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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 %
PA
2401
Parkside Advisors
California
$353K
FCCM
2402
First City Capital Management
Georgia
$353K -$8.56K -17 -2%
B
2403
Barings
North Carolina
$351K -$343K -691 -49%
VAM
2404
Verity Asset Management
North Carolina
$349K +$36.3K +73 +12%
AFG
2405
Altiora Financial Group
Ohio
$348K
MIM
2406
Merrion Investment Management
New Jersey
$348K
DIA
2407
Davidson Investment Advisors
Montana
$347K
Cohen & Steers
2408
Cohen & Steers
New York
$346K +$71.5K +144 +26%
MCA
2409
Magnolia Capital Advisors
Mississippi
$346K +$21.9K +44 +7%
WJA
2410
Willis Johnson & Associates
Texas
$345K -$6.96K -14 -2%
AF
2411
Apexium Financial
Texas
$344K +$45.2K +91 +15%
FBA
2412
Front Barnett Associates
Illinois
$344K -$7.45K -15 -2%
WAM
2413
Winslow Asset Management
Ohio
$344K
CPW
2414
Catalyst Private Wealth
California
$343K -$1.49K -3 -0.4%
IWA
2415
Intercontinental Wealth Advisors
Texas
$343K -$994 -2 -0.3%
AAM
2416
Aureus Asset Management
Massachusetts
$343K +$45.2K +91 +15%
LDB
2417
Lee, Danner & Bass
Tennessee
$341K
ICP
2418
Interchange Capital Partners
Pennsylvania
$340K +$340K +685 New
TIA
2419
Traphagen Investment Advisors
New Jersey
$340K +$20.9K +42 +7%
EGA
2420
Eagle Global Advisors
Texas
$339K
LBC
2421
Lowe Brockenbrough & Co
Virginia
$339K +$5.47K +11 +2%
GA
2422
GFS Advisors
Texas
$338K
PW
2423
Peninsula Wealth
California
$338K +$16.4K +33 +5%
CA
2424
Calton & Associates
Florida
$338K -$81.5K -164 -19%
HI
2425
Hoey Investments
Pennsylvania
$337K -$57.1K -115 -15%