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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 %
AF
2576
Aldebaran Financial
$236K
SFG
2577
Snider Financial Group
Washington
$236K
SLWA
2578
San Luis Wealth Advisors
California
$235K
CC
2579
Cornerstone Capital
California
$234K -$57.5K -100 -20%
AWAP
2580
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K -$2.88K -5 -1%
FNBTCON
2581
First National Bank & Trust Co of Newtown
Pennsylvania
$234K
WFS
2582
Walker Financial Services
Kentucky
$233K +$233K +405 New
STC
2583
Sarah T. Connolly
$233K -$15.6K -27 -6%
CCP
2584
Cassia Capital Partners
North Carolina
$233K
BDF
2585
Black Diamond Financial
Maryland
$232K +$232K +403 New
HF
2586
Halpern Financial
Virginia
$231K
JMFC
2587
J.M. Forbes & Co
Massachusetts
$231K +$1.15K +2 +0.5%
RIM
2588
Reynolds Investment Management
South Carolina
$231K +$231K +401 New
ER
2589
Enlightenment Research
Florida
$230K -$2.65M -4,600 -92%
DU
2590
Delphia (USA)
Ontario, Canada
$230K -$62.1K -108 -21%
ABP
2591
Arthur B. Page
$230K
HAFS
2592
Hapanowicz & Associates Financial Services
Pennsylvania
$230K
PSIWM
2593
Paradigm Strategies in Wealth Management
Minnesota
$230K
GCM
2594
Garland Capital Management
Washington
$230K
BFS
2595
Bickling Financial Services
Massachusetts
$230K +$576 +1 +0.3%
PMG
2596
ProVise Management Group
Florida
$230K +$230K +400 New
MIM
2597
Meixler Investment Management
Arizona
$229K -$58.8K -102 -20%
CCM
2598
Cribstone Capital Management
Maine
$229K -$16.7K -29 -7%
KOMWMG
2599
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$229K
VBFP
2600
Valtinson Bruner Financial Planning
Minnesota
$229K +$16.5K +28 +8%