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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 %
VC
2151
Vestor Capital
Illinois
$518K
FCA
2152
Fortis Capital Advisors
Kansas
$516K -$48.2K -97 -9%
PRWA
2153
Platte River Wealth Advisors
Colorado
$515K
CWA
2154
Canvas Wealth Advisors
Kansas
$514K +$197K +393 +62%
CANY
2155
Caxton Associates (New York)
New York
$513K +$513K +1,033 New
LA
2156
Lifeworks Advisors
Michigan
$512K +$61.6K +124 +14%
FFA
2157
Founders Financial Alliance
North Carolina
$510K +$43.2K +87 +9%
PPC
2158
Park Place Capital
Alabama
$509K -$33.8K -68 -6%
BIM
2159
Barton Investment Management
Pennsylvania
$509K
IA
2160
IFG Advisors
Missouri
$507K
AIC
2161
Archer Investment Corporation
Indiana
$505K +$78.9K +160 +19%
SIC
2162
SJS Investment Consulting
Ohio
$505K +$7.95K +16 +2%
MAA
2163
Mraz Amerine & Associates
California
$503K
FTA
2164
Financial & Tax Architects
Missouri
$502K +$23.9K +48 +5%
MFG
2165
Magnus Financial Group
New York
$501K -$192K -386 -28%
CC
2166
Callan Capital
California
$501K +$66.1K +133 +15%
MCM
2167
Magnolia Capital Management
New York
$501K
CWA
2168
Capital Wealth Alliance
Arizona
$500K +$10.4K +21 +2%
KWM
2169
Kolinsky Wealth Management
New Jersey
$500K -$48.7K -98 -9%
DDPIC
2170
Deroy & Devereaux Private Investment Counsel
Michigan
$499K
WMA
2171
Wealth Management Associates
New Jersey
$499K
GCMG
2172
Gyroscope Capital Management Group
Florida
$499K +$499K +1,004 New
MAM
2173
McLean Asset Management
Virginia
$499K -$34.8K -70 -7%
EWG
2174
Executive Wealth Group
Washington
$497K
EFSCE
2175
Enterprise Financial Services Corp (EFSC)
Missouri
$496K -$14.4K -29 -3%