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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 %
SNB
2451
Security National Bank
Nebraska
$323K
BPFA
2452
Barnes Pettey Financial Advisors
Mississippi
$323K
GSC
2453
Grey Street Capital
Illinois
$323K +$323K +650 New
JC
2454
JB Capital
Connecticut
$322K +$22.4K +45 +7%
SHWM
2455
Silicon Hills Wealth Management
Texas
$322K
SWM
2456
Soundmark Wealth Management
Washington
$322K -$17.4K -35 -5%
AMR
2457
Asset Management Resources
Massachusetts
$321K +$30.8K +62 +11%
FVWA
2458
Foster Victor Wealth Advisors
South Carolina
$321K +$9.46K +19 +3%
BFA
2459
BMS Financial Advisors
South Dakota
$320K +$5.96K +12 +2%
WC
2460
Weil Company
California
$319K -$18.4K -37 -5%
EIA
2461
Edgemoor Investment Advisors
Maryland
$319K -$9.94K -20 -3%
MIM
2462
Martin Investment Management
Florida
$318K
ACA
2463
Affinity Capital Advisors
California
$318K
EF
2464
Exeter Financial
Arizona
$317K +$494 +1 +0.2%
VCM
2465
Vivaldi Capital Management
Illinois
$317K +$15.9K +32 +5%
LAS
2466
LWM Advisory Services
Florida
$317K
OGF
2467
Orin Green Financial
California
$316K -$12.9K -26 -4%
PCH
2468
PGIM Custom Harvest
New Jersey
$315K +$47.2K +95 +18%
OBWG
2469
Onyx Bridge Wealth Group
New York
$314K -$82.5K -166 -21%
IF
2470
Intrua Financial
Texas
$314K -$152K -302 -33%
AOI
2471
Auto-Owners Insurance
Michigan
$313K
HWA
2472
Heartwood Wealth Advisors
Virginia
$313K
LF
2473
Lantz Financial
Illinois
$312K
JJBC
2474
James J. Burns & Company
New York
$310K +$310K +625 New
RA
2475
Riversedge Advisors
Delaware
$309K +$309K +622 New