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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 %
PA
376
Parallel Advisors
California
$22.8M +$11.5M +23,150 +101%
WS
377
Wedbush Securities
California
$22.7M -$387K -779 -2%
FSCM
378
Front Street Capital Management
Montana
$22.6M -$149K -299 -0.7%
M1FG
379
Mach-1 Financial Group
Arkansas
$22.4M +$22.4M +45 New
SWM
380
Spire Wealth Management
Virginia
$22.3M +$5.65M +11,367 +34%
ECM
381
Estabrook Capital Management
New York
$22.2M -$62.6K -126 -0.3%
SPIA
382
Steward Partners Investment Advisory
New York
$21.9M +$527K +1,061 +2%
NAM
383
NorthCrest Asset Manangement
Minnesota
$21.7M +$668K +1,344 +3%
MIM
384
Marco Investment Management
Georgia
$21.7M -$244K -491 -1%
UAM
385
UAS Asset Management
New York
$21.4M -$1.08M -2,164 -5%
Vontobel Holding
386
Vontobel Holding
Switzerland
$21.3M -$619K -1,246 -3%
Cetera Investment Advisers
387
Cetera Investment Advisers
Illinois
$21.3M -$334K -673 -2%
TA
388
TruWealth Advisors
Louisiana
$21M +$292K +587 +1%
GGI
389
Godsey & Gibb Inc
Virginia
$21M +$21M +42,166 New
KPWS
390
Kestra Private Wealth Services
Texas
$20.9M +$2.16M +4,343 +12%
SF
391
Synovus Financial
Georgia
$20.8M +$250K +503 +1%
CC
392
Cadinha & Co
Hawaii
$20.3M -$6.79M -13,663 -25%
HCMT
393
Highland Capital Management (Tennessee)
Tennessee
$20M -$273K -550 -1%
CI
394
Capital International
California
$19.8M +$741K +1,491 +4%
CBUSF
395
Construction & Building Unions Superannuation Fund
Australia
$19.8M +$7.04M +14,159 +55%
PWP
396
Private Wealth Partners
California
$19.8M +$1.49M +2,991 +8%
BCIM
397
British Columbia Investment Management
British Columbia, Canada
$19.7M +$132K +266 +0.7%
CAM
398
ClariVest Asset Management
California
$19.6M -$646K -1,300 -3%
VIM
399
Vancity Investment Management
British Columbia, Canada
$19.5M -$299K -602 -2%
MG
400
Markel Group
Virginia
$19.5M