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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 %
WCM
2751
Wunderlich Capital Managemnt
Tennessee
$174K -$74.6K -150 -30%
TF
2752
TimeScale Financial
Massachusetts
$174K +$63K +127 +57%
TC
2753
Tacita Capital
Ontario, Canada
$171K
SFG
2754
Steward Financial Group
Texas
$171K +$27.7K +56 +19%
CIA
2755
Cascade Investment Advisors
Oregon
$169K +$169K +340 New
FFC
2756
First Financial Corp
Indiana
$167K
NL
2757
NKCFO LLC
Illinois
$166K
CMP
2758
Coston McIsaac & Partners
Maine
$166K +$51.2K +103 +45%
CAC
2759
Core Alternative Capital
Georgia
$165K +$31.3K +63 +24%
CMBA
2760
C.M. Bidwell & Associates
Hawaii
$164K
KFP
2761
KB Financial Partners
New Jersey
$159K +$20.8K +42 +15%
SWA
2762
Sutton Wealth Advisors
Florida
$157K -$191K -385 -55%
PA
2763
PSI Advisors
Florida
$157K +$110K +222 +239%
JSAM
2764
J. Safra Asset Management
New York
$152K -$130K -261 -46%
GC
2765
Gould Capital
Washington
$149K
AWM
2766
Abound Wealth Management
Tennessee
$146K +$4.97K +10 +4%
AI
2767
AXS Investments
New York
$146K +$7.45K +15 +5%
CMA
2768
Cedar Mountain Advisors
Oregon
$145K
PK
2769
Pflug Koory
Nebraska
$145K
AAP
2770
Arax Advisory Partners
Colorado
$142K +$2.98K +6 +2%
SWA
2771
SOA Wealth Advisors
New York
$139K
IWP
2772
IAG Wealth Partners
Wisconsin
$130K +$37.3K +75 +40%
MS
2773
Mizuho Securities
Japan
$129K +$99.4K +200 +333%
CCA
2774
Catalyst Capital Advisors
New York
$128K -$43.7K -88 -25%
VIA
2775
Virtus Investment Advisers
Connecticut
$127K -$50.2K -101 -28%