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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 %
GFG
1826
Goldstone Financial Group
Illinois
$853K +$853K +1,716 New
CPRC
1827
Consolidated Portfolio Review Corp
New York
$853K +$853K +1,716 New
FCFS
1828
First Command Financial Services
Texas
$853K +$65.6K +132 +8%
FCB
1829
First Command Bank
Texas
$853K +$65.6K +132 +8%
PTB
1830
Pioneer Trust Bank
Oregon
$850K +$49.7K +100 +6%
FA
1831
Faithward Advisors
Pennsylvania
$850K +$217K +433 +34%
PGCM
1832
Prescott Group Capital Management
Oklahoma
$849K
AIA
1833
Alera Investment Advisors
Illinois
$849K +$9.44K +19 +1%
HA
1834
Herold Advisors
New York
$848K -$1.64M -3,300 -66%
HPM
1835
Hoxton Planning & Management
West Virginia
$848K +$1.49K +3 +0.2%
MA
1836
MJP Associates
Connecticut
$848K -$13.4K -27 -2%
TCB
1837
Texas Capital Bancshares
Texas
$847K +$6.96K +14 +0.8%
TCM
1838
Traynor Capital Management
Pennsylvania
$845K +$44.2K +89 +6%
CSI
1839
Cross Staff Investments
New York
$845K +$49.7K +100 +6%
RZH
1840
Relyea Zuckerberg Hanson
Connecticut
$843K +$33.8K +68 +4%
JSL
1841
JT Stratford LLC
Georgia
$842K +$139K +279 +20%
JWA
1842
JFS Wealth Advisors
Pennsylvania
$842K -$18.4K -37 -2%
OLVIG
1843
Oliver Lagore Vanvalin Investment Group
Michigan
$840K +$141K +284 +20%
ESB
1844
Essex Savings Bank
Connecticut
$838K -$52.7K -106 -6%
ATC
1845
Adirondack Trust Company
New York
$838K -$18.9K -38 -2%
FNBOH
1846
First National Bank of Hutchinson
Kansas
$837K +$297K +597 +55%
LCS
1847
Levin Capital Strategies
New York
$837K
PWA
1848
Physician Wealth Advisors
Utah
$835K +$992 +2 +0.1%
NFA
1849
Northern Financial Advisors
Michigan
$833K +$71.5K +144 +9%
VCM
1850
Viewpoint Capital Management
Washington
$832K