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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 %
FH
2976
FWG Holdings
Florida
-$497K -1,088 Closed
CCI
2977
Credit Capital Investments
New Jersey
-$477K -1,044 Closed
CWP
2978
Capital Wealth Planning
Florida
-$459K -1,005 Closed
RAG
2979
RIA Advisory Group
Iowa
-$324K -1,002 Closed
TA
2980
TKG Advisors
Indiana
-$420K -921 Closed
UPC
2981
Utah Peaks Capital
Utah
-$413K -904 Closed
RW
2982
RVW Wealth
California
-$387K -848 Closed
PWS
2983
Precision Wealth Strategies
Missouri
-$383K -838 Closed
TWA
2984
Tillar-Wenstrup Advisors
Ohio
-$378K -828 Closed
FFG
2985
Ford Financial Group
California
-$373K -816 Closed
MPW
2986
MGO Private Wealth
California
-$364K -798 Closed
CIAS
2987
CFS Investment Advisory Services
New Jersey
-$332K -727 Closed
AP
2988
Adero Partners
California
-$332K -727 Closed
PMG
2989
ProVise Management Group
Florida
-$314K -687 Closed
SEC
2990
Seven Eight Capital
New York
-$311K -681 Closed
DACG
2991
Donor Advised Charitable Giving
California
-$310K -680 Closed
NAG
2992
Northstar Advisory Group
New Jersey
-$299K -654 Closed
QC
2993
QCM Cayman
Texas
-$289K -633 Closed
WWM
2994
WJ Wealth Management
Arizona
-$281K -616 Closed
BWM
2995
BCS Wealth Management
Tennessee
-$280K -613 Closed
WCP
2996
Wick Capital Partners
Pennsylvania
-$270K -591 Closed
PTC
2997
Petrus Trust Company
Texas
-$257K -563 Closed
TCWM
2998
Total Clarity Wealth Management
Illinois
-$255K -558 Closed
MYIA
2999
Mount Yale Investment Advisors
Colorado
-$242K -531 Closed
ACM
3000
Acrisure Capital Management
Texas
-$229K -502 Closed