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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 %
SQA
2201
Simon Quick Advisors
New Jersey
$478K +$180K +362 +60%
PI
2202
PFS Investments
Georgia
$476K -$25.7K -53 -5%
SL
2203
Sentinus LLC
Illinois
$475K +$256K +515 +117%
RLIM
2204
Red Lighthouse Investment Management
New York
$473K
GLAM
2205
Gardner Lewis Asset Management
Pennsylvania
$472K +$472K +950 New
CAL
2206
Capital Advisors Ltd
Ohio
$472K -$100K -202 -18%
Marshall Wace
2207
Marshall Wace
United Kingdom
$471K -$67.6M -136,023 -99%
EA
2208
Echo45 Advisors
California
$471K -$84K -169 -15%
PSP
2209
Principal Street Partners
Tennessee
$471K -$16.9K -34 -3%
PCS
2210
Personal CFO Solutions
New Jersey
$470K +$11.9K +24 +3%
AL
2211
ADE LLC
Maryland
$470K
MA
2212
Mezzasalma Advisors
New Jersey
$467K -$9.94K -20 -2%
SIAG
2213
Safeguard Investment Advisory Group
California
$467K -$690K -1,388 -60%
RTC
2214
Riverview Trust Company
Washington
$466K
HAIM
2215
Hunter Associates Investment Management
Pennsylvania
$465K
WPC
2216
White Pine Capital
Minnesota
$464K
LOPW
2217
Live Oak Private Wealth
North Carolina
$464K +$7.95K +16 +2%
HCM
2218
Harvey Capital Management
Florida
$462K
KA
2219
KLCM Advisors
Wisconsin
$462K +$38.8K +78 +9%
AIFAIM
2220
American Institute for Advanced Investment Management
Arizona
$462K -$87K -175 -16%
AP
2221
Arlington Partners
Alabama
$461K +$263K +530 +133%
SAM
2222
SignalPoint Asset Management
Missouri
$461K -$19.8K -40 -4%
PCI
2223
Planning Center Inc
Illinois
$461K
EL
2224
EWA LLC
Pennsylvania
$456K +$456K +904 New
MMM
2225
Mendel Money Management
Illinois
$456K +$29.3K +59 +7%