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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 %
GT
701
Greenleaf Trust
Michigan
$7.3M +$455K +915 +7%
RMAM
702
Raab & Moskowitz Asset Management
New Jersey
$7.27M +$292K +587 +4%
IAN
703
Integrated Advisors Network
Texas
$7.26M -$92.4K -186 -1%
IWC
704
Integrated Wealth Concepts
Massachusetts
$7.26M +$1.76M +3,548 +32%
Kovitz Investment Group Partners
705
Kovitz Investment Group Partners
Illinois
$7.25M -$947K -1,906 -12%
TF
706
Talbot Financial
Washington
$7.25M +$18.9K +38 +0.3%
TF
707
Tompkins Financial
New York
$7.17M -$22.9K -46 -0.3%
PFS
708
Prospera Financial Services
Texas
$7.13M -$1.1M -2,215 -13%
FFWA
709
FRG Family Wealth Advisors
Washington
$7.12M +$2.98K +6 +0%
DAS
710
Dynamic Advisor Solutions
Arizona
$7.11M +$1.01M +2,032 +17%
AIP
711
Alapocas Investment Partners
Massachusetts
$7.08M -$238K -479 -3%
KCM
712
Kanawha Capital Management
Virginia
$7.08M +$327K +658 +5%
BIM
713
Bridges Investment Management
Nebraska
$7.07M +$396K +796 +6%
CCM
714
Conway Capital Management
California
$7.03M
VCA
715
Verdence Capital Advisors
Maryland
$7.03M -$97.9K -197 -1%
WB
716
Webster Bank
Connecticut
$7.01M -$288K -580 -4%
SEEDPG
717
S.E.E.D. Planning Group
New York
$7M +$624K +1,256 +10%
PWM
718
Purus Wealth Management
California
$6.99M -$28.3K -57 -0.4%
CIA
719
Covington Investment Advisors
Pennsylvania
$6.99M +$37.3K +75 +0.5%
GW
720
GW & Wade
Massachusetts
$6.97M +$190K +382 +3%
JWBC
721
J.W. Burns & Co
New York
$6.96M +$124K +249 +2%
NMIMC
722
Northwestern Mutual Investment Management Company
Wisconsin
$6.93M +$38.3K +77 +0.6%
WIM
723
WealthPlan Investment Management
Nebraska
$6.93M -$6.52M -13,122 -48%
PA
724
Perennial Advisors
New York
$6.92M +$43.7K +88 +0.6%
BEAM
725
Baker Ellis Asset Management
Washington
$6.91M +$76K +153 +1%