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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 %
SA
1876
Syntax Advisors
New York
$805K +$12.9K +26 +2%
FOA
1877
Five Oceans Advisors
California
$805K +$155K +312 +24%
IGGA
1878
Iron Gate Global Advisors
Utah
$804K +$14.9K +30 +2%
CRWM
1879
Castle Rock Wealth Management
California
$803K +$9.51K +19 +1%
FPAS
1880
Focus Partners Advisor Solutions
Missouri
$801K -$102K -206 -11%
TC
1881
Telemus Capital
Michigan
$800K +$5.96K +12 +0.8%
I
1882
InceptionR
California
$800K +$800K +1,610 New
DA
1883
Dillon & Associates
Michigan
$794K +$557K +1,120 +235%
HCP
1884
Hexagon Capital Partners
Arkansas
$792K -$28.8K -58 -4%
CSWG
1885
Cardinal Strategic Wealth Guidance
Kentucky
$792K -$18.4K -37 -2%
LIM
1886
Lathrop Investment Management
Arkansas
$790K -$224K -451 -22%
OC
1887
Oakworth Capital
Alabama
$790K +$4.97K +10 +0.6%
STAS
1888
Strong Tower Advisory Services
Minnesota
$786K +$25.3K +51 +3%
WEG
1889
World Equity Group
Illinois
$785K +$434K +12,481 +123%
GSIS
1890
Global Strategic Investment Solutions
Arizona
$785K -$994 -2 -0.1%
AWAG
1891
ARS Wealth Advisors Group
Florida
$785K -$54.7K -110 -7%
CHP
1892
Cable Hill Partners
Oregon
$783K -$151K -303 -16%
PWM
1893
Prentice Wealth Management
New York
$782K +$480K +967 +160%
SCA
1894
Scott Capital Advisors
Oregon
$781K
RPWA
1895
Regent Peak Wealth Advisors
Georgia
$781K -$37.8K -76 -5%
GIP
1896
Greatmark Investment Partners
Georgia
$780K
JSW
1897
Journey Strategic Wealth
New Jersey
$775K +$190K +383 +33%
SWM
1898
Silverlake Wealth Management
Vermont
$775K +$5.96K +12 +0.8%
CAP
1899
Columbia Advisory Partners
Washington
$775K +$12.4K +25 +2%
LA
1900
LexAurum Advisors
Kansas
$773K -$24.8K -50 -3%