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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 %
LWMM
1326
Legacy Wealth Management (Mississippi)
Mississippi
$1.98M
SBIA
1327
Sheaff Brock Investment Advisors
Indiana
$1.97M -$15.9K -32 -0.8%
CFA
1328
Capstone Financial Advisors
Illinois
$1.97M -$4.47K -9 -0.2%
SA
1329
Strategic Advisors
New York
$1.96M -$122K -245 -6%
OBGC
1330
O'Brien Greene & Co
Pennsylvania
$1.96M
MPW
1331
Monterey Private Wealth
California
$1.96M +$23.4K +47 +1%
QPWM
1332
Quadrant Private Wealth Management
Pennsylvania
$1.95M +$206K +414 +12%
BFA
1333
Benedict Financial Advisors
Georgia
$1.95M +$59.1K +119 +3%
RCAG
1334
Rehmann Capital Advisory Group
Michigan
$1.95M +$10.4K +21 +0.5%
FBT
1335
First Bankers Trust
Kentucky
$1.95M +$41.2K +83 +2%
CI
1336
Conning Inc
Connecticut
$1.94M -$29.8K -60 -2%
BIM
1337
Bullseye Investment Management
Ohio
$1.94M +$359K +723 +23%
GWM
1338
GSB Wealth Management
Connecticut
$1.94M -$33.3K -67 -2%
DFA
1339
Delta Financial Advisors
Louisiana
$1.94M -$19.9K -40 -1%
IA
1340
IFP Advisors
Florida
$1.94M -$691K -4,558 -26%
JIR
1341
James Investment Research
Ohio
$1.94M -$140K -282 -7%
RA
1342
Rational Advisors
New York
$1.93M -$1.44M -2,897 -43%
SW
1343
Solidarity Wealth
Utah
$1.93M +$1.93M +3,887 New
WA
1344
Wambolt & Associates
Colorado
$1.93M +$151K +303 +8%
CB
1345
Cadence Bank
Mississippi
$1.93M +$289K +581 +18%
EWM
1346
EPG Wealth Management
Georgia
$1.93M +$733K +1,475 +61%
AWM
1347
Aries Wealth Management
Maine
$1.93M -$4.97K -10 -0.3%
ACM
1348
Ardent Capital Management
Ohio
$1.93M +$6.96K +14 +0.4%
AIS
1349
AM Investment Strategies
Tennessee
$1.91M +$70.1K +141 +4%
ACA
1350
Aspire Capital Advisors
Washington
$1.91M +$928K +1,867 +94%