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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 %
TFM
2176
TFC Financial Management
Massachusetts
$496K -$96.9K -195 -16%
AC
2177
AXQ Capital
New Jersey
$495K +$495K +996 New
WKSWA
2178
White Knight Strategic Wealth Advisors
New Jersey
$493K +$98.8K +199 +25%
RA
2179
Ruggaard & Associates
Ohio
$493K +$493K +992 New
VWM
2180
Valley Wealth Managers
New Jersey
$493K +$1.99K +4 +0.4%
VFPI
2181
Vantage Financial Partners (Illinois)
Illinois
$492K +$24.8K +50 +5%
CPA
2182
Cardiff Park Advisors
California
$492K +$33.3K +67 +7%
NCMW
2183
Northern Capital Management (Washington)
Washington
$491K +$497 +1 +0.1%
FWMM
2184
Foundation Wealth Management (Missouri)
Missouri
$490K -$23.3K -47 -5%
BMWM
2185
Brown Miller Wealth Management
Virginia
$490K -$993 -2 -0.2%
AWM
2186
Affinity Wealth Management
Delaware
$489K -$46.7K -94 -9%
EL
2187
Essex LLC
Illinois
$489K
WCM
2188
WealthBridge Capital Management
Ohio
$488K +$7.46K +15 +2%
MCM
2189
McRae Capital Management
New Jersey
$486K
CFO
2190
Callan Family Office
Pennsylvania
$485K +$123K +248 +34%
TWM
2191
TMD Wealth Management
Arizona
$484K +$242K +488 +100%
KCM
2192
KRS Capital Management
Michigan
$484K
CIP
2193
Convergence Investment Partners
Florida
$484K -$3.48K -7 -0.7%
KCPG
2194
Kavar Capital Partners Group
Kansas
$483K
KA
2195
Klingman & Associates
New York
$483K +$4.97K +10 +1%
CST
2196
Charles Schwab Trust
Nevada
$483K
MAWA
2197
Moss Adams Wealth Advisors
Washington
$483K +$994 +2 +0.2%
BFWA
2198
Benchmark Financial Wealth Advisors
Florida
$483K -$4.47K -9 -0.9%
IWN
2199
Independent Wealth Network
Iowa
$482K +$49.7K +100 +11%
ZF
2200
Zhang Financial
Michigan
$480K +$480K +967 New