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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 %
TIAM2
2701
Tru Independence Asset Management 2
Oregon
$211K +$211K +424 New
WA
2702
Waddell & Associates
Tennessee
$210K +$210K +423 New
CFAM
2703
Coury Firm Asset Management
Pennsylvania
$210K +$210K +422 New
NRD
2704
Nebula Research & Development
New York
$210K +$210K +422 New
AAMC
2705
Asset Allocation & Management Company
Illinois
$209K -$259K -520 -55%
CP
2706
Covenant Partners
Tennessee
$209K -$272K -547 -57%
HKIMG
2707
Hutchens & Kramer Investment Management Group
Indiana
$209K -$18.4K -37 -8%
OPOWM
2708
One Plus One Wealth Management
Florida
$209K +$209K +420 New
FNB
2709
Farmers National Bank
Kentucky
$208K +$208K +419 New
LAM
2710
LifePro Asset Management
California
$208K
CNWM
2711
Clay Northam Wealth Management
California
$208K +$208K +418 New
GPA
2712
Guerra Pan Advisors
New Jersey
$207K +$207K +417 New
PWP
2713
Pursue Wealth Partners
California
$207K +$207K +417 New
BMC
2714
Beaton Management Company
Massachusetts
$207K
WFA
2715
WMG Financial Advisors
Tennessee
$206K +$206K +365 New
WAM
2716
WNY Asset Management
New York
$206K +$206K +414 New
OLA
2717
Oliver Luxxe Assets
New Jersey
$206K -$3.12M -6,283 -94%
FBC
2718
Fairfield, Bush & Co
Connecticut
$205K +$205K +413 New
RAM
2719
Riggs Asset Management
Pennsylvania
$205K
AWP
2720
Accretive Wealth Partners
New Jersey
$205K +$205K +413 New
WFM
2721
Wolff Financial Management
Michigan
$205K +$205K +413 New
4WM
2722
4J Wealth Management
Virginia
$205K +$205K +412 New
PAIM
2723
Punch & Associates Investment Management
Minnesota
$204K +$204K +411 New
UBV
2724
United Bank (Virginia)
Virginia
$204K +$204K +411 New
CAMV
2725
Concord Asset Management (Virginia)
Virginia
$204K +$204K +410 New