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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 %
TCPWM
2026
Traverso Chambers Private Wealth Management
California
$634K +$11.4K +23 +2%
SRWM
2027
Shira Ridge Wealth Management
California
$631K +$4.47K +9 +0.7%
PFSC
2028
Peoples Financial Services Corp
Pennsylvania
$630K +$29.3K +59 +5%
PWM
2029
Paulson Wealth Management
Illinois
$629K +$25.3K +51 +4%
OPPS
2030
Obsidian Personal Planning Solutions
Maryland
$627K +$130K +261 +26%
RBCM
2031
Raub Brock Capital Management
California
$626K +$15.9K +32 +3%
SAM
2032
Security Asset Management
New York
$626K -$646K -1,300 -51%
CWM
2033
Castle Wealth Management
Florida
$625K -$52.2K -105 -8%
PIMG
2034
Patriot Investment Management Group
Tennessee
$624K +$497 +1 +0.1%
GBWM
2035
Granite Bay Wealth Management
New Hampshire
$623K +$623K +1,254 New
KP
2036
Keel Point
Alabama
$623K +$63.1K +127 +11%
EDRH
2037
Edmond de Rothschild Holding
Switzerland
$623K +$2.98K +6 +0.5%
RW
2038
REDW Wealth
New Mexico
$622K +$151K +303 +32%
PIA
2039
Pinion Investment Advisors
Kansas
$622K -$143K -287 -19%
FSC
2040
Full Sail Capital
Oklahoma
$620K +$168K +339 +37%
ECA
2041
Elevated Capital Advisors
Utah
$620K -$2.48K -5 -0.4%
MWAM
2042
Manhattan West Asset Management
California
$620K +$75.5K +152 +14%
Aristotle Capital Management
2043
Aristotle Capital Management
California
$619K
HA
2044
Hofer & Associates
California
$617K
AP
2045
Atwood & Palmer
Missouri
$615K -$9.94K -20 -2%
AC
2046
Addison Capital
Pennsylvania
$613K
CVM
2047
Cheviot Value Management
California
$613K -$8.45K -17 -1%
BMCM
2048
Bryn Mawr Capital Management
Pennsylvania
$613K -$14.4K -29 -2%
BSB
2049
Bangor Savings Bank
Maine
$611K +$4.47K +9 +0.7%
TWP
2050
Tempus Wealth Planning
California
$610K -$62.6K -126 -9%