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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 %
NIM
1926
Nexus Investment Management
Ontario, Canada
$740K
GG
1927
Gleason Group
Kentucky
$739K +$994 +2 +0.1%
SFG
1928
SNS Financial Group
Minnesota
$738K -$347K -698 -32%
OHIS
1929
Oak Harvest Investment Services
Texas
$737K +$120K +241 +19%
SRC
1930
Sage Rhino Capital
California
$737K +$15.9K +32 +2%
CCP
1931
Carmel Capital Partners
California
$735K +$735K +1,480 New
ACP
1932
Aviance Capital Partners
Florida
$735K +$16.9K +34 +2%
BWM
1933
Biltmore Wealth Management
Arizona
$731K -$10.9K -22 -1%
GG
1934
Golden Green
South Carolina
$730K -$656K -1,321 -47%
SAM
1935
Sompo Asset Management
Japan
$730K +$69.6K +140 +11%
CWM
1936
Centurion Wealth Management
Virginia
$730K +$5.96K +12 +0.8%
GAG
1937
GM Advisory Group
New York
$727K +$29.8K +60 +4%
MC
1938
Miramar Capital
Illinois
$726K +$45.2K +91 +7%
OMC
1939
Overbrook Management Corp
New York
$722K
WFA
1940
Wellspring Financial Advisors
Ohio
$721K +$14.4K +29 +2%
GCWM
1941
Graham Capital Wealth Management
District of Columbia
$720K +$720K +145 New
ARMT
1942
Amica Retiree Medical Trust
Rhode Island
$720K +$126K +254 +21%
EFG
1943
Ethos Financial Group
Pennsylvania
$719K +$23.6K +47 +3%
TCM
1944
Tradewinds Capital Management
Washington
$719K +$46.2K +93 +7%
APA
1945
Astoria Portfolio Advisors
New York
$718K +$5.47K +11 +0.8%
PT
1946
Plimoth Trust
Massachusetts
$718K -$57.1K -115 -7%
PMFA
1947
Plante Moran Financial Advisors
Michigan
$718K -$27.3K -55 -4%
MC
1948
Montag & Caldwell
Georgia
$717K
RCM
1949
Radnor Capital Management
Pennsylvania
$716K +$68.5K +138 +11%
IIA
1950
Integral Investment Advisors
California
$715K +$10.4K +21 +1%