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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 %
SAM
1351
Seelaus Asset Management
New Jersey
$1.91M -$26.3K -53 -1%
PGWM
1352
Parisi Gray Wealth Management
New Jersey
$1.9M -$720K -1,450 -27%
AAS
1353
Ameritas Advisory Services
Nebraska
$1.9M -$482K -959 -20%
CIA
1354
Choate Investment Advisors
Massachusetts
$1.9M
WAM
1355
Werlinich Asset Management
Connecticut
$1.89M +$8.45K +17 +0.4%
QIM
1356
Quest Investment Management
Oregon
$1.89M -$1.76M -3,537 -48%
FANJ
1357
Financial Architects (New Jersey)
New Jersey
$1.89M -$10.4K -21 -0.5%
CCFM
1358
Clear Creek Financial Management
Washington
$1.87M +$51.7K +104 +3%
DWM
1359
Darwin Wealth Management
Florida
$1.87M +$3.95K +8 +0.2%
TH
1360
TCTC Holdings
Texas
$1.87M +$205K +412 +12%
PA
1361
Prossimo Advisors
California
$1.87M +$497 +1 +0%
FIM
1362
Freedom Investment Management
Connecticut
$1.86M -$69.1K -139 -4%
NPA
1363
Nichols & Pratt Advisers
Massachusetts
$1.86M +$383K +770 +26%
SFS
1364
Strategic Financial Services
New York
$1.86M -$172K -347 -8%
SC
1365
Scholtz & Company
Connecticut
$1.85M +$1.21M +2,429 +186%
IF
1366
Ironwood Financial
Arizona
$1.85M
FC
1367
FORA Capital
Florida
$1.85M -$3.74M -7,521 -67%
RA
1368
Rockingstone Advisors
Massachusetts
$1.84M +$24.3K +49 +1%
VWA
1369
V Wealth Advisors
Kansas
$1.84M -$15.9K -32 -0.9%
ACM
1370
Allred Capital Management
Texas
$1.84M +$3.98K +8 +0.2%
KFP
1371
KMG Fiduciary Partners
Ohio
$1.84M -$68.1K -137 -4%
GWS
1372
Glassman Wealth Services
Virginia
$1.83M -$26.3K -53 -1%
KF
1373
Krilogy Financial
Missouri
$1.83M -$23.8K -48 -1%
I
1374
INVST
Indiana
$1.82M +$33.1K +66 +2%
BG
1375
Bollard Group
Massachusetts
$1.82M +$1.99K +4 +0.1%