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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 %
AAM
2501
Aureus Asset Management
Massachusetts
$274K -$57.1K -125 -17%
SWA
2502
Sax Wealth Advisors
New Jersey
$273K +$1.83K +4 +0.7%
ACM
2503
AUA Capital Management
Pennsylvania
$273K
CCG
2504
Chatham Capital Group
Georgia
$273K
FCM
2505
Firestone Capital Management
Florida
$273K
CWP
2506
Concord Wealth Partners
Virginia
$272K +$13.2K +29 +5%
PHS
2507
Pekin Hardy Strauss
Illinois
$272K -$16.9K -37 -6%
GA
2508
GoalVest Advisory
New York
$272K -$11K -24 -4%
UIA
2509
Ulland Investment Advisors
Minnesota
$272K +$4.57K +10 +2%
UWPG
2510
Ullmann Wealth Partners Group
Florida
$270K
HCM
2511
HMS Capital Management
Tennessee
$270K -$94K -206 -26%
WCP
2512
Wick Capital Partners
Pennsylvania
$270K +$270K +591 New
TSWM
2513
Triangle Securities Wealth Management
North Carolina
$270K
ECM
2514
Ensemble Capital Management
California
$269K
RRCM
2515
Rappaport Reiches Capital Management
Illinois
$269K -$457 -1 -0.2%
PCA
2516
Prosperity Capital Advisors
Ohio
$269K +$269K +589 New
OIM
2517
Oder Investment Management
California
$268K +$3.2K +7 +1%
GHAM
2518
Gilman Hill Asset Management
Connecticut
$268K -$45.2K -99 -14%
PFM
2519
Peak Financial Management
Massachusetts
$268K -$13.7K -30 -5%
AMR
2520
Asset Management Resources
Massachusetts
$267K +$15.1K +33 +6%
MPM
2521
Meritage Portfolio Management
Kansas
$266K -$57.9K -127 -18%
CA
2522
Callahan Advisors
Texas
$266K -$1.83K -4 -0.7%
BZWA
2523
Blue Zone Wealth Advisors
California
$265K +$7.76K +17 +3%
SFG
2524
Sather Financial Group
Texas
$265K +$265K +581 New
BWM
2525
Blossom Wealth Management
California
$264K +$913 +2 +0.3%