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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 %
VIA
851
Vident Investment Advisory
Georgia
$5.1M +$963K +1,938 +23%
AWM
852
Axxcess Wealth Management
California
$5.09M +$573K +1,153 +13%
MBT
853
Montecito Bank & Trust
California
$5.09M +$47.7K +96 +0.9%
WCM
854
Weik Capital Management
Pennsylvania
$5.08M -$88.9K -179 -2%
BMO
855
Beck Mack & Oliver
New York
$5.05M -$22.4K -45 -0.4%
4WM
856
44 Wealth Management
Oregon
$5.02M +$4.47K +9 +0.1%
SB
857
Simmons Bank
Arkansas
$5.02M +$312K +627 +7%
LPT
858
Legacy Private Trust
Wisconsin
$5M +$595K +1,198 +14%
HC
859
Hendley & Co
Ohio
$4.98M -$14.9K -30 -0.3%
NFG
860
Nations Financial Group
Iowa
$4.97M +$377K +759 +8%
PWM
861
Perigon Wealth Management
California
$4.97M -$138K -278 -3%
SC
862
Sepio Capital
Utah
$4.97M -$147K -295 -3%
CGL
863
Clarius Group LLC
Washington
$4.95M -$119K -240 -2%
VIM
864
Vinva Investment Management
Australia
$4.95M +$4.95M +10,062 New
Jones Financial Companies
865
Jones Financial Companies
Missouri
$4.94M -$166K -334 -3%
BWM
866
Buckley Wealth Management
Nevada
$4.94M -$98.4K -198 -2%
HCM
867
Howland Capital Management
Massachusetts
$4.93M +$56.1K +113 +1%
BCA
868
Bray Capital Advisors
Florida
$4.92M -$19.9K -40 -0.4%
HWM
869
HB Wealth Management
Georgia
$4.92M +$365K +734 +8%
CCG
870
Cypress Capital Group
Florida
$4.92M -$624K -1,256 -11%
TFS
871
Thoroughbred Financial Services
Tennessee
$4.9M +$49.7K +100 +1%
HIC
872
Hartline Investment Corp
Illinois
$4.87M +$8.94K +18 +0.2%
SRAM
873
Spouting Rock Asset Management
Pennsylvania
$4.87M +$3.43M +6,907 +239%
HDIM
874
Hanson & Doremus Investment Management
Vermont
$4.87M -$1.16M -2,338 -19%
DGAM
875
Desjardins Global Asset Management
Quebec, Canada
$4.86M +$1.07M +2,159 +28%