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 %
CWM
2826
Cedar Wealth Management
California
$71.2K
AFS
2827
Annapolis Financial Services
Maryland
$70.2K
LFASL
2828
Lugano Financial Advisors SA (LFA)
Switzerland
$70.1K
C
2829
Covestor
United Kingdom
$69K -$4.96K -10 -7%
MIM
2830
Manitou Investment Management
Ontario, Canada
$68.1K +$68.1K +137 New
CP
2831
Castleview Partners
Texas
$67.1K
IRC
2832
Investors Research Corp
Georgia
$62.6K
NECFA
2833
New England Capital Financial Advisors
Connecticut
$62.5K -$992 -2 -2%
MFT
2834
Moisand Fitzgerald Tamayo
Florida
$60.6K
BIA
2835
Bell Investment Advisors
California
$59.1K +$4.47K +9 +8%
ST
2836
Sageworth Trust
Pennsylvania
$58.6K
BSC
2837
Brown Shipley & Co
United Kingdom
$57.1K +$57.1K +115 New
CLOS
2838
Compagnie Lombard Odier SCmA
Switzerland
$54.7K
GWSA
2839
Global Wealth Strategies & Associates
Colorado
$53.2K
CWM
2840
Cranbrook Wealth Management
Michigan
$50.7K
CSPAM
2841
Cary Street Partners Asset Management
Virginia
$50.5K
LSV Asset Management
2842
LSV Asset Management
Illinois
$50K
POIA
2843
Pin Oak Investment Advisors
Texas
$50K
PFG
2844
Piershale Financial Group
Illinois
$49.7K
NC
2845
Nightview Capital
Texas
$47.7K -$29.8K -60 -38%
PSB
2846
Piscataqua Savings Bank
New Hampshire
$47.2K +$10.9K +22 +30%
TWP
2847
TFO Wealth Partners
Ohio
$46.7K +$5.47K +11 +13%
WWP
2848
WR Wealth Planners
Missouri
$45.4K +$41.4K +83 +1,038%
OA
2849
Operose Advisors
Wisconsin
$45.2K
FWM
2850
Focused Wealth Management
New York
$44.7K