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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 %
TW
2426
Towerpoint Wealth
California
$336K
CFA
2427
Compass Financial Advisors
Indiana
$336K
FM
2428
Foster & Motley
Ohio
$336K +$36.8K +74 +12%
SFP
2429
Sandbox Financial Partners
Maryland
$336K -$2.98K -6 -0.9%
AHB
2430
Abner Herrman & Brock
New Jersey
$335K -$25.3K -51 -7%
SFM
2431
Signet Financial Management
New Jersey
$335K -$38.3K -77 -10%
AIM
2432
Allen Investment Management
New York
$335K
CIM
2433
Confluence Investment Management
Missouri
$335K
CBTWT
2434
Community Bank & Trust (Waco, Texas)
Texas
$334K -$59.6K -120 -15%
FFG
2435
Frisch Financial Group
New York
$334K +$2.49K +5 +0.7%
HHAM
2436
HITE Hedge Asset Management
Massachusetts
$333K
BSSFA
2437
Baron Silver Stevens Financial Advisors
Florida
$333K +$9.94K +20 +3%
HCM
2438
Hutchinson Capital Management
California
$331K +$1.99K +4 +0.6%
UW
2439
Unique Wealth
Florida
$330K +$1.49K +3 +0.5%
KCFA
2440
Key Client Fiduciary Advisors
New Jersey
$329K -$5.46K -11 -2%
TIP
2441
Torray Investment Partners
Maryland
$329K -$3.98K -8 -1%
CD
2442
Chapin Davis
Maryland
$327K +$54.7K +110 +20%
CAM
2443
Connacht Asset Management
New York
$327K +$327K +658 New
VC
2444
Veracity Capital
Georgia
$327K -$7.45K -15 -2%
NL
2445
Navalign LLC
California
$324K
APW
2446
Aurora Private Wealth
New Jersey
$324K +$12.4K +25 +4%
PIAS
2447
PCA Investment Advisory Services
Ohio
$324K +$324K +651 New
CWM
2448
Catalyst Wealth Management
Georgia
$323K -$46.7K -94 -13%
CCM
2449
Compton Capital Management
Rhode Island
$323K -$795K -1,600 -71%
BPFA
2450
Barnes Pettey Financial Advisors
Mississippi
$323K