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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
2501
Wealthstream Advisors
New York
$244K -$5.2K -11 -2%
AIA
2502
Allied Investment Advisors
Montana
$243K -$4.72K -10 -2%
PWS
2503
Paragon Wealth Strategies
Florida
$243K -$1.42K -3 -0.6%
AIM
2504
Acropolis Investment Management
Missouri
$243K +$473 +1 +0.2%
CWA
2505
Centennial Wealth Advisory
Michigan
$243K +$24.5K +52 +11%
GAG
2506
Goodman Advisory Group
Massachusetts
$242K -$10.9K -23 -4%
TWM
2507
Thrive Wealth Management
Pennsylvania
$241K -$12.3K -26 -5%
RA
2508
Rodgers & Associates
Pennsylvania
$241K
VFP
2509
Verus Financial Partners
Virginia
$240K +$8.05K +17 +3%
GA
2510
Geller Advisors
New York
$239K -$452K -958 -65%
AGA
2511
Arkos Global Advisors
Texas
$239K -$44.3K -94 -16%
1CP
2512
17 Capital Partners
Arizona
$239K
TWM
2513
TMD Wealth Management
Arizona
$239K +$9.43K +20 +4%
CNAM
2514
Campbell Newman Asset Management
Wisconsin
$238K
OFG
2515
Omega Financial Group
California
$238K +$471 +1 +0.2%
SAM
2516
Stone Asset Management
Texas
$238K +$23.6K +50 +11%
AC
2517
AWM Capital
Arizona
$238K +$238K +449 New
ES
2518
ETF Store
Kansas
$237K +$19.4K +41 +9%
MS
2519
Madden Securities
Texas
$237K +$23.6K +50 +11%
HNW
2520
High Note Wealth
Minnesota
$237K +$237K +478 New
SCP
2521
Syntal Capital Partners
Texas
$236K -$472 -1 -0.2%
WCM
2522
Wunderlich Capital Managemnt
Tennessee
$236K
PFC
2523
Poplar Forest Capital
California
$236K
VWA
2524
VERITY Wealth Advisors
United States
$236K
AWA
2525
Archvest Wealth Advisors
California
$236K +$236K +500 New