COST icon

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 %
EA
2326
Eclectic Associates
California
$400K +$66.6K +134 +20%
WAM
2327
Weinberger Asset Management
California
$400K
BFC
2328
Bedel Financial Consulting
Indiana
$398K -$56.2K -113 -12%
FAM
2329
Formidable Asset Management
Ohio
$398K -$4.97K -10 -1%
IAG
2330
Investmark Advisory Group
Connecticut
$398K -$4.47K -9 -1%
GA
2331
Goldstein Advisors
Wisconsin
$398K +$4.47K +9 +1%
PC
2332
Permanens Capital
New York
$397K
FP
2333
Financial Perspectives
Minnesota
$396K
CWM
2334
CCG Wealth Management
California
$394K -$50.7K -102 -11%
VC
2335
Veery Capital
Delaware
$394K
WA
2336
Wealth Architects
California
$393K +$1.49K +3 +0.4%
CCM
2337
Chickasaw Capital Management
Tennessee
$393K
PI
2338
Pachira Investments
California
$393K -$47.2K -95 -11%
IF
2339
Integrity Financial
Wyoming
$392K -$14.9K -30 -4%
DWA
2340
Delap Wealth Advisory
Oregon
$392K +$87K +175 +29%
LWM
2341
LJI Wealth Management
Indiana
$391K +$1.99K +4 +0.5%
TFGT
2342
TS Financial Group (TSFG)
Illinois
$389K +$995 +2 +0.3%
GCM
2343
Gladius Capital Management
Illinois
$388K -$277K -558 -42%
GDP
2344
Great Diamond Partners
Maine
$386K +$2.98K +6 +0.8%
SW
2345
SMART Wealth
Nebraska
$386K -$25.8K -52 -6%
HCM
2346
Howard Capital Management
Georgia
$384K
KIG
2347
Kowal Investment Group
Wisconsin
$384K +$36.8K +74 +11%
FRM
2348
Fox Run Management
Connecticut
$382K +$382K +769 New
GC
2349
GFG Capital
Florida
$381K +$4.07K +9 +1%
CAGAS
2350
Capital Advisory Group Advisory Services
Minnesota
$381K