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 %
SNBOSD
2576
Security National Bank of So Dak
Iowa
$246K +$246K +539 New
GCA
2577
Gradient Capital Advisors
California
$246K
MIC
2578
Means Investment Company
Maine
$246K -$1.83K -4 -0.7%
IIL
2579
Insight Inv LLC
California
$245K -$1.83K -4 -0.7%
SOAG
2580
Silver Oak Advisory Group
Oregon
$245K +$1.37K +3 +0.6%
PS
2581
Planned Solutions
California
$244K +$6.85K +15 +3%
GSIAS
2582
Garden State Investment Advisory Services
New Jersey
$244K +$244K +534 New
CRI
2583
Commonwealth Retirement Investments
Virginia
$244K +$244K +534 New
NEWAS
2584
N.E.W. Advisory Services
Wisconsin
$243K +$21K +46 +9%
UI
2585
Unconventional Investor
New Hampshire
$243K
MYIA
2586
Mount Yale Investment Advisors
Colorado
$242K -$16.4K -36 -6%
BB
2587
Bell Bank
North Dakota
$242K
EWA
2588
Evolution Wealth Advisors
Florida
$241K -$51.6K -113 -18%
JWM
2589
Jeppson Wealth Management
California
$241K -$5.02K -11 -2%
CWG
2590
Crown Wealth Group
North Carolina
$241K +$2.28K +5 +1%
CG
2591
Clifford Group
Massachusetts
$240K +$240K +526 New
AWP
2592
Ascent Wealth Partners
New York
$239K -$9.13K -20 -4%
DI
2593
Diligent Investors
California
$239K +$25.1K +55 +12%
CWA
2594
Centennial Wealth Advisory
Michigan
$238K +$3.2K +7 +1%
DWMG
2595
DB Wealth Management Group
California
$238K
SIS
2596
Sound Income Strategies
Florida
$238K +$12.3K +27 +5%
JBA
2597
Johnson Bixby & Associates
Washington
$238K +$20.1K +44 +9%
CIC
2598
Cornercap Investment Counsel
Georgia
$237K
WMA
2599
West Michigan Advisors
Michigan
$237K -$2.28K -5 -1%
TC
2600
Truvestments Capital
Florida
$236K -$101K -221 -30%