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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 %
LPIC
2351
LeJeune Puetz Investment Counsel
Michigan
$381K +$5.47K +11 +1%
FWM
2352
FFT Wealth Management
Pennsylvania
$380K -$78K -157 -17%
P
2353
&Partners
Tennessee
$379K +$8.44K +17 +2%
LA
2354
Legacy Advisors
Pennsylvania
$379K +$29.8K +60 +9%
GAM
2355
Gemmer Asset Management
California
$379K +$49.7K +100 +15%
CWM
2356
Centric Wealth Management
Illinois
$379K -$45.7K -92 -11%
VCM
2357
Vigilant Capital Management
Maine
$378K +$9.45K +19 +3%
EE
2358
EWG Elevate
California
$377K -$3.98K -8 -1%
NF
2359
Nvest Financial
New Hampshire
$377K +$6.95K +14 +2%
WFMPM
2360
Woodley Farra Manion Portfolio Management
Indiana
$377K -$169K -341 -31%
KFA
2361
Kelleher Financial Advisors
New York
$376K
SMC
2362
Smith, Moore & Co
Missouri
$376K +$44.2K +89 +13%
WWM
2363
Wolff Wiese Magana
California
$376K
RRCM
2364
Rappaport Reiches Capital Management
Illinois
$376K +$83K +167 +28%
TIM
2365
Thompson Investment Management
Wisconsin
$375K
OFS
2366
OneAscent Financial Services
Alabama
$375K -$228K -459 -38%
WI
2367
WrapManager Inc
California
$375K +$18.4K +37 +5%
WIM
2368
Westside Investment Management
California
$374K -$112K -225 -23%
WWP
2369
Waypoint Wealth Partners
California
$370K +$9.44K +19 +3%
TFO
2370
Tarbox Family Office
California
$370K -$497 -1 -0.1%
DA
2371
Duality Advisers
Florida
$368K +$368K +741 New
OWM
2372
OneAscent Wealth Management
Alabama
$368K -$387K -779 -51%
SFP
2373
Sterling Financial Planning
New Jersey
$368K
AIA
2374
AIMZ Investment Advisors
California
$368K
FGA
2375
Fortis Group Advisors
New Jersey
$367K +$367K +730 New