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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 %
PGAM
2576
Princeton Global Asset Management
New Jersey
$200K
PWP
2577
Pursue Wealth Partners
California
$200K
CNWM
2578
Clay Northam Wealth Management
California
$200K
HWA
2579
HHM Wealth Advisors
Tennessee
$199K -$19.1K -40 -9%
RAM
2580
Riggs Asset Management
Pennsylvania
$198K -$28.8K -60 -13%
CCA
2581
Column Capital Advisors
Indiana
$197K -$12.4K -26 -6%
HF
2582
Halpern Financial
Virginia
$192K
AP
2583
Arlington Partners
Alabama
$191K -$28.8K -60 -13%
HWM
2584
HighMark Wealth Management
Minnesota
$190K
CCM
2585
Cribstone Capital Management
Maine
$186K -$4.31K -9 -2%
JGIA
2586
Jackson Grant Investment Advisers
Connecticut
$183K +$1.44K +3 +0.8%
HWMA
2587
Heritage Wealth Management (Arizona)
Arizona
$182K -$209K -437 -54%
SIS
2588
Sound Income Strategies
Florida
$181K -$43.1K -90 -19%
AAP
2589
Arax Advisory Partners
Colorado
$174K +$22.9K +48 +15%
HIIFS
2590
Harel Insurance Investments & Financial Services
Israel
$172K -$255K -532 -60%
ECM
2591
Elgethun Capital Management
South Dakota
$172K
GC
2592
Giverny Capital
Quebec, Canada
$168K
TC
2593
Tacita Capital
Ontario, Canada
$165K
CMBA
2594
C.M. Bidwell & Associates
Hawaii
$163K -$265K -553 -62%
SC
2595
Sierra Capital
Florida
$163K -$959 -2 -0.6%
CIA
2596
Cascade Investment Advisors
Oregon
$163K
LPP
2597
Life Planning Partners
Florida
$156K
RA
2598
Rise Advisors
New York
$156K +$52.6K +110 +51%
TAIM
2599
TD Ameritrade Investment Management
Nebraska
$154K -$109K -228 -41%
GC
2600
Gould Capital
Washington
$153K +$28.7K +60 +23%