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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 %
PFC
1801
Phocas Financial Corp
California
$877K +$15.4K +31 +2%
PP
1802
PDS Planning
Ohio
$877K +$469K +943 +115%
DLG
1803
Daniel L. Goodwin
$877K
HHGA
1804
Halbert Hargrove Global Advisors
California
$876K -$7.45K -15 -0.8%
HGWM
1805
Horst & Graben Wealth Management
Oregon
$875K +$1.49K +3 +0.2%
EFG
1806
Everhart Financial Group
Ohio
$874K +$88.4K +178 +11%
GL
1807
Graypoint LLC
New York
$874K +$231K +466 +36%
GAM
1808
Gould Asset Management
California
$873K +$7.46K +15 +0.9%
9WM
1809
9258 Wealth Management
Ohio
$870K +$49.7K +100 +6%
RCIM
1810
Red Cedar Investment Management
Michigan
$870K -$36.3K -73 -4%
PCA
1811
Peddock Capital Advisors
Massachusetts
$868K
CFO
1812
CVA Family Office
Colorado
$867K +$17.4K +35 +2%
AFP
1813
Ausdal Financial Partners
Iowa
$865K +$33.8K +68 +4%
PCWA
1814
Pacific Capital Wealth Advisors
California
$862K -$12.9K -26 -1%
GFS
1815
GYL Financial Synergies
Connecticut
$861K +$68.1K +137 +9%
BHBT
1816
Burke & Herbert Bank & Trust
Virginia
$860K -$17.4K -35 -2%
LCOV
1817
London Company of Virginia
Virginia
$860K
PFG
1818
PAX Financial Group
Texas
$858K +$2.48K +5 +0.3%
CCG
1819
Ceeto Capital Group
Florida
$858K +$13.4K +27 +2%
KW
1820
KWB Wealth
California
$857K +$474K +1,038 +124%
WPW
1821
Warther Private Wealth
Ohio
$857K +$994 +2 +0.1%
Kayne Anderson Rudnick Investment Management
1822
Kayne Anderson Rudnick Investment Management
California
$857K
AA
1823
Advisory Alpha
Michigan
$856K -$7.95K -16 -0.9%
LCM
1824
LCM Capital Management
Illinois
$856K +$53.7K +108 +7%
IWP
1825
Icon Wealth Partners
Texas
$854K +$854K +1,718 New