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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 %
GAM
1551
Grandview Asset Management
Pennsylvania
$1.36M +$994 +2 +0.1%
HH
1552
HWG Holdings
Texas
$1.36M -$601K -1,210 -31%
EWA
1553
EverSource Wealth Advisors
Alabama
$1.35M +$147K +295 +12%
FNBOSM
1554
First National Bank of South Miami
Florida
$1.35M -$21.9K -44 -2%
CHA
1555
Carmichael Hill & Associates
Maryland
$1.35M +$3.98K +8 +0.3%
IAS
1556
Investment Advisory Services
Texas
$1.35M
1IA
1557
1834 Investment Advisors
Wisconsin
$1.34M +$1.34M +2,695 New
AFC
1558
AFT Forsyth & Company
Florida
$1.34M -$10.9K -22 -0.8%
TFA
1559
Transamerica Financial Advisors
Florida
$1.33M +$343K +690 +35%
Twin Tree Management
1560
Twin Tree Management
Texas
$1.32M -$60.5M -121,728 -98%
TWM
1561
Tradition Wealth Management
Minnesota
$1.31M +$32.3K +65 +3%
WSFS
1562
Wilmington Savings Fund Society
Delaware
$1.31M +$55.6K +112 +4%
WFC
1563
Western Financial Corp
California
$1.3M -$417K -839 -24%
PTC
1564
Philadelphia Trust Company
Pennsylvania
$1.3M
CC
1565
Commons Capital
Massachusetts
$1.3M -$29.3K -59 -2%
LB
1566
Legacy Bridge
Iowa
$1.3M +$37.3K +75 +3%
SXL
1567
Summit X LLC
Missouri
$1.3M -$15.4K -31 -1%
WP
1568
WMS Partners
Maryland
$1.29M -$17.9K -36 -1%
VF
1569
VitalStone Financial
Texas
$1.29M +$1.29M +2,266 +226,600%
NME
1570
Notis-McConarty Edward
$1.29M -$12.4K -25 -1%
CP
1571
Capital Planning
Washington
$1.29M +$497 +1 +0%
VV
1572
Verity & Verity
South Carolina
$1.29M -$6.46K -13 -0.5%
EF
1573
Empowered Funds
Pennsylvania
$1.28M +$395K +795 +45%
NFSG
1574
Newbridge Financial Services Group
Florida
$1.28M -$123K -247 -9%
IAMOG
1575
Investors Asset Management of Georgia
Georgia
$1.28M