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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 %
SIM
2126
SSI Investment Management
California
$536K -$99.4K -200 -16%
NJBEST
2127
New Jersey Better Educational Savings Trust
New Jersey
$535K
CFA
2128
CWS Financial Advisors
Michigan
$534K +$107K +216 +25%
1WM
2129
1900 Wealth Management
Texas
$534K +$222K +468 +71%
CBB
2130
Citizens Business Bank
California
$534K +$37.3K +75 +8%
AWA
2131
Alaska Wealth Advisors
Alaska
$532K -$149K -300 -22%
GWM
2132
Gitterman Wealth Management
New Jersey
$532K +$162K +327 +44%
IW
2133
Imprint Wealth
South Carolina
$532K +$532K +1,074 New
CFO
2134
Collective Family Office
Pennsylvania
$532K +$14.9K +30 +3%
BDFN
2135
Bond & Devick Financial Network
Minnesota
$531K +$253K +510 +91%
MWM
2136
Moulton Wealth Management
Washington
$530K +$997 +2 +0.2%
XWM
2137
Xcel Wealth Management
Florida
$528K
CFP
2138
Catalyst Financial Partners
Massachusetts
$528K +$110K +222 +26%
HCC
2139
Hirtle Callaghan & Co
Pennsylvania
$527K +$527K +1,061 New
PWS
2140
Peloton Wealth Strategists
Indiana
$527K
HCP
2141
Holt Capital Partners
Texas
$526K -$36.8K -74 -7%
ALAM
2142
Asahi Life Asset Management
Japan
$526K -$994 -2 -0.2%
MPAM
2143
Murphy Pohlad Asset Management
Minnesota
$524K
TCWA
2144
Ten Capital Wealth Advisors
Washington
$524K +$177K +357 +51%
SHWM
2145
Smith & Howard Wealth Management
Georgia
$523K
DWM
2146
Drive Wealth Management
Utah
$523K +$139K +279 +36%
LG
2147
LaFleur & Godfrey
Michigan
$523K +$2.49K +5 +0.5%
PPP
2148
Private Portfolio Partners
New Jersey
$522K -$175K -353 -25%
GWP
2149
Gateway Wealth Partners
Wisconsin
$522K +$49.7K +100 +11%
SFC
2150
Strategic Financial Concepts
Texas
$520K +$520K +1,048 New