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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 %
VFA
751
Valeo Financial Advisors
Indiana
$6.48M +$925K +1,862 +17%
GBA
752
Garrison Bradford & Associates
New York
$6.47M -$142K -285 -2%
AIMCA
753
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.46M -$8.13M -16,367 -56%
GAM
754
Gotham Asset Management
New York
$6.43M -$1.02M -2,057 -14%
Fayez Sarofim & Co
755
Fayez Sarofim & Co
Texas
$6.4M +$25.8K +52 +0.4%
1SB
756
1ST Source Bank
Indiana
$6.4M -$126K -254 -2%
DSC
757
Duncker Streett & Co
Missouri
$6.37M
PCM
758
Palisade Capital Management
New Jersey
$6.35M -$1.39M -2,789 -18%
MCM
759
Mitchell Capital Management
Kansas
$6.3M +$1.93M +3,878 +44%
BAM
760
Belpointe Asset Management
Nevada
$6.3M +$1.04M +2,099 +20%
TTWM
761
TCV Trust & Wealth Management
Virginia
$6.26M +$274K +551 +5%
MWM
762
Moran Wealth Management
Florida
$6.25M +$442K +890 +8%
SWIG
763
Strategic Wealth Investment Group
Kentucky
$6.25M +$980K +1,972 +19%
VCM
764
Vision Capital Management
Oregon
$6.24M -$141K -283 -2%
OPCM
765
Osborne Partners Capital Management
California
$6.23M +$31.3K +63 +0.5%
CCB
766
Country Club Bank
Missouri
$6.23M +$174K +354 +3%
KA
767
Kercheville Advisors
Texas
$6.22M -$134K -270 -2%
MFG
768
Merit Financial Group
Georgia
$6.22M -$623K -1,254 -9%
NA
769
Navellier & Associates
Nevada
$6.22M -$362K -729 -6%
BAM
770
Bell Asset Management
Australia
$6.2M -$20.4K -41 -0.3%
MA
771
Montag & Associates
Georgia
$6.19M -$29.8K -60 -0.5%
TCA
772
Trifecta Capital Advisors
Illinois
$6.16M +$157K +316 +3%
EF
773
Empirical Finance
Pennsylvania
$6.16M +$308K +620 +5%
RI
774
Rinkey Investments
California
$6.15M +$1.42M +2,853 +30%
NCM
775
Nelson Capital Management
California
$6.15M -$43.7K -88 -0.7%