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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 %
RWI
1701
Red Wave Investments
Pennsylvania
$1.03M -$15.9K -32 -2%
OW
1702
Olistico Wealth
Oklahoma
$1.03M
CRI
1703
Colonial River Investments
Virginia
$1.03M +$57.1K +115 +6%
UL
1704
Unionview LLC
Washington
$1.03M -$129K -260 -11%
WQ
1705
Wealth Quarterback
New Jersey
$1.02M -$1.49K -3 -0.1%
LNB
1706
Ledyard National Bank
$1.01M -$94.9K -191 -9%
ECM
1707
Exchange Capital Management
Michigan
$1.01M -$9.94K -20 -1%
AWM
1708
Arista Wealth Management
Nevada
$1.01M +$6.96K +14 +0.7%
ODG
1709
O'Dell Group
Ohio
$1.01M +$3.48K +7 +0.3%
APG
1710
Abacus Planning Group
South Carolina
$1.01M -$5.47K -11 -0.5%
DG
1711
DMC Group
Alabama
$1.01M +$16.9K +34 +2%
RA
1712
RFG Advisory
Alabama
$1.01M -$36.8K -74 -4%
SAMC
1713
Spectrum Asset Management (California)
California
$1.01M +$40.7K +82 +4%
GPI
1714
General Partner Inc
Pennsylvania
$1.01M
VDI
1715
Vaughan David Investments
Illinois
$1.01M +$33.3K +67 +3%
CW
1716
Channel Wealth
California
$1.01M +$1.01M +2,025 New
UAS
1717
United Asset Strategies
New York
$1.01M +$63.1K +127 +7%
ONST
1718
Old North State Trust
North Carolina
$1M +$28.8K +58 +3%
SCM
1719
Stonebridge Capital Management
California
$1M
MHS
1720
M Holdings Securities
Oregon
$999K +$4.97K +10 +0.5%
BC
1721
Brookfield Corp
Ontario, Canada
$998K +$998K +2,009 New
SSA
1722
South Street Advisors
New York
$996K
SOS
1723
Silver Oak Securities
Tennessee
$994K -$44.2K -89 -4%
FSA
1724
Franklin Street Advisors
North Carolina
$994K -$7.46K -15 -0.7%
PWAM
1725
Pinnacle West Asset Management
Wyoming
$994K +$994K +2,000 New