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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 %
WF
2676
Whelan Financial
California
$222K
HWM
2677
Howard Wealth Management
Connecticut
$221K +$221K +445 New
NCM
2678
Noesis Capital Mangement
Florida
$220K
HIGP
2679
Hill Investment Group Partners
Missouri
$220K -$1.99K -4 -0.9%
MKA
2680
M. Kulyk & Associates
Georgia
$220K
HWA
2681
HHM Wealth Advisors
Tennessee
$220K +$86K +173 +64%
CC
2682
Cornerstone Capital
California
$220K +$220K +442 New
MCM
2683
Monument Capital Management
Virginia
$219K +$219K +441 New
SCA
2684
Sandy Cove Advisors
Massachusetts
$219K +$219K +441 New
MSWM
2685
McGlone Suttner Wealth Management
Wisconsin
$219K +$219K +440 New
PWA
2686
PCG Wealth Advisors
Kansas
$219K
DPI
2687
Diversified Portfolios Inc
Michigan
$218K -$25.8K -52 -11%
FCMT
2688
Founders Capital Management (Texas)
Texas
$218K
SWM
2689
Seaside Wealth Management
California
$218K +$218K +438 New
JMFC
2690
J.M. Forbes & Co
Massachusetts
$218K +$218K +439 New
BZWA
2691
Blue Zone Wealth Advisors
California
$218K -$71.1K -143 -25%
RC
2692
Reik & Co
New York
$217K +$217K +437 New
SPC
2693
Stewart & Patten Company
California
$217K -$5.97K -12 -3%
PSIWM
2694
Paradigm Strategies in Wealth Management
Minnesota
$217K +$217K +436 New
VFP
2695
Verus Financial Partners
Virginia
$216K
AWM
2696
Accel Wealth Management
Iowa
$216K
E
2697
ETFidea
New York
$215K +$215K +433 New
TIM
2698
Total Investment Management
Arizona
$213K +$213K +429 New
HHRDM
2699
H&H Retirement Design & Management
Nevada
$213K +$497 +1 +0.2%
RFN
2700
RDA Financial Network
Iowa
$211K +$211K +424 New