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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 %
MAM
1051
Morse Asset Management
Connecticut
$3.35M +$198K +399 +6%
WP
1052
WealthSource Partners
California
$3.33M -$107K -216 -3%
VIA
1053
Vickerman Investment Advisors
Washington
$3.33M -$8.45K -17 -0.3%
PSP
1054
Pacific Sage Partners
Washington
$3.33M -$129K -260 -4%
BONH
1055
Bank of New Hampshire
New Hampshire
$3.31M -$44.7K -90 -1%
EI
1056
Ethic Inc
New York
$3.3M -$20.4K -41 -0.6%
BCM
1057
Blume Capital Management
California
$3.29M -$17.4K -35 -0.5%
DLA
1058
Douglas Lane & Associates
New York
$3.27M -$153K -307 -4%
KA
1059
Kozak & Associates
Colorado
$3.25M +$1.96M +3,947 +153%
BBWA
1060
Bell & Brown Wealth Advisors
California
$3.24M -$15.9K -32 -0.5%
CI
1061
Ceera Investments
Texas
$3.22M
VAS
1062
Vestmark Advisory Solutions
Massachusetts
$3.22M -$457K -920 -12%
MIC
1063
MU Investments Company
Japan
$3.22M -$197K -400 -6%
FHA
1064
Flagship Harbor Advisors
Massachusetts
$3.21M +$246K +495 +8%
VIP
1065
Vantage Investment Partners
Missouri
$3.21M +$481K +969 +18%
RPC
1066
Rossmore Private Capital
Connecticut
$3.21M -$29.8K -60 -0.9%
SOAMC
1067
Spirit of America Management Corp
New York
$3.21M
JWCA
1068
J.W. Cole Advisors
Florida
$3.2M +$620K +1,248 +24%
COI
1069
Connable Office Inc
Michigan
$3.2M +$12.9K +26 +0.4%
HCM
1070
Highlander Capital Management
New Jersey
$3.2M
AIM
1071
Alhambra Investment Management
Florida
$3.19M
GT
1072
Glenview Trust
Kentucky
$3.19M -$203K -408 -6%
CG
1073
Caprock Group
Idaho
$3.19M +$413K +831 +15%
HA
1074
Harfst & Associates
Wyoming
$3.18M +$378K +760 +13%
GL
1075
GHE LLC
Tennessee
$3.18M -$8.94K -18 -0.3%