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 %
DI
2801
Disciplined Investments
Oklahoma
$99.3K +$3.97K +8 +4%
OAJ
2802
Ogorek Anthony Joseph
New York
$99K +$78.8K +160 +390%
APW
2803
Acima Private Wealth
Virginia
$98.9K +$14.4K +29 +17%
HIM
2804
Hillsdale Investment Management
Ontario, Canada
$96.4K -$62.1K -125 -39%
IAS
2805
IMA Advisory Services
Colorado
$95.4K -$5.47K -11 -5%
FC
2806
Family CFO
California
$94.4K
BBPWM
2807
Blue Bell Private Wealth Management
Pennsylvania
$93.9K
PG
2808
Proffitt & Goodson
Tennessee
$93.4K -$7.95K -16 -8%
MAWCM
2809
Mine & Arao Wealth Creation & Management
California
$90.1K
TAIM
2810
TD Ameritrade Investment Management
Nebraska
$90K -$22.3K -45 -20%
PPWM
2811
PFG Private Wealth Management
Florida
$89.9K +$4.47K +9 +5%
EIM
2812
Essex Investment Management
Massachusetts
$89.4K
ACM
2813
Adalta Capital Management
New York
$87K -$12.4K -25 -13%
JFG
2814
JDM Financial Group
Texas
$86K
TAM
2815
Tucker Asset Management
Colorado
$83K -$19.9K -40 -19%
SGA
2816
Seaport Global Advisors
Massachusetts
$80.5K
QL
2817
Quarry LP
New York
$79K +$45.2K +91 +134%
AA
2818
Addison Advisors
Vermont
$78.5K -$4.47K -9 -5%
JAM
2819
JCIC Asset Management
Ontario, Canada
$77K
BA
2820
Bellwether Advisors
Nebraska
$77K
AWM
2821
Activest Wealth Management
Florida
$75.8K -$559K -1,137 -88%
SSC
2822
Syverson Strege & Co
Iowa
$75.5K
UAML
2823
US Asset Management LLC
Pennsylvania
$74K
LWA
2824
Lowe Wealth Advisors
Maryland
$73K -$2.48K -5 -3%
RFG
2825
RFP Financial Group
Georgia
$72.8K -$1.35M -2,717 -95%