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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 %
SCA
1726
St. Clair Advisors
Ohio
$994K +$994K +2,000 New
LCM
1727
Logan Capital Management
Pennsylvania
$993K -$64.6K -130 -6%
IIA
1728
IPG Investment Advisors
California
$988K +$503K +1,012 +104%
LFA
1729
Laraway Financial Advisors
Minnesota
$988K -$68.1K -137 -6%
WSCM
1730
Wellington Shields Capital Management
New York
$986K
Financial Engines Advisors
1731
Financial Engines Advisors
California
$986K -$223K -448 -18%
IP
1732
Investment Partners
Ohio
$985K +$30.3K +61 +3%
RSA
1733
River Street Advisors
Illinois
$985K +$8.45K +17 +0.9%
MA
1734
MCF Advisors
Kentucky
$983K +$22.4K +45 +2%
AFG
1735
Allegheny Financial Group
Pennsylvania
$976K +$497 +1 +0.1%
AT
1736
Avalon Trust
New Mexico
$974K +$974K +1,961 New
FIA
1737
Foundations Investment Advisors
Arizona
$972K +$358K +721 +58%
MFG
1738
MidWestOne Financial Group
Iowa
$971K -$44.7K -90 -4%
NGA
1739
Naples Global Advisors
Florida
$970K
WPWM
1740
Western Pacific Wealth Management
Illinois
$969K +$100K +202 +12%
ISL
1741
Ingalls & Snyder LLC
New York
$967K +$2.98K +6 +0.3%
CNBTD
1742
Citizens National Bank Trust Department
Mississippi
$967K -$99.4K -200 -9%
LWP
1743
Lumature Wealth Partners
Georgia
$963K +$5.47K +11 +0.6%
IDBONY
1744
Israel Discount Bank of New York
New York
$962K -$16.4K -33 -2%
ECG
1745
Edge Capital Group
Georgia
$962K -$39.3K -79 -4%
NCG
1746
Newport Capital Group
New Jersey
$960K +$960K +2,103 New
FHC
1747
First Heartland Consultants
Missouri
$958K +$5.47K +11 +0.6%
CIC
1748
Cutler Investment Counsel
Oregon
$958K +$6.46K +13 +0.7%
FA
1749
Fermata Advisors
California
$955K +$67.6K +136 +8%
MSAM
1750
Moloney Securities Asset Management
Missouri
$955K +$28.3K +57 +3%