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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 %
AC
1851
Avestar Capital
New York
$831K +$90.4K +182 +12%
TPW
1852
Transatlantique Private Wealth
New York
$828K +$102K +205 +14%
3F
1853
360 Financial
Minnesota
$827K -$3.48K -7 -0.4%
CA
1854
Claro Advisors
Massachusetts
$826K +$24.8K +50 +3%
FCA
1855
FinTrust Capital Advisors
South Carolina
$825K
NAS
1856
Nicolet Advisory Services
Wisconsin
$825K +$218K +449 +36%
BCMLT
1857
Beacon Capital Management LLC (Tennessee)
Tennessee
$824K -$1.49K -3 -0.2%
TNBTD
1858
Trustmark National Bank Trust Department
Mississippi
$824K +$342K +689 +71%
CA
1859
Centerpoint Advisors
Massachusetts
$821K +$993 +2 +0.1%
SCA
1860
Sander Capital Advisors
Washington
$821K +$254K +511 +45%
AC
1861
Allstate Corporation
Illinois
$819K -$7.99M -16,088 -91%
ZIC
1862
ZWJ Investment Counsel
Georgia
$819K -$38.3K -77 -4%
DCM
1863
Dudley Capital Management
Virginia
$817K
WG
1864
Winton Group
United Kingdom
$815K -$1.24M -2,490 -60%
LPAM
1865
Lodestar Private Asset Management
California
$814K +$29.8K +60 +4%
SCG
1866
Sonata Capital Group
Washington
$814K
TFF
1867
The Family Firm
Maryland
$814K +$4.97K +10 +0.6%
TFA
1868
Toth Financial Advisory
Virginia
$812K +$76K +153 +10%
ARC
1869
Advisor Resource Council
Texas
$812K +$567K +1,138 +232%
SIAG
1870
Signet Investment Advisory Group
Rhode Island
$811K -$47.2K -95 -5%
RDFA
1871
Ritter Daniher Financial Advisory
Ohio
$811K +$37.3K +75 +5%
Bank Julius Baer & Co
1872
Bank Julius Baer & Co
Switzerland
$810K -$124K -250 -13%
VBCG
1873
Valley Brook Capital Group
Pennsylvania
$810K +$4.97K +10 +0.6%
HFS
1874
HBC Financial Services
Washington
$807K -$83.9K -170 -9%
VCG
1875
Vantage Consulting Group
Virginia
$805K +$12.9K +26 +2%