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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 %
IC
2301
Inscription Capital
Texas
$416K +$91.9K +185 +28%
SC
2302
Sawyer & Company
Massachusetts
$415K
BFO
2303
Biltmore Family Office
North Carolina
$415K -$609K -1,225 -59%
HP
2304
Hyperion Partners
Pennsylvania
$415K
SIA
2305
Sit Investment Associates
Minnesota
$414K +$15.4K +31 +4%
HI
2306
Hendershot Investments
Virginia
$414K +$24.8K +50 +6%
CCB
2307
Cutter & Co Brokerage
Missouri
$413K -$21.9K -44 -5%
PMG
2308
Private Management Group
California
$412K -$24.8K -50 -6%
MKC
2309
M. Kraus & Co
Vermont
$412K +$4.97K +10 +1%
NRI
2310
NFP Retirement Inc
California
$412K +$51.2K +103 +14%
WBCM
2311
Wilson & Boucher Capital Management
California
$412K
F4L
2312
Fortune 45 LLC
Louisiana
$412K +$11.4K +23 +3%
AWA
2313
AmeriServ Wealth Advisors
Pennsylvania
$410K +$410K +825 New
LA
2314
LVW Advisors
New York
$408K +$61.1K +123 +18%
PAM
2315
Palisade Asset Management
Minnesota
$408K -$5.47K -11 -1%
RCWM
2316
Royal Capital Wealth Management
Indiana
$408K
WG
2317
Watchman Group
Texas
$406K -$69.6K -140 -15%
MHR
2318
Matthew Hamilton Rosenberg
$405K
BCM
2319
Boltwood Capital Management
California
$405K +$77.5K +156 +24%
CCT
2320
Chemung Canal Trust
New York
$405K
ACH
2321
ArrowMark Colorado Holdings
Colorado
$404K
SCP
2322
Seizert Capital Partners
Michigan
$404K -$3.98K -8 -1%
CBA
2323
Coastal Bridge Advisors
Connecticut
$403K -$28.8K -58 -7%
RB
2324
Renasant Bank
Mississippi
$403K -$20.4K -41 -5%
VST
2325
Van Strum & Towne
California
$403K +$80.1K +161 +25%