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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 %
CIM
2876
Contravisory Investment Management
Massachusetts
$17.4K -$7.45K -15 -30%
SFFS
2877
Stonehage Fleming Financial Services
Jersey
$17.4K
HC
2878
Hoese & Co
Minnesota
$16.9K
RFA
2879
Register Financial Advisors
Georgia
$16.4K
FPB
2880
First PREMIER Bank
South Dakota
$16K
GIS
2881
Grayhawk Investment Strategies
Alberta, Canada
$16K +$16K +24 New
Parallax Volatility Advisers
2882
Parallax Volatility Advisers
California
$14.9K -$14.9K -30 -50%
LOIP
2883
Live Oak Investment Partners
Texas
$14.9K -$13.7K
LG
2884
LAM Group
Oregon
$14.9K
RWM
2885
Ruedi Wealth Management
Illinois
$13.9K
SGC
2886
Slocum, Gordon & Co
Rhode Island
$13.9K
LFA
2887
Level Financial Advisors
New York
$13.9K
EA
2888
Evolution Advisers
Virginia
$13K
DWA
2889
Delos Wealth Advisors
Texas
$12.9K -$7.95K -16 -38%
CMANY
2890
Capital Management Associates (New York)
New York
$12.4K
SCA
2891
Stuart Chaussee & Associates
California
$11.9K
BC
2892
Barrett & Company
Rhode Island
$10.9K
CB
2893
Community Bank
New York
$10.9K -$49.2K -99 -82%
RDIA
2894
RE Dickinson Investment Advisors
Iowa
$10K +$1K +2 +11%
CWM
2895
CarsonAllaria Wealth Management
Illinois
$9.96K
DEM
2896
Disciplined Equity Management
Florida
$9.94K -$691K -1,390 -99%
CM
2897
Cornerstone Management
Georgia
$8.45K
DF
2898
DecisionPoint Financial
Arizona
$8.45K +$7.95K +16 +1,600%
MFA
2899
McClarren Financial Advisors
Pennsylvania
$8K
MBFW
2900
Morton Brown Family Wealth
Pennsylvania
$7.45K