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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 %
CHJWM
976
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.94M -$112K -224 -3%
MSR
977
Main Street Research
Connecticut
$3.92M +$124K +250 +3%
FWIA
978
Fort Washington Investment Advisors
Ohio
$3.92M +$37.8K +76 +1%
CCWM
979
Cassaday & Co Wealth Management
Virginia
$3.92M +$54.2K +109 +1%
HCM
980
Hall Capital Management
Rhode Island
$3.92M +$6.46K +13 +0.2%
SMFG
981
Sumitomo Mitsui Financial Group
Japan
$3.92M -$38.8K -78 -1%
TVWM
982
Tower View Wealth Management
Wisconsin
$3.91M +$8.94K +18 +0.2%
PJSIMP
983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.91M +$325K +648 +9%
TCM
984
Telos Capital Management
California
$3.9M -$174K -351 -4%
TPA
985
Trivium Point Advisory
Connecticut
$3.89M +$64.6K +130 +2%
BFS
986
Bard Financial Services
Connecticut
$3.89M +$24.8K +50 +0.6%
BEI
987
Benjamin Edwards Inc
Missouri
$3.89M +$129K +260 +3%
MWM
988
Merriman Wealth Management
Washington
$3.88M +$623K +1,253 +19%
AP
989
Americana Partners
Texas
$3.87M +$20.9K +42 +0.5%
PGIM
990
Pacific Global Investment Management
California
$3.86M -$106K -214 -3%
AIC
991
Argus Investors Counsel
New York
$3.85M -$17.9K -36 -0.5%
DRS
992
Deane Retirement Strategies
Louisiana
$3.84M +$17.9K +36 +0.5%
GWCM
993
Godshalk Welsh Capital Management
Pennsylvania
$3.83M -$49.7K -100 -1%
PVH
994
Psagot Value Holdings
Israel
$3.81M +$863K +1,763 +29%
EP
995
Eudaimonia Partners
Tennessee
$3.81M +$811K +1,632 +27%
MCC
996
Money Concepts Capital
Florida
$3.81M -$707K -1,391 -16%
CIG
997
Cairn Investment Group
Washington
$3.79M
OIA
998
Optimum Investment Advisors
Illinois
$3.79M -$182K -367 -5%
GCM
999
Geneva Capital Management
Wisconsin
$3.79M -$281K -566 -7%
GCA
1000
Guardian Capital Advisors
Ontario, Canada
$3.78M -$31.8K -65 -0.8%