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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 %
CAS
3026
Coppell Advisory Solutions
Texas
-$63.9K -140 Closed
FWA
3027
Freedom Wealth Alliance
Wisconsin
-$62.5K -137 Closed
LAM
3028
Lakewood Asset Management
Illinois
-$52K -115 Closed
EPM
3029
Equitec Proprietary Markets
Illinois
-$52K -114 Closed
MUMSS
3030
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$46K -100 Closed
Belvedere Trading
3031
Belvedere Trading
Illinois
-$43.8K -96 Closed
KI
3032
Kapitalo Investimentos
Brazil
-$33.8K -74 Closed
DWP
3033
Destiny Wealth Partners
Florida
-$29.6K -65 Closed
LWP
3034
Laurel Wealth Planning
Minnesota
-$23.7K -52 Closed
UOTTAIMCU
3035
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$23K -50 Closed
Q
3036
QVR
California
-$21.9K -48 Closed
MIFH
3037
Migdal Insurance & Financial Holdings
Israel
-$22K -48 Closed
LFA
3038
Legend Financial Advisors
Pennsylvania
-$20.1K -44 Closed
FCG
3039
Financial Connections Group
California
-$19K -43 Closed
GMA
3040
Glassy Mountain Advisors
Maryland
-$14.9K -33 Closed
SC
3041
Sierra Capital
Florida
-$10K -23 Closed
DFCM
3042
Dark Forest Capital Management
Puerto Rico
-$6.85K -15 Closed
BC
3043
Belmont Capital
California
-$5K -11 Closed
ACP
3044
Arcus Capital Partners
Georgia
-$3.45K -8 Closed
MSCM
3045
McElhenny Sheffield Capital Management
Texas
-$2.28K -5 Closed
DCM
3046
Davidson Capital Management
Texas
-$2.28K -5 Closed
CCA
3047
Cadent Capital Advisors
Oklahoma
-$913 -2 Closed
GTCM
3048
Gyon Technologies Capital Management
New Jersey
-$457 -1 Closed
CAM
3049
CenterStar Asset Management
Illinois
-$260