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Costco

2,916 hedge funds and large institutions have $140B invested in Costco in 2022 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 1,176 increasing their positions, 1,100 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,916
Holders Change
+114
Holders Change %
+4.07%
% of All Funds
47.05%
Holding in Top 10
181
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-29.3%
% of All Funds
2.92%
New
300
Increased
1,176
Reduced
1,100
Closed
123
Calls
$3.51B
Puts
$4.39B
Net Calls
-$884M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
FFBTD
2476
First Financial Bank - Trust Division
Ohio
$282K +$84.4K +185 +43%
WWM
2477
WJ Wealth Management
Arizona
$281K
BAM
2478
BOS Asset Management
Illinois
$280K +$280K +614 New
BWM
2479
BCS Wealth Management
Tennessee
$280K
DWA
2480
Delap Wealth Advisory
Oregon
$280K +$280K +613 New
MIA
2481
MainStreet Investment Advisors
Illinois
$280K -$341K -748 -55%
MA
2482
MAS Advisors
Florida
$279K
WRPWM
2483
Werba Rubin Papier Wealth Management
California
$279K +$279K +612 New
WHC
2484
Wulff, Hansen & Co
California
$278K
MCI
2485
MRP Capital Investments
Georgia
$278K +$278K +610 New
IIM
2486
InTrack Investment Management
Vermont
$278K +$278K +609 New
WFS
2487
Widmann Financial Services
Maryland
$278K
AO
2488
Advisor OS
Illinois
$278K +$278K +608 New
BMD
2489
Better Money Decisions
New Mexico
$277K -$11.4K -25 -4%
IBOK
2490
Independence Bank of Kentucky
Kentucky
$277K +$222K +487 +406%
PWM
2491
Prentice Wealth Management
New York
$277K +$22.4K +49 +9%
KIC
2492
Kensington Investment Counsel
California
$275K
JC
2493
JB Capital
Connecticut
$275K +$1.37K +3 +0.5%
FM
2494
Foster & Motley
Ohio
$275K +$29.2K +64 +12%
CWP
2495
Curated Wealth Partners
California
$275K +$3.2K +7 +1%
AF
2496
Apexium Financial
Texas
$275K
RCA
2497
Rex Capital Advisors
Rhode Island
$274K
BAM
2498
Baldrige Asset Management
Pennsylvania
$274K +$3.65K +8 +1%
MWM
2499
Meritas Wealth Management
California
$274K +$274K +600 New
SQA
2500
Simon Quick Advisors
New Jersey
$274K +$274K +600 New