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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 %
IIC
1651
Ironwood Investment Counsel
Arizona
$1.12M -$150K -301 -12%
OWP
1652
Obermeyer Wealth Partners
Colorado
$1.12M -$118K -238 -10%
MAM
1653
Meeder Asset Management
Ohio
$1.12M -$4.55M -9,149 -80%
PWPS
1654
Pinnacle Wealth Planning Services
Ohio
$1.12M +$92.9K +187 +9%
DAM
1655
Delta Asset Management
Tennessee
$1.11M -$22.4K -45 -2%
RWA
1656
Redhawk Wealth Advisors
Minnesota
$1.11M +$43.2K +87 +4%
MA
1657
MKT Advisors
California
$1.11M +$3.48K +7 +0.3%
KCM
1658
Kathmere Capital Management
Pennsylvania
$1.11M +$439K +883 +65%
GFA
1659
Gallagher Fiduciary Advisors
Illinois
$1.11M +$1.11M +2,232 New
DFG
1660
Delta Financial Group
New Jersey
$1.11M +$15.4K +31 +1%
CMI
1661
Clare Market Investments
Texas
$1.1M -$287K -578 -21%
PFG
1662
Prosperity Financial Group
California
$1.1M +$15.4K +31 +1%
CB
1663
Centennial Bank
Arkansas
$1.09M -$99.4K -200 -8%
JIP
1664
Jaffetilchin Investment Partners
Florida
$1.09M +$1.99K +4 +0.2%
CG
1665
Corundum Group
Colorado
$1.09M +$313K +630 +40%
ORAM
1666
One River Asset Management
Connecticut
$1.09M +$390K +792 +55%
ICM
1667
IMS Capital Management
Oregon
$1.09M +$83K +167 +8%
MFG
1668
Monumental Financial Group
Maryland
$1.09M +$68.6K +138 +7%
LWA
1669
Lineweaver Wealth Advisors
Ohio
$1.09M +$2.99K +6 +0.3%
FMWA
1670
Forvis Mazars Wealth Advisors
Missouri
$1.09M +$19.9K +40 +2%
SPFA
1671
Summit Place Financial Advisors
New Jersey
$1.09M +$1.09M +2,184 New
SFG
1672
Snider Financial Group
Washington
$1.08M +$1.08M +2,176 New
VCP
1673
Verus Capital Partners
Arizona
$1.08M +$395K +796 +58%
EFL
1674
ERn Financial LLC
Wisconsin
$1.08M +$15.4K +31 +1%
KMWM
1675
Keudell/Morrison Wealth Management
Oregon
$1.08M -$7.95K -16 -0.7%