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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
2051
HighTower Trust
Texas
$610K -$2.83K -6 -0.5%
NP
2052
Ninepoint Partners
Ontario, Canada
$608K +$137K +276 +29%
CAM
2053
CPA Asset Management
Florida
$607K +$215K +433 +55%
LFA
2054
Legacy Financial Advisors
Kentucky
$605K +$106K +213 +21%
SP
2055
Successful Portfolios
Florida
$603K -$39.8K -80 -6%
BB
2056
Berkshire Bank
Massachusetts
$602K -$61.1K -123 -9%
WWM
2057
Windsor Wealth Management
Indiana
$601K
AFP
2058
Alpha Financial Partners
Kentucky
$600K -$62.1K -125 -9%
LTAS
2059
Linden Thomas Advisory Services
North Carolina
$600K +$232K +467 +63%
CPA
2060
Court Place Advisors
Maryland
$600K
BWM
2061
BerganKDV Wealth Management
Minnesota
$598K -$28.8K -58 -5%
MIM
2062
Montgomery Investment Management
Maryland
$596K
LF
2063
LifeSteps Financial
California
$596K +$6.96K +14 +1%
TDC
2064
Thompson Davis & Co
Virginia
$596K +$84.5K +170 +17%
MAM
2065
Magellan Asset Management
Australia
$596K +$27.8K +56 +5%
PL
2066
Parthenon LLC
Kentucky
$595K
PWA
2067
Phoenix Wealth Advisors
North Carolina
$595K +$8.94K +18 +2%
IIC
2068
Integrated Investment Consultants
Michigan
$593K -$106K -213 -15%
SFG
2069
StrategIQ Financial Group
Indiana
$592K
OHWA
2070
Oak Hill Wealth Advisors
Virginia
$589K
CWA
2071
Clearview Wealth Advisors
Oregon
$589K -$42.2K -85 -7%
HBW
2072
Hazlett, Burt & Watson
West Virginia
$588K +$18.8K +38 +3%
RF
2073
Rollins Financial
Georgia
$588K -$17.9K -36 -3%
GCP
2074
Gill Capital Partners
Colorado
$586K
CFG
2075
CKW Financial Group
Hawaii
$585K