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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 %
SC
651
Slow Capital
California
$8.27M +$985K +1,982 +14%
PIA
652
Petredis Investment Advisors
Pennsylvania
$8.26M +$118K +237 +1%
DC
653
Defender Capital
North Carolina
$8.26M -$84.5K -170 -1%
AWM
654
Apollon Wealth Management
South Carolina
$8.21M -$144K -289 -2%
HGERS
655
Householder Group Estate & Retirement Specialist
Arizona
$8.19M -$171K -344 -2%
PCOC
656
Power Corp of Canada
Canada
$8.18M +$6.09M +12,299 +291%
CIM
657
Chapman Investment Management
California
$8.13M -$284K -572 -3%
N
658
Natixis
France
$8.11M -$42.3M -85,228 -84%
KHLMVGHM
659
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.1M
DWM
660
Dakota Wealth Management
Florida
$8.09M -$6.62M -13,325 -45%
FFA
661
First Foundation Advisors
California
$8.08M +$423K +852 +6%
MGP
662
Metis Global Partners
California
$8.07M +$2.3M +4,621 +40%
SI
663
Stephens Inc
Arkansas
$8.06M +$21.9K +44 +0.3%
UC
664
Unio Capital
New Jersey
$8.04M +$6.96K +14 +0.1%
EWM
665
Empirical Wealth Management
Washington
$8.04M -$8.45K -17 -0.1%
RC
666
Roundview Capital
New Jersey
$8.04M +$654K +1,316 +9%
Lazard Asset Management
667
Lazard Asset Management
New York
$8M -$20.8M -41,905 -72%
SS
668
Simplicity Solutions
Minnesota
$7.98M +$5.53M +11,124 +225%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$7.98M +$227K +456 +3%
WWM
670
Western Wealth Management
Colorado
$7.96M +$211K +425 +3%
HWAM
671
Hennion & Walsh Asset Management
New Jersey
$7.95M -$1.56M -3,142 -16%
HZ
672
Hixon Zuercher
Ohio
$7.92M +$242K +487 +3%
LGG
673
Luts & Greenleigh Group
Maryland
$7.86M -$277K -557 -3%
DI
674
DFPG Investments
Utah
$7.85M +$1.77M +3,555 +29%
KRSITF
675
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.85M -$42.2K -85 -0.5%