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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 %
ACG
3001
Allen Capital Group
Nebraska
-$228K -500 Closed
AWA
3002
Archvest Wealth Advisors
California
-$228K -500 Closed
RWA
3003
Rooted Wealth Advisors
Illinois
-$222K -487 Closed
QPW
3004
Quantum Private Wealth
Florida
-$213K -466 Closed
AIA
3005
Angeles Investment Advisors
California
-$211K -463 Closed
SOW
3006
State of Wyoming
Wyoming
-$210K -461 Closed
DAM
3007
Draper Asset Management
New York
-$209K -457 Closed
SAM
3008
Stone Asset Management
Texas
-$207K -454 Closed
MS
3009
Maven Securities
Jersey
-$205K -450 Closed
KCMH
3010
Keywise Capital Management (HK)
Hong Kong
-$205K -450 Closed
FIM
3011
FWL Investment Management
Texas
-$203K -445 Closed
SL
3012
Summitry LLC
California
-$201K -440 Closed
HWP
3013
Heritage Wealth Partners
Ohio
-$209K -408 Closed
AWP
3014
Atlas Wealth Partners
Pennsylvania
-$201K -390 Closed
CA
3015
Corrado Advisors
New Jersey
-$166K -364 Closed
GC
3016
Giverny Capital
Quebec, Canada
-$160K -350 Closed
Point72 Asset Management
3017
Point72 Asset Management
Connecticut
-$142K -311 Closed
EMFAT
3018
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$125K -273 Closed
SC
3019
Seldon Capital
California
-$109K -238 Closed
IFA
3020
Interactive Financial Advisors
Illinois
-$105K -230 Closed
OWA
3021
One Wealth Advisors
California
-$98.6K -216 Closed
AS
3022
AM Squared
Hong Kong
-$91.3K -200 Closed
MWM
3023
MinichMacGregor Wealth Management
New York
-$89.5K -196 Closed
MPCL
3024
My Personal CFO LLC
Washington
-$72.6K -159 Closed
CASC
3025
Coppell Advisory Solutions Corp
Texas
-$63.9K -140 Closed