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Costco

2,761 hedge funds and large institutions have $142B invested in Costco in 2022 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,135 increasing their positions, 1,135 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,761
Holders Change
-80
Holders Change %
-2.82%
% of All Funds
46.69%
Holding in Top 10
231
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-14.76%
% of All Funds
3.91%
New
129
Increased
1,135
Reduced
1,135
Closed
171
Calls
$3.2B
Puts
$3.86B
Net Calls
-$662M
Net Calls Change
+$580M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
2476
Renasant Bank
Mississippi
$240K +$1.44K +3 +0.6%
PP
2477
Paloma Partners
Connecticut
$240K +$240K +500 New
SCP
2478
Syntal Capital Partners
Texas
$240K +$240K +501 New
CWA
2479
CM Wealth Advisors
Ohio
$240K +$240K +500 New
IAG
2480
Investmark Advisory Group
Connecticut
$239K -$9.58K -20 -4%
BBA
2481
Braun-Bostich & Associates
Pennsylvania
$238K -$244K -509 -51%
WAS
2482
Wealth Advisory Solutions
Indiana
$238K -$10.6K -22 -4%
PP
2483
PrairieView Partners
Minnesota
$238K
HW
2484
Hamilton Wealth
California
$236K -$480 -1 -0.2%
B
2485
Bridgeworth
Alabama
$236K
IP
2486
Ignite Planners
California
$236K +$2.48K +5 +1%
SPC
2487
Stewart & Patten Company
California
$236K +$48.9K +102 +26%
CWG
2488
Cornerstone Wealth Group
North Carolina
$235K -$22.5K -47 -9%
ET
2489
Equitable Trust
Tennessee
$235K +$9.57K +20 +4%
SWAG
2490
Spectrum Wealth Advisory Group
California
$234K -$48K -100 -17%
RTS
2491
Round Table Services
New Jersey
$234K -$24K -50 -9%
SIM
2492
Studio Investment Management
Illinois
$234K
WP
2493
WealthShield Partners
North Carolina
$234K +$28.3K +59 +14%
TWM
2494
TMD Wealth Management
Arizona
$233K -$42.6K -89 -15%
HHRDM
2495
H&H Retirement Design & Management
Nevada
$233K +$547 +1 +0.2%
FVWA
2496
Foster Victor Wealth Advisors
South Carolina
$233K +$233K +473 New
TFGT
2497
TS Financial Group (TSFG)
Illinois
$232K -$1.44K -3 -0.6%
DI
2498
DAGCO Inc
Ohio
$232K
AWM
2499
Aevitas Wealth Management
Massachusetts
$232K +$3.83K +8 +2%
MAM
2500
Magellan Asset Management
Australia
$232K +$9.59K +20 +4%