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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 %
RIA
1901
Richwood Investment Advisors
Ohio
$772K -$4.97K -10 -0.6%
WA
1902
WP Advisors
California
$772K -$20.9K -42 -3%
AW
1903
Alaethes Wealth
Nevada
$770K -$1.5M -3,027 -66%
MWC
1904
MBM Wealth Consultants
Missouri
$768K
MCM
1905
Morton Capital Management
California
$766K +$33.8K +68 +5%
MSFS
1906
Main Street Financial Solutions
Pennsylvania
$766K -$4.47K -9 -0.6%
VT
1907
Vise Technologies
New York
$766K -$352K -708 -31%
GFP
1908
Guardian Financial Partners
California
$765K -$172K -347 -18%
CIG
1909
Cascade Investment Group
Colorado
$764K
IA
1910
IFG Advisory
Georgia
$764K -$47.2K -95 -6%
HIC
1911
Holderness Investments Company
North Carolina
$763K -$2.48K -5 -0.3%
ABC
1912
Associated Banc-Corp
Wisconsin
$759K -$7.95K -16 -1%
WA
1913
WESPAC Advisors
California
$754K +$754K +1,517 New
PFBT
1914
Parkside Financial Bank & Trust
Missouri
$753K +$14.4K +29 +2%
LBA
1915
Lowell Blake & Associates
Massachusetts
$753K -$19.9K -40 -3%
WB
1916
West Bancorporation
Iowa
$750K -$82K -165 -10%
SWS
1917
SYSTM Wealth Solutions
Illinois
$748K +$136K +273 +22%
C
1918
Certuity
Florida
$747K -$1.99K -4 -0.3%
DMBA
1919
Deseret Mutual Benefit Administrators
Utah
$746K -$15.9K -32 -2%
LSIA
1920
LaSalle St. Investment Advisors
Illinois
$746K +$746K +1,502 New
CC
1921
Constitution Capital
Connecticut
$745K
LAM
1922
Lynch Asset Management
Pennsylvania
$745K +$745K +1,500 New
VA
1923
Valmark Advisers
Ohio
$744K +$120K +241 +19%
EWM
1924
Elite Wealth Management
Washington
$743K +$5.96K +12 +0.8%
GWWM
1925
Great Waters Wealth Management
Minnesota
$740K -$23.8K -47 -3%