2607
Avenir Corporation
Virginia
$248K
PFC
2608
Poplar Forest Capital
California
$248K
SA
2609
Sicart Associates
New York
$248K
VWA
2610
VERITY Wealth Advisors
United States
$248K
CAIMH
2611
Central Asset Investments & Management Holdings
Hong Kong
$248K +$248K +500 New
PIM
2612
Provident Investment Management
Michigan
$248K +$248K +500 New
BWM
2613
Baystate Wealth Management
Massachusetts
$248K +$4.97K +10 +2%
AGA
2614
Arkos Global Advisors
Texas
$248K
JWM
2615
Jeppson Wealth Management
California
$247K -$14.9K -30 -6%
SCA
2616
Stonebridge Capital Advisors
Minnesota
$247K +$10.9K +22 +5%
JLBC
2617
J.L. Bainbridge & Co
Florida
$247K
PP
2618
PrairieView Partners
Minnesota
$247K +$496 +1 +0.2%
BHWM
2619
Beaird Harris Wealth Management
Texas
$247K -$35.7K -72 -13%
GWM
2620
Greenhouse Wealth Management
Connecticut
$247K +$496 +1 +0.2%
GHAM
2621
Gilman Hill Asset Management
Connecticut
$244K -$47.2K -95 -16%
PCM
2622
Penserra Capital Management
California
$244K -$5.44K -11 -2%
SGWM
2623
Sterling Group Wealth Management
California
$244K +$244K +491 New
CS
2624
Crescent Sterling
Louisiana
$243K +$243K +490 New
SWAG
2625
Spectrum Wealth Advisory Group
California
$243K