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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 %
WCM
1476
Whitener Capital Management
North Carolina
$1.52M -$10.4K -21 -0.7%
SIM
1477
Sentry Investment Management
Wisconsin
$1.52M +$56.6K +114 +4%
EVM
1478
Evelyn V. Moreno
$1.52M -$1.02M -2,045 -40%
APIM
1479
Agate Pass Investment Management
Washington
$1.52M +$14.9K +30 +1%
VF
1480
Virtu Financial
New York
$1.51M -$6.29M -12,656 -81%
RWB
1481
RMR Wealth Builders
New Jersey
$1.51M +$123K +248 +9%
SS
1482
Sunbelt Securities
Texas
$1.5M +$33.9K +69 +2%
MTC
1483
Matrix Trust Company
Colorado
$1.5M -$352K -708 -19%
FDS
1484
First Dallas Securities
Texas
$1.5M +$1.49K +3 +0.1%
WP
1485
Westmount Partners
California
$1.5M +$178K +359 +13%
SMWM
1486
Silvia McColl Wealth Management
California
$1.5M +$1.99K +4 +0.1%
HNWAG
1487
High Net Worth Advisory Group
Florida
$1.5M +$265K +534 +21%
CWS
1488
Cypress Wealth Services
California
$1.5M
SAA
1489
Southeast Asset Advisors
Georgia
$1.5M +$799K +1,608 +115%
AWE
1490
Avidian Wealth Enterprises
Texas
$1.49M +$385K +774 +35%
SACTSONJ
1491
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.49M
WP
1492
Waycross Partners
Kentucky
$1.49M
LFM
1493
LGT Fund Management
Liechtenstein
$1.49M +$1.49M +3,000 New
CIM
1494
Caldwell Investment Management
Ontario, Canada
$1.49M +$1.49M +3,000 New
CHC
1495
City Holding Co
West Virginia
$1.49M +$425K +855 +40%
CWM
1496
Compass Wealth Management
Connecticut
$1.49M
BS
1497
Bessemer Securities
New York
$1.49M +$556K +1,119 +60%
PFGIA
1498
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$10.4K +21 +0.7%
SIG
1499
Sky Investment Group
Connecticut
$1.48M +$4.97K +10 +0.3%
GKWIM
1500
Gerber Kawasaki Wealth & Investment Management
California
$1.47M +$185K +373 +14%