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 %
RG
2776
Retirement Group
California
$123K +$41.7K +84 +51%
KHC
2777
Koesten Hirschmann & Crabtree
Kansas
$123K -$11.9K -24 -9%
PCA
2778
Providence Capital Advisors
North Carolina
$121K -$994 -2 -0.8%
KFS
2779
Kelly Financial Services
Massachusetts
$119K -$497 -1 -0.4%
GCM
2780
Gables Capital Management
Florida
$118K
RI
2781
Ridgewood Investments
New Jersey
$117K +$117K +236 New
SC
2782
Stephens Consulting
Michigan
$117K
VCM
2783
Versant Capital Management
Arizona
$115K -$32.8K -66 -22%
CFFP
2784
Center for Financial Planning
Michigan
$114K
FCT
2785
First Community Trust
Iowa
$114K
TLA
2786
Tanglewood Legacy Advisors
Texas
$114K
PP
2787
PFS Partners
New Jersey
$113K
AWM
2788
Avondale Wealth Management
Texas
$113K -$87K -175 -43%
KM
2789
Kalos Management
Georgia
$111K +$111K +224 New
BAM
2790
Byrne Asset Management
New Jersey
$110K +$15.9K +32 +17%
IFAM
2791
Institutional & Family Asset Management
Colorado
$109K -$3.98K -8 -4%
CSWM
2792
Cassady Schiller Wealth Management
Ohio
$109K +$105K +5,985 +2,558%
AA
2793
AlphaMark Advisors
Kentucky
$106K -$12.4K -25 -11%
GFPC
2794
Global Financial Private Client
Florida
$105K
DCBT
2795
Dakota Community Bank & Trust
North Dakota
$105K
CIA
2796
Cape Investment Advisory
Georgia
$104K +$104K +210 New
FA
2797
Financial Avengers
California
$102K
HIIFS
2798
Harel Insurance Investments & Financial Services
Israel
$100K -$5.94K -12 -6%
CWA
2799
Carolina Wealth Advisors
South Carolina
$99.9K
EARNEST Partners
2800
EARNEST Partners
Georgia
$99.9K