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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 %
NAMP
1576
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.28M +$124K +250 +11%
KWM
1577
Keebeck Wealth Management
Illinois
$1.27M
SIA
1578
Soltis Investment Advisors
Utah
$1.27M +$23.4K +47 +2%
JFG
1579
Jefferies Financial Group
New York
$1.27M -$913K -1,838 -42%
CM
1580
Capula Management
Cayman Islands
$1.26M -$16.3M -32,832 -93%
ARS
1581
Adirondack Retirement Specialists
New York
$1.26M +$217K +436 +21%
MP
1582
McDonald Partners
Ohio
$1.26M +$6.46K +13 +0.5%
PIA
1583
Perennial Investment Advisors
California
$1.26M +$330K +665 +35%
PI
1584
PGGM Investments
Netherlands
$1.26M -$1.89M -3,813 -60%
LNWTC
1585
Laird Norton Wetherby Trust Company
Washington
$1.26M -$42.2K -85 -3%
WA
1586
Wealth Advisors
California
$1.26M
WMP
1587
Wealth Management Partners
Arizona
$1.26M +$263K +529 +26%
GC
1588
Grimes & Company
Massachusetts
$1.26M -$13.5M -27,205 -91%
MWM
1589
Massachusetts Wealth Management
Massachusetts
$1.25M -$102K -205 -8%
SAM
1590
Sabadell Asset Management
Spain
$1.25M
TBC
1591
Ted Buchan & Co
California
$1.25M -$1.99K -4 -0.2%
NC
1592
NovaPoint Capital
Georgia
$1.25M -$58.6K -118 -4%
WCM
1593
Washburn Capital Management
Florida
$1.25M -$59.6K -120 -5%
MLIM
1594
Mountain Lake Investment Management
Florida
$1.24M +$99.4K +200 +9%
AA
1595
Apriem Advisors
California
$1.24M +$158K +319 +15%
WKWM
1596
Walter & Keenan Wealth Management
Indiana
$1.24M
MA
1597
MONECO Advisors
Connecticut
$1.24M +$373K +750 +43%
SSI
1598
Scott & Selber Inc
Texas
$1.24M +$1.99K +4 +0.2%
OCM
1599
Orion Capital Management
California
$1.23M
NQWM
1600
Northwest Quadrant Wealth Management
Oregon
$1.23M +$1.49K +3 +0.1%