COST icon

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 %
OGC
451
Oak Grove Capital
New Hampshire
$16.6M -$2.58M -5,192 -13%
Fiera Capital (Canada)
452
Fiera Capital (Canada)
Quebec, Canada
$16.6M -$2.64M -5,323 -14%
RWP
453
RWA Wealth Partners
Massachusetts
$16.6M +$363K +730 +2%
Squarepoint
454
Squarepoint
New York
$16.5M -$128M -257,057 -89%
WTB
455
Washington Trust Bank
Washington
$16.4M +$1.08M +2,178 +7%
KJWM
456
Kiley Juergens Wealth Management
Washington
$16.3M +$351K +707 +2%
VPIM
457
Vanguard Personalized Indexing Management
California
$16.2M +$2.74M +5,516 +20%
KWM
458
Kingsview Wealth Management
Oregon
$16.2M +$207K +416 +1%
JC
459
Jacobs & Co
California
$16.1M -$276K -556 -2%
JEST
460
JTC Employer Solutions Trustee
Jersey
$16.1M -$2.98M -6,000 -16%
PFO
461
Pathstone Family Office
New Jersey
$15.9M -$22.6M -44,561 -59%
ACM
462
Advisors Capital Management
New Jersey
$15.8M +$1.36M +2,744 +9%
AA
463
Auxano Advisors
Washington
$15.8M -$7.45K -15 -0%
MC
464
Middleton & Co
Massachusetts
$15.8M +$142K +286 +0.9%
MAM
465
Mastrapasqua Asset Management
Tennessee
$15.8M +$165K +333 +1%
DAC
466
Dividend Assets Capital
South Carolina
$15.8M
SIMG
467
Sonora Investment Management Group
Arizona
$15.8M +$435K +876 +3%
ZAM
468
Zevin Asset Management
Massachusetts
$15.6M -$213K -429 -1%
CTC (Chicago Trading Company)
469
CTC (Chicago Trading Company)
Illinois
$15.6M +$15.6M +31,694 New
PWAG
470
Polaris Wealth Advisory Group
California
$15.6M +$536K +1,078 +4%
H
471
HoyleCohen
California
$15.5M -$54.7K -110 -0.4%
IAA
472
Independent Advisor Alliance
North Carolina
$15.4M +$981K +1,974 +7%
BFIM
473
Beese Fulmer Investment Management
Ohio
$15.4M +$224K +450 +1%
CA
474
Cetera Advisors
Colorado
$15.4M -$877K -1,765 -5%
AC
475
Abbrea Capital
California
$15.3M -$2.48K -5 -0%