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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 %
OPTFSNA
2526
Old Point Trust & Financial Services N A
Virginia
$263K -$38K -66 -13%
BHB
2527
Bank Hapoalim BM
Israel
$263K -$34.5K -60 -12%
SCM
2528
Stonehearth Capital Management
Massachusetts
$263K
VBWMG
2529
Von Berge Wealth Management Group
California
$263K
HWA
2530
HHM Wealth Advisors
Tennessee
$263K +$48.4K +84 +23%
KWM
2531
Keebeck Wealth Management
Illinois
$261K -$86.4K -150 -25%
HKIMG
2532
Hutchens & Kramer Investment Management Group
Indiana
$261K
SFG
2533
Summit Financial Group
West Virginia
$259K -$31.7K -55 -11%
BCM
2534
Bourgeon Capital Management
Connecticut
$259K
PAG
2535
Paladin Advisory Group
Iowa
$259K +$259K +451 New
MIC
2536
Means Investment Company
Maine
$258K
CWP
2537
Concord Wealth Partners
Virginia
$258K +$24.7K +43 +11%
KCM
2538
KRS Capital Management
Michigan
$257K
VNA
2539
Valley National Advisers
Pennsylvania
$257K +$101K +176 +65%
CCA
2540
Cottonwood Capital Advisors
Utah
$256K +$256K +444 New
HHRDM
2541
H&H Retirement Design & Management
Nevada
$255K
ES
2542
ETF Store
Kansas
$255K +$1.11K +2 +0.4%
RWM
2543
RBA Wealth Management
California
$254K -$14.4K -25 -5%
PWP
2544
Pursue Wealth Partners
California
$254K
FCMT
2545
Founders Capital Management (Texas)
Texas
$253K
RC
2546
Reik & Co
New York
$252K +$28.8K +50 +13%
CCA
2547
Column Capital Advisors
Indiana
$252K +$50.6K +88 +25%
AOWM
2548
Alpha Omega Wealth Management
Virginia
$251K +$577 +1 +0.2%
FWM
2549
Fairhaven Wealth Management
Illinois
$251K +$6.33K +11 +3%
PWA
2550
PCG Wealth Advisors
Kansas
$251K +$251K +436 New