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 %
AA
726
ALPS Advisors
Colorado
$6.91M -$290K -583 -4%
WAM
727
Weiss Asset Management
Massachusetts
$6.91M +$6.91M +13,900 New
CIA
728
Capital Investment Advisors
Georgia
$6.89M +$57.1K +115 +0.8%
MWM
729
Marietta Wealth Management
Georgia
$6.88M -$115K -232 -2%
BL
730
BFSG LLC
California
$6.88M +$6.96K +14 +0.1%
BP
731
Broadleaf Partners
Ohio
$6.87M +$117K +236 +2%
KC
732
Kingfisher Capital
North Carolina
$6.86M +$9.44K +19 +0.1%
ACA
733
Aptus Capital Advisors
Alabama
$6.85M +$1.56M +3,131 +29%
BFO
734
Boston Family Office
Massachusetts
$6.82M +$1.86M +3,742 +37%
ELI
735
Empire Life Investments
Ontario, Canada
$6.8M -$71.1K -143 -1%
RSVP
736
Ramsay Stattman Vela & Price
Colorado
$6.79M +$637K +1,283 +10%
IAM
737
Innovis Asset Management
Illinois
$6.78M -$185K -372 -3%
Wealth Enhancement Advisory Services
738
Wealth Enhancement Advisory Services
Minnesota
$6.74M +$1.88M +3,787 +39%
RBA
739
Richard Bernstein Advisors
New York
$6.72M
PIP
740
Peachtree Investment Partners
Florida
$6.7M +$165K +333 +3%
TWM
741
TLW Wealth Management
Florida
$6.69M -$107K -216 -2%
Fidelity International
742
Fidelity International
Bermuda
$6.67M -$1.34M -2,701 -17%
GGI
743
GPM Growth Investors
Michigan
$6.64M -$65.6K -132 -1%
SCA
744
Stokes Capital Advisors
South Carolina
$6.56M +$98.9K +199 +2%
GVAG
745
Great Valley Advisor Group
Delaware
$6.55M -$305K -613 -4%
WP
746
WealthPLAN Partners
Nebraska
$6.53M -$6.87M -13,830 -51%
Balyasny Asset Management
747
Balyasny Asset Management
Illinois
$6.52M -$15.9M -31,986 -71%
GCL
748
Gouws Capital LLC
North Carolina
$6.51M -$56.1K -113 -0.9%
HW
749
Hancock Whitney
Mississippi
$6.5M +$102K +205 +2%
SW
750
SlateStone Wealth
Florida
$6.48M +$571K +1,149 +10%