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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 %
CCIA
2276
Campbell & Co Investment Adviser
Maryland
$427K +$427K +860 New
MA
2277
Modus Advisors
Minnesota
$426K +$6.96K +14 +2%
TCM
2278
True Capital Management
California
$426K +$24.8K +50 +6%
MCP
2279
Martin Capital Partners
Oregon
$426K +$8.95K +18 +2%
RP
2280
Riverbridge Partners
Minnesota
$426K
FG
2281
Foster Group
Iowa
$425K +$86.5K +174 +26%
MAG
2282
MRA Advisory Group
New Jersey
$425K -$62.6K -126 -13%
BHA
2283
Beech Hill Advisors
New York
$425K
SDH
2284
Sloy Dahl & Holst
Washington
$424K +$497 +1 +0.1%
VW
2285
Vantage Wealth
California
$423K -$10.4K -21 -2%
DOA
2286
D'Orazio & Associates
Virginia
$423K +$112K +226 +36%
CA
2287
Cambridge Advisors
Nebraska
$422K +$5.96K +12 +1%
QFA
2288
Quantum Financial Advisors
California
$422K
SPP
2289
Single Point Partners
Massachusetts
$422K +$422K +849 New
PP
2290
Pacifica Partners
Canada
$422K +$24.2K +50 +6%
OWA
2291
Octavia Wealth Advisors
Ohio
$421K +$22.4K +45 +6%
BIA
2292
Bigelow Investment Advisors
Maine
$421K
CANC
2293
Culbertson A N & Co
Virginia
$420K
CC
2294
Corton Capital
Ontario, Canada
$419K +$419K +843 New
PWW
2295
Pettyjohn Wood & White
Virginia
$418K +$19.9K +40 +5%
MW
2296
Marcum Wealth
Ohio
$418K +$9.44K +19 +2%
CGH
2297
CMG Global Holdings
Texas
$418K +$497 +1 +0.1%
MLL
2298
Moody Lynn & Lieberson
Massachusetts
$418K -$14.9K -30 -3%
BWM
2299
Bulltick Wealth Management
Florida
$417K +$184K +370 +79%
FCA
2300
FLC Capital Advisors
California
$417K