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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 %
FA
1676
FDx Advisors
Illinois
$1.08M
NW
1677
Naviter Wealth
Arkansas
$1.08M -$113K -228 -10%
SM
1678
Sweeney & Michel
California
$1.07M +$1.07M +2,082 New
MSWMA
1679
Market Street Wealth Management Advisors
Indiana
$1.07M -$994 -2 -0.1%
CAI
1680
Capital Advisors Inc
Oklahoma
$1.07M +$48.2K +97 +5%
GSEP
1681
Golden State Equity Partners
California
$1.07M +$1.07M +2,147 New
LIM
1682
Leavell Investment Management
Alabama
$1.07M -$19.9K -40 -2%
PO
1683
Private Ocean
California
$1.07M -$5.47K -11 -0.5%
LFG
1684
Larson Financial Group
Missouri
$1.06M +$472K +950 +80%
BO
1685
Bank OZK
Arkansas
$1.06M -$51.2K -103 -5%
FC
1686
Fusion Capital
South Carolina
$1.06M -$994 -2 -0.1%
GWANC
1687
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.05M -$6.46K -13 -0.6%
ST
1688
Smithfield Trust
Pennsylvania
$1.05M -$103K -208 -9%
TW
1689
TrinityPoint Wealth
Connecticut
$1.05M +$10.4K +21 +1%
AA
1690
Argent Advisors
Louisiana
$1.05M -$6.46K -13 -0.6%
WAOI
1691
Wealth Advisors of Iowa
Iowa
$1.05M -$49.7K -100 -5%
AWP
1692
Abacus Wealth Partners
California
$1.05M +$828K +1,658 +377%
CIA
1693
Cladis Investment Advisory
Montana
$1.04M +$313K +630 +43%
BCM
1694
Birmingham Capital Management
Alabama
$1.04M
CB
1695
CNB Bank
Pennsylvania
$1.04M +$24.8K +50 +2%
WPC
1696
Wedmont Private Capital
Pennsylvania
$1.04M +$167K +338 +19%
AL
1697
Aspiriant LLC
California
$1.04M +$52.7K +106 +5%
MHIC
1698
Marble Harbor Investment Counsel
Massachusetts
$1.04M +$34.8K +70 +3%
ZIG
1699
Zullo Investment Group
Pennsylvania
$1.03M +$29.3K +59 +3%
V
1700
VeraBank
Texas
$1.03M -$994 -2 -0.1%