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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 %
USGIU
2951
U.S. Global Investors (USGI)
Texas
-$1.69M -3,700 Closed
HT
2952
Headlands Technologies
Illinois
-$1.64M -3,597 Closed
GWA
2953
GGM Wealth Advisors
Maryland
-$1.54M -3,185 Closed
GCP
2954
Garda Capital Partners
Minnesota
-$1.19M -2,604 Closed
BCM
2955
Bayesian Capital Management
New York
-$1.19M -2,600 Closed
AIM
2956
Aspen Investment Management
Michigan
-$1.1M -2,415 Closed
PAM
2957
Premier Asset Management
Illinois
-$1.1M -2,407 Closed
BAM
2958
Blueshift Asset Management
New Jersey
-$1.02M -2,233 Closed
SWM
2959
Scissortail Wealth Management
Oklahoma
-$1.07M -2,135 Closed
ESCM
2960
Echo Street Capital Management
New York
-$942K -2,064 Closed
CMS
2961
Capital Market Strategies
Florida
-$923K -2,022 Closed
BIP
2962
Blueprint Investment Partners
North Carolina
-$921K -2,017 Closed
SSG
2963
Summit Securities Group
New York
-$913K -2,000 Closed
SCI
2964
Stableford Capital II
Arizona
-$894K -1,867 Closed
PFG
2965
Peterson Financial Group
Iowa
-$850K -1,862 Closed
CI
2966
Cavalier Investments
Georgia
-$714K -1,564 Closed
SCM
2967
Stevens Capital Management
Pennsylvania
-$691K -1,513 Closed
T
2968
TOBAM
France
-$658K -1,441 Closed
BBA
2969
Baader Bank Aktiengesellschaft
Germany
-$639K -1,400 Closed
GCM
2970
Graham Capital Management
Connecticut
-$572K -1,252 Closed
DCM
2971
Dupont Capital Management
Delaware
-$561K -1,230 Closed
GSC
2972
G&S Capital
Colorado
-$558K -1,222 Closed
AFA
2973
Abacus FCF Advisors
Florida
-$528K -1,157 Closed
MM
2974
MQS Management
New York
-$519K -1,136 Closed
KI
2975
Kula Investments
Illinois
-$500K -1,095 Closed