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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 %
MTC
2651
McDaniel Terry & Co
Texas
$229K
FF
2652
Friedenthal Financial
New Jersey
$229K +$497 +1 +0.2%
BIP
2653
Blue Investment Partners
California
$229K
HC
2654
Hamilton Capital
Ohio
$229K +$229K +460 New
BP
2655
BBR Partners
New York
$228K +$228K +459 New
AWC
2656
Abundance Wealth Counselors
Pennsylvania
$228K -$7.47K -15 -3%
PGA
2657
Portland Global Advisors
Maine
$228K
SDAM
2658
Shulman DeMeo Asset Management
New York
$228K -$1.49K -3 -0.7%
PWM
2659
Prosperity Wealth Management
California
$228K +$228K +458 New
SCM
2660
Stonehearth Capital Management
Massachusetts
$227K -$3.98K -8 -2%
BCM
2661
Bourgeon Capital Management
Connecticut
$227K
HIG
2662
Heritage Investment Group
Florida
$226K +$226K +455 New
CWM
2663
Curi Wealth Management
North Carolina
$226K -$161K -324 -42%
RCG
2664
Rock Creek Group
District of Columbia
$225K +$225K +453 New
BFG
2665
Barber Financial Group
Kansas
$225K +$994 +2 +0.4%
AIA
2666
Allied Investment Advisors
Montana
$225K
AWAP
2667
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$224K -$7.95K -16 -3%
DI
2668
DDFG Inc
California
$224K
PAG
2669
Paladin Advisory Group
Iowa
$224K +$224K +451 New
CCM
2670
Compass Capital Management
Minnesota
$224K +$224K +450 New
SFG
2671
Summit Financial Group
West Virginia
$224K
LCM
2672
LVM Capital Management
Michigan
$223K
RWM
2673
RBA Wealth Management
California
$222K +$2.49K +5 +1%
VBWMG
2674
Von Berge Wealth Management Group
California
$222K
SC
2675
Sonen Capital
California
$222K