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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 %
AWA
2076
Amplius Wealth Advisors
Pennsylvania
$581K -$497 -1 -0.1%
HHAA
2077
Henry H. Armstrong Associates
Pennsylvania
$581K -$48.7K -98 -8%
SAM
2078
Summit Asset Management
Tennessee
$580K +$14.9K +30 +3%
BWA
2079
Bordeaux Wealth Advisors
California
$580K +$9.94K +20 +2%
NA
2080
Nottingham Advisors
New York
$579K -$29.3K -59 -5%
GA
2081
Geller Advisors
New York
$579K +$293K +589 +102%
MWM
2082
Mascoma Wealth Management
New Hampshire
$579K +$9.56K +19 +2%
TFA
2083
Teamwork Financial Advisors
Texas
$577K -$1.99K -4 -0.3%
SFA
2084
Souders Financial Advisors
Ohio
$573K -$21.4K -43 -4%
MIA
2085
Milestone Investment Advisors
Wisconsin
$573K +$573K +1,153 New
FC
2086
Financial Consulate
Maryland
$572K +$23.9K +48 +4%
AIP
2087
Ahrens Investment Partners
Louisiana
$572K +$1.99K +4 +0.3%
IFS
2088
Intelligent Financial Strategies
Minnesota
$571K
OCPWS
2089
One Charles Private Wealth Services
Massachusetts
$570K -$82K -165 -13%
HWM
2090
Hemington Wealth Management
Virginia
$569K +$497 +1 +0.1%
EW
2091
Enzi Wealth
Texas
$568K
HIS
2092
Harvest Investment Services
Illinois
$568K +$568K +1,143 New
LIA
2093
LBMC Investment Advisors
Tennessee
$567K -$17.4K -35 -3%
SSW
2094
Smith Shellnut Wilson
Mississippi
$567K
HWM
2095
Heirloom Wealth Management
Colorado
$565K +$497 +1 +0.1%
WPC
2096
Waters Parkerson & Co
Louisiana
$564K +$994 +2 +0.2%
ASI
2097
Advisory Services & Investments
Oregon
$562K +$562K +1,131 New
EW
2098
Evoke Wealth
California
$562K +$131K +264 +30%
CWM
2099
Cordatus Wealth Management
Pennsylvania
$560K +$13.4K +27 +2%
WTA
2100
Washington Trust Advisors
Massachusetts
$560K +$6.46K +13 +1%