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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 %
OIM
2626
Oder Investment Management
California
$242K -$49.2K -99 -17%
PFA
2627
Petra Financial Advisors
Colorado
$240K
LA
2628
Lynch & Associates
Indiana
$239K +$12.4K +25 +5%
GM
2629
GeoWealth Management
Illinois
$239K -$332K -668 -58%
WP
2630
WealthShield Partners
North Carolina
$238K +$12.4K +25 +5%
NIMI
2631
Natixis Investment Managers International
France
$238K -$113K -228 -32%
FCIM
2632
Fairview Capital Investment Management
California
$238K
HNW
2633
High Note Wealth
Minnesota
$238K
FNBTCON
2634
First National Bank & Trust Co of Newtown
Pennsylvania
$237K
PFA
2635
Pathway Financial Advisers
Indiana
$236K +$43.9K +88 +23%
MIS
2636
Morningstar Investment Services
Illinois
$236K +$236K +480 New
GC
2637
Gibson Capital
Pennsylvania
$236K
AIP
2638
Almanack Investment Partners
Pennsylvania
$235K +$1.49K +3 +0.6%
EC
2639
EdgeRock Capital
Colorado
$235K +$235K +473 New
CCMI
2640
Creative Capital Management Investments
California
$235K +$87.4K +176 +59%
AO
2641
Advisor OS
Illinois
$234K -$68.6K -138 -23%
DI
2642
DAGCO Inc
Ohio
$234K +$8.76K +23 +4%
SEP
2643
Southland Equity Partners
Missouri
$233K +$5.97K +12 +3%
GCA
2644
Greenwood Capital Associates
South Carolina
$233K +$233K +469 New
HG
2645
Harbor Group
New Hampshire
$232K +$232K +467 New
CCA
2646
Column Capital Advisors
Indiana
$232K +$26.8K +54 +13%
LC
2647
Landaas & Company
Wisconsin
$231K
EWP
2648
Elevation Wealth Partners
California
$231K +$231K +464 New
AA
2649
AlphaQ Advisors
Florida
$230K -$42.2K -85 -16%
SHJ
2650
Sharkey, Howes & Javer
Colorado
$230K