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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2501
Avondale Wealth Management
Texas
$275K -$15K -26 -5%
JBA
2502
Johnson Bixby & Associates
Washington
$275K -$5.75K -10 -2%
AWM
2503
Aevitas Wealth Management
Massachusetts
$275K +$12.1K +21 +5%
DA
2504
Dillon & Associates
Michigan
$275K +$20.2K +35 +8%
AIC
2505
Ayalon Insurance Company
Israel
$274K
W
2506
Wealthquest
Ohio
$273K
SAS
2507
Stelac Advisory Services
New York
$272K -$474K -823 -64%
RAM
2508
Riggs Asset Management
Pennsylvania
$272K
GA
2509
GFS Advisors
Texas
$272K +$4.6K +8 +2%
ET
2510
Equitable Trust
Tennessee
$271K -$15.5K -27 -5%
SIS
2511
Sound Income Strategies
Florida
$270K -$26.5K -46 -9%
IP
2512
Ignite Planners
California
$270K +$6.31K +11 +2%
SDAM
2513
Shulman DeMeo Asset Management
New York
$270K +$36.3K +63 +16%
JLBC
2514
J.L. Bainbridge & Co
Florida
$268K
MAM
2515
Magellan Asset Management
Australia
$267K -$42K -73 -14%
SFP
2516
Sandbox Financial Partners
Maryland
$267K -$3.45K -6 -1%
CWG
2517
Crown Wealth Group
North Carolina
$267K +$267K +463 New
IF
2518
IRON Financial
Illinois
$265K -$51.3K -89 -16%
FNB
2519
Farmers National Bank
Kentucky
$265K
PGA
2520
Portland Global Advisors
Maine
$264K
AP
2521
Arlington Partners
Alabama
$264K
LC
2522
Landaas & Company
Wisconsin
$264K
FF
2523
Friedenthal Financial
New Jersey
$264K +$576 +1 +0.2%
BWM
2524
Baystate Wealth Management
Massachusetts
$264K +$5.76K +10 +2%
DS
2525
DRW Securities
Illinois
$263K -$735K -1,278 -74%