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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 %
MKA
2551
M. Kulyk & Associates
Georgia
$212K -$28.8K -60 -12%
KCM
2552
KRS Capital Management
Michigan
$212K -$2.4K -5 -1%
VNA
2553
Valley National Advisers
Pennsylvania
$211K -$9.91K -20 -4%
RWM
2554
RBA Wealth Management
California
$211K
CCA
2555
Cottonwood Capital Advisors
Utah
$210K -$2.88K -6 -1%
SCA
2556
Sandy Cove Advisors
Massachusetts
$210K +$5.74K +12 +3%
CWA
2557
Core Wealth Advisors
Florida
$210K +$210K +439 New
RC
2558
Reik & Co
New York
$209K
AOWM
2559
Alpha Omega Wealth Management
Virginia
$209K
PWA
2560
PCG Wealth Advisors
Kansas
$209K
Q
2561
QVR
California
$209K +$209K +437 New
HKIMG
2562
Hutchens & Kramer Investment Management Group
Indiana
$208K -$12.2K -25 -6%
FBC
2563
Fairfield, Bush & Co
Connecticut
$208K
IP
2564
Isthmus Partners
Wisconsin
$207K
HIG
2565
Heritage Investment Group
Florida
$206K -$480 -1 -0.2%
CWM
2566
Chesapeake Wealth Management
Virginia
$205K +$17.8K +37 +9%
IC
2567
Inscription Capital
Texas
$205K +$36.4K +76 +22%
EGA
2568
E&G Advisors
Texas
$204K
MFP
2569
Meridian Financial Partners
Virginia
$204K
BSAM
2570
Blue Square Asset Management
New York
$204K
RWM
2571
Reston Wealth Management
Virginia
$203K +$960 +2 +0.5%
4WM
2572
4J Wealth Management
Virginia
$202K +$13.4K +28 +7%
OPOWM
2573
One Plus One Wealth Management
Florida
$201K
LAM
2574
LFS Asset Management
California
$201K +$201K +420 New
EBA
2575
Eagle Bay Advisors
New York
$201K +$14.4K +30 +8%