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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 %
HGWM
2851
Harvest Group Wealth Management
Massachusetts
$44.2K
2L
2852
25 LLC
Missouri
$43.6K +$43.6K +87 New
APTFM
2853
AGUR Provident & Training Funds Management
Israel
$42.3K +$42.3K +8,400 New
RMC
2854
Resources Management Corp
Connecticut
$41K -$587K -14,313 -93%
DCM
2855
Disciplina Capital Management
Tennessee
$40.9K -$2.99K -6 -7%
IUHSA
2856
Itau Unibanco Holding S.A.
Brazil
$40.2K -$7.98M -16,069 -99%
Baillie Gifford & Co
2857
Baillie Gifford & Co
United Kingdom
$38.8K +$1.49K +3 +4%
YAL
2858
Your Advocates Ltd
Texas
$36.8K
SC
2859
Schubert & Co
Texas
$35.3K -$1.99K -4 -5%
WAM
2860
Worth Asset Management
Texas
$34.8K
BWS
2861
Buck Wealth Strategies
Colorado
$34.1K +$34.1K +69 New
LSA
2862
Lansing Street Advisors
Pennsylvania
$33.8K -$1.99K -4 -6%
TSW
2863
Thompson Siegel & Walmsley
Virginia
$32K -$98.5K -200 -75%
FMTCOCP
2864
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K
CTB
2865
Country Trust Bank
Illinois
$28.3K -$7.45K -15 -21%
TWD
2866
True Wealth Design
Ohio
$27.8K +$4.97K +10 +22%
MFG
2867
Mendota Financial Group
Wisconsin
$27.1K
SC
2868
Steph & Co
Wisconsin
$25.8K
DWA
2869
Dougherty Wealth Advisers
Minnesota
$25.8K
FFL
2870
Financial Freedom LLC
Ohio
$25.1K
CPFP
2871
Clear Perspectives Financial Planning
Ohio
$24.8K
NSG
2872
Nalls Sherbakoff Group
Tennessee
$22.1K +$22.1K +45 New
APC
2873
Aspire Private Capital
North Carolina
$20.4K
SA
2874
SRH Advisors
Kansas
$20K
AW
2875
Avion Wealth
Texas
$20K