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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 %
FBT
1376
First Bank & Trust
South Dakota
$1.82M +$36.8K +74 +2%
MWM
1377
Modera Wealth Management
New Jersey
$1.82M +$286K +575 +19%
SIA
1378
Schear Investment Advisers
Ohio
$1.82M +$16.9K +34 +0.9%
MCC
1379
Malaga Cove Capital
California
$1.82M +$2.48K +5 +0.1%
FC
1380
Forte Capital
New York
$1.81M +$17.4K +35 +1%
MPI
1381
Mairs & Power Inc
Minnesota
$1.79M +$235K +473 +15%
PCM
1382
Princeton Capital Management
New Jersey
$1.79M +$16.9K +34 +1%
ACS
1383
Archford Capital Strategies
Illinois
$1.79M +$156K +313 +10%
IAS
1384
Insigneo Advisory Services
Florida
$1.78M +$1.49K +3 +0.1%
TWM
1385
TriaGen Wealth Management
California
$1.78M -$39.2K -79 -2%
CWM
1386
Cornerstone Wealth Management
Missouri
$1.77M +$1.77M +3,572 New
BOM
1387
Bank of Marin
California
$1.77M +$17.4K +35 +1%
CFG
1388
Cooper Financial Group
California
$1.77M +$30.8K +62 +2%
CPSC
1389
Carl P. Sherr & Co
Massachusetts
$1.77M
MMA
1390
Miracle Mile Advisors
California
$1.76M +$103K +207 +6%
CCMG
1391
Clark Capital Management Group
Pennsylvania
$1.76M +$30.3K +61 +2%
JWCA
1392
J.W. Coons Advisors
Ohio
$1.76M -$29.8K -60 -2%
LRIA
1393
Leonard Rickey Investment Advisors
Washington
$1.76M -$164K -330 -9%
PFA
1394
Peak Financial Advisors
Colorado
$1.75M +$26.3K +53 +2%
OPW
1395
Oxler Private Wealth
New York
$1.75M +$3.48K +7 +0.2%
SWP
1396
Strategic Wealth Partners
Ohio
$1.75M -$13.4K -27 -0.8%
AGC
1397
Aspen Grove Capital
Colorado
$1.75M +$45.2K +91 +3%
VWA
1398
Visionary Wealth Advisors
Illinois
$1.75M +$1.33M +2,675 +318%
DC
1399
DeDora Capital
California
$1.75M +$84.5K +170 +5%
LCM
1400
Legato Capital Management
California
$1.74M