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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 %
VW
2251
Vance Wealth
California
$440K +$27.8K +56 +7%
PEA
2252
Park Edge Advisors
Ohio
$440K
NC
2253
NinePointTwo Capital
California
$439K -$7.45K -15 -2%
CMP
2254
Courage Miller Partners
Virginia
$438K +$438K +882 New
NFC
2255
Northeast Financial Consultants
Connecticut
$438K
AT
2256
Arvest Trust
Oklahoma
$437K +$1.99K +4 +0.5%
VCM
2257
Virtue Capital Management
Tennessee
$437K -$319K -645 -42%
SAS
2258
Stelac Advisory Services
New York
$437K +$3.98K +8 +0.9%
ACP
2259
Aveo Capital Partners
Colorado
$437K +$48.7K +98 +13%
BW
2260
BIP Wealth
Georgia
$437K +$437K +878 New
OPA
2261
Old Port Advisors
Maine
$436K -$5.49K -11 -1%
PFWA
2262
Paces Ferry Wealth Advisors
Georgia
$436K +$22.9K +46 +6%
TFA
2263
Trinity Financial Advisors
Ohio
$436K +$994 +2 +0.2%
TWA
2264
Tandem Wealth Advisors
Arizona
$434K
PFA
2265
Pettinga Financial Advisors
Indiana
$433K +$497 +1 +0.1%
PCFFS
2266
Pacific Center for Financial Services
California
$432K +$432K +869 New
ET
2267
Equitable Trust
Tennessee
$432K -$385K -775 -47%
AF
2268
Alerus Financial
North Dakota
$432K -$357K -719 -45%
MCM
2269
Monarch Capital Management
Indiana
$431K
CAM
2270
Cidel Asset Management
Ontario, Canada
$430K
GF
2271
Gries Financial
Ohio
$430K -$165K -332 -28%
DA
2272
Dover Advisors
Virginia
$429K
PCM
2273
Poehling Capital Management
Wisconsin
$428K
SBWIC
2274
Schaper Benz & Wise Investment Counsel
Wisconsin
$428K
CG
2275
CFO4Life Group
Texas
$428K +$115K +232 +37%