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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 %
FLI
1026
Family Legacy Inc
South Carolina
$3.54M +$110K +222 +3%
HCM
1027
Hodges Capital Management
Texas
$3.54M +$421K +976 +13%
SIM
1028
Stratos Investment Management
Ohio
$3.52M +$177K +356 +5%
LM
1029
Lincluden Management
Ontario, Canada
$3.52M +$858K +1,727 +32%
FRA
1030
Front Row Advisors
California
$3.51M -$39.8K -80 -1%
KAM
1031
Karani Asset Management
New York
$3.51M -$994 -2 -0%
EWM
1032
Executive Wealth Management
Michigan
$3.5M -$14.4K -29 -0.4%
WIC
1033
Woodmont Investment Counsel
Tennessee
$3.5M -$16.9K -34 -0.5%
CFGS
1034
Concourse Financial Group Securities
Alabama
$3.5M +$209K +420 +6%
LW
1035
Linscomb Wealth
Texas
$3.5M -$321K -647 -8%
MRCM
1036
M&R Capital Management
New Jersey
$3.48M +$69.6K +140 +2%
BAAM
1037
Baker Avenue Asset Management
California
$3.47M +$95.4K +192 +3%
LCM
1038
Leisure Capital Management
California
$3.44M -$26.3K -53 -0.8%
CWM
1039
Calamos Wealth Management
Illinois
$3.43M +$207K +417 +6%
NWM
1040
Northcape Wealth Management
New York
$3.43M +$1.27M +2,553 +59%
HWM
1041
Hohimer Wealth Management
Washington
$3.39M +$2.73M +5,500 +416%
PCP
1042
Proficio Capital Partners
Massachusetts
$3.39M +$5.47K +11 +0.2%
MECA
1043
Miller Equity Capital Advisors
Texas
$3.38M
FCBT
1044
First Citizens Bank & Trust
North Carolina
$3.37M +$545K +1,096 +19%
EB
1045
Eastern Bank
Massachusetts
$3.36M -$54.7K -110 -2%
SCP
1046
Shorepoint Capital Partners
Massachusetts
$3.36M -$234K -471 -7%
AGA
1047
Accuvest Global Advisors
Utah
$3.35M -$2.34M -4,712 -41%
BMC
1048
Benin Management Corp
Connecticut
$3.35M +$6.96K +14 +0.2%
SLG
1049
Stanley-Laman Group
Pennsylvania
$3.35M +$28.8K +58 +0.9%
FFA
1050
Fairfield Financial Advisors
Massachusetts
$3.35M -$9.83K -20 -0.3%