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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 %
EI
2101
Ellevest Inc
New York
$560K +$10.9K +22 +2%
TA
2102
Tiedemann Advisors
New York
$559K +$290K +584 +108%
RFM
2103
Royal Fund Management
Florida
$559K +$15.9K +32 +3%
GA
2104
Greenspring Advisors
Maryland
$558K
LF
2105
Lee Financial
Texas
$558K -$135K -271 -19%
BIG
2106
Builder Investment Group
Georgia
$556K
GAA
2107
Global Assets Advisory
Florida
$556K -$27.3K -55 -5%
PWMG
2108
Provence Wealth Management Group
California
$556K +$155K +312 +39%
DC
2109
Destiny Capital
Colorado
$555K
CWA
2110
Consilium Wealth Advisory
Texas
$553K +$48.7K +98 +10%
VCWA
2111
Vanguard Capital Wealth Advisors
Colorado
$552K +$25.4K +51 +5%
CWC
2112
Carolinas Wealth Consulting
North Carolina
$549K +$1.64K +27 +0.3%
MCM
2113
MV Capital Management
Maryland
$549K +$11.9K +24 +2%
WA
2114
Waverly Advisors
Alabama
$548K +$17.9K +36 +3%
SWRP
2115
Summit Wealth & Retirement Planning
California
$548K -$205K -413 -27%
CWM
2116
Cahaba Wealth Management
Georgia
$547K -$11.4K -23 -2%
SPA
2117
Sherbrooke Park Advisers
New York
$547K -$348K -700 -39%
AA
2118
Alta Advisers
United Kingdom
$547K
LG
2119
Lane Generational
Massachusetts
$547K
PWM
2120
PBMares Wealth Management
Virginia
$546K
HBT
2121
Heartland Bank & Trust
Illinois
$544K +$544K +1,094 New
GFG
2122
GR Financial Group
Arizona
$543K -$29.8K -60 -5%
CBT
2123
CoreFirst Bank & Trust
Kansas
$540K -$12.9K -26 -2%
TFA
2124
Triad Financial Advisors
North Carolina
$538K -$497K -1,001 -48%
SIA
2125
Strategic Investment Advisors
Michigan
$537K +$16.4K +33 +3%