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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 %
Two Sigma Advisers
1076
Two Sigma Advisers
New York
$3.18M +$3.18M +6,400 New
NHT
1077
New Hampshire Trust
New Hampshire
$3.17M -$350K -704 -10%
HW
1078
Hedeker Wealth
Illinois
$3.17M -$127K -256 -4%
CCM
1079
Cohen Capital Management
California
$3.16M -$4.97K -10 -0.2%
MAM
1080
Marketfield Asset Management
New York
$3.16M
WA
1081
WBH Advisory
Maryland
$3.15M +$3.15M +6,343 New
AUB
1082
Atlantic Union Bankshares
Virginia
$3.15M -$4.97K -10 -0.2%
SGA
1083
Strategic Global Advisors
California
$3.15M -$240K -484 -7%
LI
1084
Lafayette Investments
Maryland
$3.14M
WHCI
1085
W.H. Cornerstone Investments
Massachusetts
$3.14M +$47.7K +96 +2%
OCM
1086
Orleans Capital Management
Louisiana
$3.13M -$27.3K -55 -0.9%
RIA
1087
Regal Investment Advisors
Michigan
$3.11M -$51.2K -103 -2%
SGM
1088
Skye Global Management
Florida
$3.1M +$3.1M +6,240 New
CAM
1089
Covenant Asset Management
New Jersey
$3.1M -$2.98K -6 -0.1%
CAC
1090
Certified Advisory Corp
Florida
$3.1M -$11.9K -24 -0.4%
TPM
1091
Triasima Portfolio Management
Quebec, Canada
$3.09M -$1.84M -3,700 -37%
BIA
1092
Beacon Investment Advisors
Maryland
$3.09M +$2.98K +6 +0.1%
GAMC
1093
Garner Asset Management Corp
Texas
$3.09M +$67.6K +136 +2%
FFM
1094
Forum Financial Management
Illinois
$3.08M +$345K +694 +13%
WI
1095
Wintrust Investments
Illinois
$3.08M +$382K +768 +14%
RCA
1096
Resonant Capital Advisors
Wisconsin
$3.07M +$155K +312 +5%
SSWM
1097
Strait & Sound Wealth Management
California
$3.06M +$74K +149 +2%
CCMW
1098
Cypress Capital Management (Wyoming)
Wyoming
$3.06M +$13.4K +27 +0.4%
RBC
1099
Romano Brothers & Co
Illinois
$3.06M -$193K -388 -6%
EHWM
1100
Eads & Heald Wealth Management
Georgia
$3.06M -$67.6K -136 -2%