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 %
FBFS
1526
First Business Financial Services
Wisconsin
$1.41M +$24.3K +49 +2%
IPAM
1527
ICICI Prudential Asset Management
India
$1.41M +$308K +619 +28%
EAM
1528
EFG Asset Management
Oregon
$1.41M -$241K -485 -15%
WPW
1529
Waldron Private Wealth
Pennsylvania
$1.41M -$31.8K -64 -2%
IA
1530
Insight Advisors
Pennsylvania
$1.41M -$217K -437 -13%
CFA
1531
Camarda Financial Advisors
Florida
$1.41M +$1.41M +2,831 New
BCA
1532
Bay Colony Advisors
Massachusetts
$1.4M -$47.7K -97 -3%
VWM
1533
Vigilare Wealth Management
Arizona
$1.4M -$50.2K -101 -3%
BLC
1534
Brown, Lisle/Cummings
Rhode Island
$1.4M +$62.1K +125 +5%
HI
1535
Horizon Investments
North Carolina
$1.39M +$283K +570 +25%
QT
1536
Quantamental Technologies
New York
$1.39M +$318K +641 +30%
AWA
1537
Arkadios Wealth Advisors
Georgia
$1.39M +$12.9K +26 +0.9%
CM
1538
Castleark Management
Illinois
$1.39M
MC
1539
Martin & Co
Tennessee
$1.39M -$22.4K -45 -2%
AL
1540
ACAS LLC
California
$1.39M +$86.5K +174 +7%
SHFA
1541
SS&H Financial Advisors
Michigan
$1.39M
FCP
1542
Fidelis Capital Partners
Florida
$1.39M +$805K +1,613 +139%
G
1543
GenTrust
Florida
$1.38M +$1.38M +2,784 New
AFG
1544
ABLE Financial Group
Arizona
$1.38M +$1.38M +2,782 New
EWM
1545
Evermay Wealth Management
Virginia
$1.38M +$43.7K +88 +3%
AFS
1546
Aft Forsyth & Sober
Florida
$1.38M
SAM
1547
Strategy Asset Managers
California
$1.38M -$27.8K -56 -2%
EIA
1548
Eastover Investment Advisors
North Carolina
$1.37M +$29.8K +60 +2%
HFG
1549
Heron Financial Group
New York
$1.37M -$52.7K -106 -4%
BI
1550
Ballast Inc
Kentucky
$1.37M +$35.8K +72 +3%