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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 %
RWP
2001
Ridgecrest Wealth Partners
California
$658K
CWM
2002
C2C Wealth Management
Arizona
$657K +$657K +1,344 New
SGK
2003
Steigerwald Gordon & Koch
Virginia
$656K +$14.4K +29 +2%
WWC
2004
Waypoint Wealth Counsel
Georgia
$656K +$21.9K +44 +3%
MC
2005
Matisse Capital
Oregon
$655K
PWA
2006
Providence Wealth Advisors
Illinois
$654K -$5.04K -10 -0.8%
MWP
2007
Madison Wealth Partners
Wisconsin
$654K +$5.96K +12 +0.9%
OA
2008
Oxbow Advisors
Texas
$654K
SFG
2009
Synergy Financial Group
California
$654K -$7.95K -16 -1%
1W
2010
1776 Wealth
Georgia
$653K +$2.48K +5 +0.4%
PIM
2011
Profit Investment Management
Maryland
$651K
ZIMP
2012
Zimmermann Investment Management & Planning
Pennsylvania
$649K +$10.9K +22 +2%
EA
2013
Emerald Advisers
Pennsylvania
$646K +$184K +370 +40%
CFS
2014
CRA Financial Services
New Jersey
$645K +$2.48K +5 +0.4%
MW
2015
MBL Wealth
North Carolina
$643K +$81K +163 +14%
LWANC
2016
Laurel Wealth Advisors (North Carolina)
North Carolina
$643K -$4.97K -10 -0.8%
GA
2017
GraniteShares Advisors
New York
$641K -$32.8K -66 -5%
CIS
2018
Continental Investors Services
Washington
$640K -$4.97K -10 -0.8%
AFG
2019
Atomi Financial Group
New York
$637K +$637K +1,281 New
MS
2020
Marshall & Sullivan
Washington
$636K -$86.9K -175 -12%
SWM
2021
Sugarloaf Wealth Management
Georgia
$636K -$27.8K -56 -4%
EWM
2022
Endurance Wealth Management
Rhode Island
$635K -$9.93K -20 -2%
LJAC
2023
L.J. Altfest & Co
New York
$635K +$173K +348 +37%
AFO
2024
Arrowroot Family Office
California
$635K +$635K +1,277 New
CF
2025
Copperwynd Financial
Arizona
$634K +$2.98K +6 +0.5%