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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 %
AWM
1976
Aberdeen Wealth Management
Illinois
$688K
RFA
1977
Resurgent Financial Advisors
Georgia
$687K -$98.4K -198 -13%
PAM
1978
Paradigm Asset Management
New York
$686K
BA
1979
Birinyi Associates
Connecticut
$683K -$397K -800 -37%
PHAM
1980
Palisades Hudson Asset Management
Florida
$683K
DIP
1981
DT Investment Partners
Pennsylvania
$681K
LFGH
1982
Lee Financial Group Hawaii
Hawaii
$680K +$29.8K +60 +5%
HFS
1983
Heritage Financial Services
Massachusetts
$679K +$13.9K +28 +2%
NIC
1984
Northwest Investment Counselors
Oregon
$678K -$8.45K -17 -1%
HIP
1985
HUB Investment Partners
Texas
$677K +$319K +642 +89%
JFGIW
1986
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$675K +$221K +445 +49%
NCM
1987
Northwest Capital Management
Oregon
$674K -$994 -2 -0.1%
TCM
1988
Tributary Capital Management
Nebraska
$673K -$14.9K -30 -2%
LGA
1989
Lebenthal Global Advisors
New York
$672K -$3.98K -8 -0.6%
PWA
1990
Peterson Wealth Advisors
Utah
$671K +$8.45K +17 +1%
HTHT
1991
Hemenway Trust Hemenway Trust
New Hampshire
$670K -$47.2K -95 -7%
ECM
1992
ExodusPoint Capital Management
New York
$670K -$17.3M -34,774 -96%
PCTC
1993
Perkins Coie Trust Company
Washington
$670K -$39.7K -80 -6%
FAT
1994
First American Trust
California
$669K -$45.2K -91 -6%
HFRG
1995
Houlihan Financial Resource Group
Virginia
$669K +$2.98K +6 +0.4%
VWMG
1996
Virginia Wealth Management Group
Virginia
$664K +$2.49K +5 +0.4%
MFWP
1997
Mosaic Family Wealth Partners
Missouri
$663K
SG
1998
Sharper & Granite
California
$662K
HSG
1999
Helen Stephens Group
Texas
$661K
MTIC
2000
Missouri Trust & Investment Company
Missouri
$658K -$8.45K -17 -1%