COST icon

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 %
OTL
2726
Oak Thistle LLC
New York
$204K -$174K -350 -46%
BSI
2727
Bennett Selby Investments
Maine
$204K -$27.3K -55 -12%
LRIC
2728
Long Road Investment Counsel
Michigan
$203K -$264K -530 -57%
GWM
2729
Gray Wealth Management
Maine
$203K +$203K +408 New
LCM
2730
Lewis Capital Management
California
$202K +$202K +407 New
HWM
2731
HighMark Wealth Management
Minnesota
$202K +$2.98K +6 +1%
APW
2732
Austin Private Wealth
Texas
$202K +$202K +406 New
RPGK
2733
Retirement Planning Group (Kansas)
Kansas
$201K +$201K +404 New
MFP
2734
Meridian Financial Partners
Virginia
$201K +$201K +405 New
EBA
2735
Eagle Bay Advisors
New York
$201K -$11.4K -23 -5%
TA
2736
TFB Advisors
Kansas
$200K +$200K +403 New
GAM
2737
Garrison Asset Management
Arkansas
$200K +$200K +403 New
JGIA
2738
Jackson Grant Investment Advisers
Connecticut
$200K +$9.94K +20 +5%
HF
2739
Halpern Financial
Virginia
$199K
GFWA
2740
Grey Fox Wealth Advisors
Delaware
$197K +$2.48K +5 +1%
SIM
2741
Studio Investment Management
Illinois
$193K -$33.3K -67 -15%
FMP
2742
Financial Management Professionals
Texas
$190K +$112K +225 +142%
CAM
2743
Capco Asset Management
Florida
$189K
LJHT
2744
Laurie J. Hall Trustee
$188K +$30.3K +61 +19%
VNA
2745
Valley National Advisers
Pennsylvania
$187K +$4.09K +8 +2%
JFA
2746
JNBA Financial Advisors
Minnesota
$186K -$10.4K -21 -5%
UCB
2747
United Community Bank
South Carolina
$185K -$92.4K -186 -33%
Commonwealth Equity Services
2748
Commonwealth Equity Services
Massachusetts
$181K +$5.27K +10,614 +3%
ECM
2749
Elgethun Capital Management
South Dakota
$180K
CC
2750
Centiva Capital
New York
$177K -$2.98M -5,990 -94%