COST icon

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 %
S
1776
SimplyRich
California
$916K +$5.96K +12 +0.7%
WG
1777
Welch Group
Alabama
$916K +$61.6K +124 +7%
BRA
1778
Bender Robert & Associates
California
$913K -$21.4K -43 -2%
AIA
1779
Arbor Investment Advisors
North Carolina
$913K +$497 +1 +0.1%
FFG
1780
Fortem Financial Group
California
$911K
CGA
1781
Crescent Grove Advisors
Illinois
$910K +$24.8K +50 +3%
NERM
1782
New England Research & Management
Illinois
$907K -$74.5K -150 -8%
SWM
1783
Stockman Wealth Management
Montana
$905K -$4.47K -9 -0.5%
CWM
1784
Connecticut Wealth Management
Connecticut
$903K -$47.7K -96 -5%
WA
1785
Wealth Alliance
New York
$902K +$78K +157 +9%
MCA
1786
MSH Capital Advisors
Arizona
$896K -$1.99K -4 -0.2%
PP
1787
PDT Partners
New York
$895K -$1.09M -2,198 -55%
VEA
1788
Virtus ETF Advisers
New York
$895K +$90.4K +182 +11%
RWPA
1789
Richard W. Paul & Associates
Michigan
$894K +$79.5K +160 +10%
TIM
1790
Tortoise Investment Management
New York
$893K
SICM
1791
Sustainable Insight Capital Management
New York
$890K +$617K +1,242 +226%
CA
1792
Cornerstone Advisory
Maryland
$889K +$236K +475 +36%
CAG
1793
Curtis Advisory Group
California
$886K -$167K -336 -16%
CCM
1794
Carlson Capital Management
Minnesota
$886K -$13.4K -27 -1%
WCG
1795
Weaver Consulting Group
California
$882K -$7.45K -15 -0.8%
MFS
1796
Mirabella Financial Services
United Kingdom
$880K +$880K +1,772 New
PL
1797
Plancorp LLC
Missouri
$880K +$14.9K +30 +2%
JF
1798
JSF Financial
California
$879K -$7.95K -16 -0.9%
VFA
1799
Voya Financial Advisors
Connecticut
$878K +$25.1K +51 +3%
CFA
1800
Cahill Financial Advisors
Minnesota
$878K -$497 -1 -0.1%