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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 %
W
2501
Wealthquest
Ohio
$230K -$958 -2 -0.4%
PWS
2502
Private Wealth Strategies
Ohio
$230K +$27.9K +58 +14%
SCM
2503
Stonehearth Capital Management
Massachusetts
$229K
SFP
2504
Sandbox Financial Partners
Maryland
$229K +$6.71K +14 +3%
FNBTCON
2505
First National Bank & Trust Co of Newtown
Pennsylvania
$229K +$34K +71 +17%
JBA
2506
Johnson Bixby & Associates
Washington
$228K -$958 -2 -0.4%
PCMC
2507
Private Capital Management (Colorado)
Colorado
$228K
DA
2508
Dillon & Associates
Michigan
$228K
JSW
2509
Journey Strategic Wealth
New Jersey
$227K -$166K -347 -42%
JHCP
2510
Jackson Hole Capital Partners
Oklahoma
$227K +$227K +473 New
LA
2511
Lynch & Associates
Indiana
$227K +$227K +474 New
AWAP
2512
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$30.7K +64 +16%
GC
2513
Gibson Capital
Pennsylvania
$226K +$226K +474 New
AWC
2514
Abundance Wealth Counselors
Pennsylvania
$225K -$1.02M -2,121 -82%
SDAM
2515
Shulman DeMeo Asset Management
New York
$225K -$481 -1 -0.2%
GWM
2516
Greenhouse Wealth Management
Connecticut
$225K +$225K +470 New
CAM
2517
Capco Asset Management
Florida
$223K -$48.9K -102 -18%
ARMC
2518
American Research & Management Company
Massachusetts
$223K -$12K -25 -5%
JLBC
2519
J.L. Bainbridge & Co
Florida
$223K
LC
2520
Landaas & Company
Wisconsin
$223K
SHJ
2521
Sharkey, Howes & Javer
Colorado
$222K -$12.5K -26 -5%
BWM
2522
Baystate Wealth Management
Massachusetts
$222K +$2.4K +5 +1%
DI
2523
Diligent Investors
California
$222K +$45.6K +95 +26%
CWA
2524
Centennial Wealth Advisory
Michigan
$222K +$222K +463 New
OPPS
2525
Obsidian Personal Planning Solutions
Maryland
$222K +$222K +464 New