COST icon

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
1401
Synergy Asset Management
Washington
$1.74M -$39.8K -80 -2%
GTAM
1402
Global Trust Asset Management
Florida
$1.74M +$72K +145 +4%
CL
1403
CIM LLC
New York
$1.73M +$166K +335 +11%
HWP
1404
Highline Wealth Partners
California
$1.73M
GWMIA
1405
Global Wealth Management Investment Advisory
Florida
$1.73M +$86.5K +174 +5%
CFP
1406
Curran Financial Partners
South Carolina
$1.72M +$18.4K +37 +1%
CS
1407
Comerica Securities
Michigan
$1.71M -$19.4K -39 -1%
PCM
1408
Pointe Capital Management
Michigan
$1.71M
BHIC
1409
Bassett Hargrove Investment Counsel
Delaware
$1.71M -$23.4K -47 -1%
BBNB
1410
Baker Boyer National Bank
Washington
$1.71M -$554K -1,115 -25%
DBRC
1411
D.B. Root & Company
Pennsylvania
$1.7M +$27.3K +55 +2%
MMPW
1412
Mitchell McLeod Pugh & Williams
Alabama
$1.69M +$29.8K +60 +2%
SWA
1413
SFMG Wealth Advisors
Texas
$1.69M +$44.2K +89 +3%
PI
1414
PEAK6 Investments
Illinois
$1.69M -$2.05M -4,117 -55%
HH
1415
Hilltop Holdings
Texas
$1.69M -$566K -1,140 -25%
AA
1416
Aire Advisors
California
$1.69M +$465K +936 +38%
TCA
1417
Transcend Capital Advisors
New Jersey
$1.68M -$108K -218 -6%
TIA
1418
Tiemann Investment Advisors
California
$1.68M -$21.4K -43 -1%
BAMCO Inc
1419
BAMCO Inc
New York
$1.68M +$123K +247 +8%
MLA
1420
My Legacy Advisors
Oregon
$1.66M -$8.4K -17 -0.5%
TWM
1421
Triton Wealth Management
Arizona
$1.66M -$7.26K -14 -0.4%
JF
1422
Jump Financial
Illinois
$1.66M +$1.66M +3,331 New
QCG
1423
Quadrant Capital Group
Ohio
$1.65M +$115K +232 +8%
FNWM
1424
Financial Network Wealth Management
Utah
$1.64M -$6.96K -14 -0.4%
Verition Fund Management
1425
Verition Fund Management
Connecticut
$1.64M -$8.68M -17,472 -84%