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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 %
BOH
1751
Bank of Hawaii
Hawaii
$954K -$385K -774 -29%
CWM
1752
Circle Wealth Management
New Jersey
$953K +$149K +299 +18%
Nomura Holdings
1753
Nomura Holdings
Japan
$953K +$300K +603 +46%
C
1754
CEDRUS
Colorado
$952K +$22.4K +45 +2%
PMA
1755
Prudent Man Advisors
Illinois
$951K -$994 -2 -0.1%
GFP
1756
Gryphon Financial Partners
Ohio
$948K -$23.4K -47 -2%
BCM
1757
Buckhead Capital Management
Georgia
$946K -$52.2K -105 -5%
BFIC
1758
Bedell Frazier Investment Counselling
California
$944K -$48.7K -98 -5%
MIM
1759
Meridiem Investment Management
United Kingdom
$943K -$178K -358 -16%
LWM
1760
Liberty Wealth Management
California
$943K +$943K +1,907 New
QC
1761
Quent Capital
New York
$938K +$5.46K +11 +0.6%
KIG
1762
Kennedy Investment Group
New Jersey
$931K +$1.49K +3 +0.2%
MFA
1763
Mayflower Financial Advisors
Massachusetts
$928K +$23.4K +47 +3%
WFI
1764
West Family Investments
California
$928K
AWS
1765
Arkfeld Wealth Strategies
Nebraska
$927K +$997 +2 +0.1%
RLWM
1766
RF&L Wealth Management
Massachusetts
$927K
SIC
1767
Sterling Investment Counsel
New York
$925K +$497 +1 +0.1%
BFM
1768
Boothbay Fund Management
New York
$922K -$772K -1,554 -46%
CF
1769
Clarity Financial
Texas
$921K -$8.83M -17,771 -91%
PWM
1770
Palumbo Wealth Management
New York
$921K +$48.7K +98 +6%
BWM
1771
BigSur Wealth Management
Florida
$919K -$74.5K -150 -8%
KIC
1772
Keating Investment Counselors
Florida
$918K -$203K -408 -18%
SFPG
1773
Stonebridge Financial Planning Group
Florida
$918K +$17.9K +36 +2%
PAA
1774
Peregrine Asset Advisers
Oregon
$918K -$34.8K -70 -4%
CPM
1775
Connective Portfolio Management
New York
$917K