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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
FNB
2576
Farmers National Bank
Kentucky
$216K +$3.78K +8 +2%
AWP
2577
Abacus Wealth Partners
California
$215K +$3.31K +7 +2%
GAM
2578
Gemmer Asset Management
California
$215K -$4.51M -9,548 -95%
WP
2579
WealthShield Partners
North Carolina
$215K -$15.1K -32 -7%
HIG
2580
Heritage Investment Group
Florida
$215K +$12.3K +26 +6%
UBV
2581
United Bank (Virginia)
Virginia
$215K +$215K +456 New
BCM
2582
Bourgeon Capital Management
Connecticut
$213K
SFG
2583
Summit Financial Group
West Virginia
$213K
JGC
2584
J. Goldman & Co
New York
$213K +$213K +450 New
FAFN
2585
First Affirmative Financial Network
Colorado
$213K +$213K +452 New
AFM
2586
Andesa Financial Management
Pennsylvania
$212K +$212K +447 New
SC
2587
Sonen Capital
California
$211K
PCI
2588
Planning Center Inc
Illinois
$210K -$47.2K -100 -18%
CCA
2589
Cottonwood Capital Advisors
Utah
$210K +$3.3K +7 +2%
MKA
2590
M. Kulyk & Associates
Georgia
$209K
RWM
2591
RBA Wealth Management
California
$208K
VBWMG
2592
Von Berge Wealth Management Group
California
$208K
FCMT
2593
Founders Capital Management (Texas)
Texas
$207K -$2.83K -6 -1%
RA
2594
Rise Advisors
New York
$207K +$53.3K +113 +35%
SL
2595
Sentinus LLC
Illinois
$207K +$207K +414 New
RC
2596
Reik & Co
New York
$206K
MAG
2597
Mayfair Advisory Group
Alabama
$206K +$206K +432 New
FFA
2598
Fi3 Financial Advisors
Indiana
$206K +$206K +435 New
CC
2599
Cornerstone Capital
California
$206K +$206K +437 New
BBA
2600
Braun-Bostich & Associates
Pennsylvania
$205K -$29.8K -63 -13%