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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 %
SF
1276
Summit Financial
New Jersey
$2.18M +$42.2K +85 +2%
FWP
1277
FAS Wealth Partners
Kansas
$2.18M -$124K -249 -5%
AC
1278
AlphaCore Capital
California
$2.18M +$113K +227 +5%
CTFG
1279
Capstone Triton Financial Group
Oklahoma
$2.17M +$30.8K +62 +1%
ANTB
1280
AMG National Trust Bank
Colorado
$2.16M -$78.5K -158 -3%
SFO
1281
Stokes Family Office
Louisiana
$2.16M +$552K +1,112 +34%
KTC
1282
Kistler-Tiffany Companies
Pennsylvania
$2.15M -$2.49K -5 -0.1%
MCA
1283
Martin Capital Advisors
Texas
$2.15M
CW
1284
CIC Wealth
Maryland
$2.15M +$13.9K +28 +0.7%
PWMAG
1285
Pinnacle Wealth Management Advisory Group
New Jersey
$2.14M -$99.9K -201 -4%
BG
1286
Benedetti & Gucer
Georgia
$2.14M +$313K +630 +17%
DL
1287
DOHJ LLC
Washington
$2.14M +$34.3K +69 +2%
AF
1288
Advisornet Financial
Minnesota
$2.14M +$53.2K +107 +3%
MCP
1289
Mirador Capital Partners
California
$2.13M +$1.88M +3,776 +739%
OAM
1290
Oak Asset Management
California
$2.13M +$22.4K +45 +1%
PCG
1291
Prosperity Consulting Group
Maryland
$2.13M -$72.1K -145 -3%
T
1292
TCWP
Ohio
$2.12M -$1.62M -3,254 -43%
SAIG
1293
Semper Augustus Investments Group
Colorado
$2.12M -$348K -700 -14%
CWMU
1294
Caliber Wealth Management (Utah)
Utah
$2.12M +$354K +713 +20%
MPPLM
1295
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.12M +$433K +872 +26%
BIAS
1296
Beacon Investment Advisory Services
New Jersey
$2.12M -$21.9K -44 -1%
AWS
1297
AJ Wealth Strategies
New York
$2.11M -$839K -1,688 -28%
RWA
1298
River Wealth Advisors
Pennsylvania
$2.08M +$207K +417 +11%
JWM
1299
JGP Wealth Management
Oregon
$2.08M -$1.49K -3 -0.1%
SAG
1300
SageView Advisory Group
California
$2.08M +$1.26M +2,544 +155%