COST icon

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 %
GA
2526
Geller Advisors
New York
$263K +$32K +70 +14%
DWMS
2527
Dominguez Wealth Management Solutions
Virginia
$262K +$262K +574 New
TBWA
2528
Three Bridge Wealth Advisors
California
$262K -$34.7K -76 -12%
EIG
2529
Ellenbecker Investment Group
Wisconsin
$261K +$261K +571 New
NDSI
2530
Newman Dignan & Sheerar Inc
Rhode Island
$261K +$2.74K +6 +1%
KPWG
2531
KFA Private Wealth Group
Virginia
$260K -$5.02K -11 -2%
IFO
2532
Independent Family Office
New York
$260K +$15.1K +33 +6%
HPWA
2533
Hall Private Wealth Advisors
North Carolina
$260K +$260K +570 New
BHWM
2534
Beaird Harris Wealth Management
Texas
$260K +$34.2K +75 +15%
JSAM
2535
J. Safra Asset Management
New York
$258K +$137K +300 +112%
LS
2536
Livforsakringsbolaget Skandia
Sweden
$258K +$21.9K +48 +9%
CCG
2537
Coastwise Capital Group
California
$257K +$4.57K +10 +2%
CCM
2538
Canal Capital Management
Virginia
$257K +$20.1K +44 +8%
PTC
2539
Petrus Trust Company
Texas
$257K +$58.9K +129 +30%
THL
2540
Tillman Hartley LLC
Colorado
$257K +$257K +562 New
YWS
2541
Yarger Wealth Strategies
Ohio
$257K +$456 +1 +0.2%
MAC
2542
Mason & Associates (California)
California
$255K +$457 +1 +0.2%
BDFN
2543
Bond & Devick Financial Network
Minnesota
$255K -$22.8K -50 -8%
TCWM
2544
Total Clarity Wealth Management
Illinois
$255K -$27.9K -61 -10%
UCB
2545
United Community Bank
South Carolina
$255K -$213K -467 -46%
PSF
2546
Pacific Sun Financial
California
$255K -$25.1K -55 -9%
AF
2547
Affiance Financial
Minnesota
$254K +$60.7K +133 +31%
CA
2548
Commerzbank Aktiengesellschaft
Germany
$254K
CWA
2549
Core Wealth Advisors
Florida
$254K +$29.2K +64 +13%
SAM
2550
Secure Asset Management
Michigan
$254K +$254K +556 New