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 %
FFA
2551
Fragasso Financial Advisors
Pennsylvania
$253K -$13.2K -29 -5%
SIC
2552
Samalin Investment Counsel
New York
$252K +$457 +1 +0.2%
MCIA
2553
Mountain Capital Investment Advisors
Colorado
$252K +$481 +1 +0.2%
Cohen & Steers
2554
Cohen & Steers
New York
$252K
ES
2555
ETF Store
Kansas
$251K +$500 +1 +0.2%
APWA
2556
Atlas Private Wealth Advisors
New Jersey
$251K +$456 +1 +0.2%
B
2557
Bridgeworth
Alabama
$251K +$31.5K +69 +14%
AAM
2558
American Asset Management
Florida
$251K +$251K +550 New
CD
2559
Chapin Davis
Maryland
$251K +$251K +549 New
SICM
2560
Sustainable Insight Capital Management
New York
$251K -$277K -606 -52%
AA
2561
AlphaQ Advisors
Florida
$250K +$250K +548 New
AIA
2562
Acute Investment Advisory
Arizona
$250K +$250K +548 New
CRIG
2563
Charter Research & Investment Group
Connecticut
$250K
VC
2564
Vicus Capital
Pennsylvania
$250K -$97.7K -214 -28%
MWA
2565
Martel Wealth Advisors
Washington
$249K
WIM
2566
Waycross Investment Management
Washington
$249K +$249K +545 New
FAFN
2567
First Affirmative Financial Network
Colorado
$248K +$41.6K +91 +20%
SCM
2568
Stordahl Capital Management
Colorado
$248K
CCA
2569
Cottonwood Capital Advisors
Utah
$248K +$44.7K +98 +22%
HW
2570
Hamilton Wealth
California
$248K +$6.85K +15 +3%
TA
2571
Tiedemann Advisors
New York
$247K +$247K +542 New
FWM
2572
Forza Wealth Management
Florida
$247K +$247K +542 New
W
2573
Wealthquest
Ohio
$247K +$27.4K +60 +13%
RA
2574
Rise Advisors
New York
$246K +$46.1K +101 +23%
PCH
2575
PGIM Custom Harvest
New Jersey
$246K +$246K +539 New