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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 %
AWA
1226
Alta Wealth Advisors
Massachusetts
$2.41M +$431K +867 +22%
RCG
1227
Regatta Capital Group
California
$2.41M
BFA
1228
Beaumont Financial Advisors
Massachusetts
$2.4M +$3.98K +8 +0.2%
JSC
1229
Jackson Square Capital
California
$2.4M +$2.4M +4,828 New
PA
1230
Paragon Advisors
Texas
$2.4M -$108K -217 -4%
CCIA
1231
Cherry Creek Investment Advisors
Colorado
$2.39M +$2.48K +5 +0.1%
CCM
1232
Condor Capital Management
New Jersey
$2.39M -$141K -284 -6%
FWM
1233
Forefront Wealth Management
Pennsylvania
$2.38M -$1.49K -3 -0.1%
EFM
1234
E Fund Management
China
$2.38M -$138K -278 -5%
PWM
1235
Peterson Wealth Management
Nevada
$2.37M +$15.9K +32 +0.7%
OSNBOA
1236
Old Second National Bank of Aurora
Illinois
$2.36M -$63.6K -128 -3%
XF
1237
XML Financial
Maryland
$2.35M +$497 +1 +0%
WF
1238
Wayfinding Financial
Washington
$2.35M -$117K -236 -5%
HFS
1239
Hantz Financial Services
Michigan
$2.35M +$155K +311 +7%
FNBT
1240
FineMark National Bank & Trust
Florida
$2.33M +$222K +447 +11%
NL
1241
NVWM LLC
Pennsylvania
$2.32M +$855K +1,720 +58%
KA
1242
Kovack Advisors
Florida
$2.32M +$25.8K +52 +1%
WANY
1243
Wealthspire Advisors (New York)
New York
$2.32M -$393K -791 -14%
SRG
1244
SBB Research Group
Illinois
$2.31M +$3.98K +8 +0.2%
RIA
1245
Realta Investment Advisors
Delaware
$2.3M +$19.4K +39 +0.8%
CF
1246
Centaurus Financial
California
$2.29M +$171K +344 +8%
SSWM
1247
Sheets Smith Wealth Management
North Carolina
$2.28M -$93.9K -189 -4%
IB
1248
Intrust Bank
Kansas
$2.28M +$99.4K +200 +5%
AG
1249
AIA Group
Hong Kong
$2.27M -$1.21M -2,434 -35%
CA
1250
Continuum Advisory
Idaho
$2.27M -$19.4K -39 -0.8%