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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 %
VVP
826
Venture Visionary Partners
Ohio
$5.38M -$105K -211 -2%
S
827
SignatureFD
Georgia
$5.38M +$285K +573 +6%
NCM
828
New Capital Management
Texas
$5.38M
NF
829
Nikulski Financial
Iowa
$5.36M +$92.4K +186 +2%
SIC
830
SFE Investment Counsel
California
$5.33M +$462K +934 +10%
CI
831
Carroll Investors
South Carolina
$5.31M +$27.3K +55 +0.5%
AT
832
American Trust
Kentucky
$5.31M -$341K -686 -6%
TYCC
833
Texas Yale Capital Corp
Florida
$5.3M
CCC
834
Chelsea Counsel Company
California
$5.3M +$74.5K +150 +1%
CAM
835
Cypress Asset Management
Texas
$5.28M +$224K +450 +4%
BFG
836
Bleakley Financial Group
New Jersey
$5.26M +$269K +541 +5%
BIM
837
Baldwin Investment Management
Pennsylvania
$5.25M +$17.4K +35 +0.3%
BSW
838
Buckingham Strategic Wealth
Missouri
$5.23M
BPC
839
Banque Pictet & Cie
Switzerland
$5.22M +$1.53M +3,085 +42%
LSA
840
Lion Street Advisors
Texas
$5.21M +$462K +930 +10%
PWS
841
Peterson Wealth Services
Utah
$5.2M +$147K +295 +3%
P
842
Pitcairn
Pennsylvania
$5.19M +$162K +326 +3%
CCFCSB
843
Cape Cod Five Cents Savings Bank
Massachusetts
$5.18M -$187K -377 -3%
PTC
844
Private Trust Company
Ohio
$5.17M +$80K +161 +2%
ST
845
Spinnaker Trust
Maine
$5.17M -$697K -1,402 -12%
HCM
846
Hollencrest Capital Management
California
$5.17M +$1.21M +2,429 +30%
BWL
847
Bogart Wealth LLC
Virginia
$5.15M +$9.94K +20 +0.2%
SFI
848
Siemens Fonds Invest
Germany
$5.14M -$281K -566 -5%
BS
849
Banco Santander
Spain
$5.13M -$2.19M -4,413 -30%
CK
850
Cohen Klingenstein
New York
$5.12M