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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 %
GPA
2526
Guerra Pan Advisors
New Jersey
$221K
GSC
2527
G&S Capital
Colorado
$220K -$28.8K -60 -12%
FF
2528
Friedenthal Financial
New Jersey
$220K
VBWMG
2529
Von Berge Wealth Management Group
California
$220K
PGA
2530
Portland Global Advisors
Maine
$220K
NEWAS
2531
N.E.W. Advisory Services
Wisconsin
$220K +$220K +459 New
ZIG
2532
Zuckerman Investment Group
Illinois
$220K +$220K +459 New
WOSD
2533
WFA of San Diego
California
$219K -$181K -377 -45%
BHB
2534
Bank Hapoalim BM
Israel
$219K
OPTFSNA
2535
Old Point Trust & Financial Services N A
Virginia
$219K
CCP
2536
Cassia Capital Partners
North Carolina
$219K +$25K +52 +13%
KFI
2537
Key Financial Inc
Pennsylvania
$218K +$15.6K +32 +8%
SAM
2538
Stone Asset Management
Texas
$217K +$35.8K +75 +20%
MS
2539
Madden Securities
Texas
$217K +$37.4K +78 +21%
SFG
2540
Summit Financial Group
West Virginia
$216K
BCM
2541
Bourgeon Capital Management
Connecticut
$216K
MIC
2542
Means Investment Company
Maine
$216K +$1.44K +3 +0.7%
FNB
2543
Farmers National Bank
Kentucky
$216K -$4.79K -10 -2%
AWP
2544
Abacus Wealth Partners
California
$215K +$17.7K +37 +9%
MIS
2545
Morningstar Investment Services
Illinois
$214K +$19.3K +41 +10%
SC
2546
Sonen Capital
California
$214K +$214K +446 New
P
2547
&Partners
Tennessee
$214K +$214K +447 New
SWM
2548
Scissortail Wealth Management
Oklahoma
$213K
FCMT
2549
Founders Capital Management (Texas)
Texas
$213K
SCM
2550
Stevens Capital Management
Pennsylvania
$212K -$958K -1,997 -82%