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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 %
CWA
2226
Clarus Wealth Advisors
Arizona
$455K -$2.92K -6 -0.6%
MC
2227
Machina Capital
France
$455K +$455K +916 New
WE
2228
Wealth Effects
Massachusetts
$455K -$63.6K -128 -12%
BWG
2229
Beta Wealth Group
California
$454K +$43.7K +88 +11%
WCM
2230
Wedge Capital Management
North Carolina
$453K +$38.3K +77 +9%
PL
2231
Perpetual Ltd
Australia
$453K +$453K +912 New
SL
2232
Salomon & Ludwin
Virginia
$453K
RBFC
2233
Roman Butler Fullerton & Co
Missouri
$452K +$111K +220 +32%
FWP
2234
Falcon Wealth Planning
California
$451K
EAM
2235
Evanson Asset Management
California
$448K +$6.96K +14 +2%
MIC
2236
Meridian Investment Counsel
California
$448K
YDMI
2237
Y.D. More Investments
Israel
$447K
OCM
2238
Osterweis Capital Management
California
$447K
WSC
2239
Wellington Shields & Co
New York
$447K +$37.3K +75 +9%
BA
2240
Ballast Advisors
Minnesota
$445K +$20.9K +42 +5%
WW
2241
Westshore Wealth
California
$443K -$7.46K -15 -2%
AWG
2242
Altus Wealth Group
Colorado
$443K -$38.8K -78 -8%
BHPW
2243
Beverly Hills Private Wealth
California
$443K +$73K +147 +20%
OC
2244
Oarsman Capital
Wisconsin
$443K +$443K +892 New
LWM
2245
Lodestone Wealth Management
Washington
$443K
ITFISA
2246
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$442K
WIM
2247
Wittenberg Investment Management
Massachusetts
$442K
LFP
2248
Leeward Financial Partners
Washington
$441K -$63.1K -127 -13%
PGAM
2249
Princeton Global Asset Management
New Jersey
$441K +$134K +269 +43%
LSA
2250
L & S Advisors
California
$441K -$4.94M -9,948 -92%