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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 %
DWM
2551
Drive Wealth Management
Utah
$250K +$250K +434 New
LWP
2552
Legacy Wealth Planning
Nevada
$249K -$101K -175 -29%
FBC
2553
Fairfield, Bush & Co
Connecticut
$249K -$28.8K -50 -10%
IP
2554
Isthmus Partners
Wisconsin
$249K -$11.5K -20 -4%
HIG
2555
Heritage Investment Group
Florida
$248K +$248K +430 New
FWM
2556
Forefront Wealth Management
Pennsylvania
$248K +$248K +430 New
WP
2557
WealthShield Partners
North Carolina
$247K -$52.5K -91 -18%
SCA
2558
Sandy Cove Advisors
Massachusetts
$246K -$5.76K -10 -2%
WFAG
2559
Wescott Financial Advisory Group
Pennsylvania
$246K +$5.75K +10 +2%
BSAM
2560
Blue Square Asset Management
New York
$245K
EGA
2561
E&G Advisors
Texas
$245K
PWS
2562
Private Wealth Strategies
Ohio
$243K +$28.9K +50 +13%
OPOWM
2563
One Plus One Wealth Management
Florida
$242K -$59.9K -104 -20%
RWM
2564
Reston Wealth Management
Virginia
$242K +$575 +1 +0.2%
CNWM
2565
Clay Northam Wealth Management
California
$241K
PGAM
2566
Princeton Global Asset Management
New Jersey
$241K
FIA
2567
Foundations Investment Advisors
Arizona
$240K -$671K -1,138 -74%
KFI
2568
Key Financial Inc
Pennsylvania
$240K +$138K +240 +136%
BB
2569
Bell Bank
North Dakota
$239K
FFA
2570
Fi3 Financial Advisors
Indiana
$239K +$19.6K +34 +9%
WFA
2571
WMG Financial Advisors
Tennessee
$239K +$239K +415 New
WFM
2572
Wolff Financial Management
Michigan
$238K
ST
2573
Sabal Trust
Florida
$238K +$238K +413 New
AWP
2574
Abacus Wealth Partners
California
$237K -$153K -266 -39%
MIS
2575
Morningstar Investment Services
Illinois
$237K +$237K +414 New