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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 %
HT
1951
Heritage Trust
Oklahoma
$715K -$11.9K -24 -2%
SMA
1952
Sage Mountain Advisors
Georgia
$714K +$190K +382 +36%
AWA
1953
Aaron Wealth Advisors
Illinois
$714K -$77K -155 -10%
TC
1954
Trust Company
Kansas
$714K +$372K +749 +109%
TPCW
1955
TD Private Client Wealth
New York
$712K -$60.1K -121 -8%
EM
1956
Excalibur Management
Massachusetts
$711K +$2.48K +5 +0.4%
SL
1957
Sentry LLC
Tennessee
$710K +$710K +1,428 New
GHA
1958
GW Henssler & Associates
Georgia
$708K +$272K +547 +62%
GWM
1959
Greenwich Wealth Management
Connecticut
$706K -$18.9K -38 -3%
BWP
1960
BSW Wealth Partners
Colorado
$706K +$497 +1 +0.1%
PBO
1961
Peoples Bank (Ohio)
Ohio
$706K -$27.8K -56 -4%
OL
1962
Owen LaRue
Kentucky
$705K
BA
1963
Bridge Advisory
California
$705K +$2.98K +6 +0.4%
CFD
1964
Creative Financial Designs
Indiana
$704K +$37.3K +75 +6%
SFG
1965
Sovereign Financial Group
Connecticut
$703K -$994 -2 -0.1%
FFA
1966
Farther Finance Advisors
California
$702K +$113K +227 +19%
CS
1967
Capital Square
Tennessee
$701K -$17K -35 -2%
TIM
1968
Tevis Investment Management
Texas
$701K +$45.7K +92 +7%
TCM
1969
Teza Capital Management
Illinois
$698K +$698K +1,405 New
HTI
1970
Hikari Tsushin Inc
Japan
$696K
WPA
1971
West Paces Advisors
Georgia
$692K -$78.5K -158 -10%
SAF
1972
Smith Anglin Financial
Texas
$692K -$50.7K -102 -7%
WBC
1973
West Branch Capital
Massachusetts
$691K -$5.47K -11 -0.8%
BOPW
1974
Brandywine Oak Private Wealth
Pennsylvania
$690K +$9.94K +20 +1%
JHCP
1975
Jackson Hole Capital Partners
Oklahoma
$689K +$454K +913 +193%