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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 %
RWP
2601
Revolve Wealth Partners
New Jersey
$229K +$229K +397 New
HWM
2602
HighMark Wealth Management
Minnesota
$228K
BZWA
2603
Blue Zone Wealth Advisors
California
$228K +$11.5K +20 +5%
PCMC
2604
Private Capital Management (Colorado)
Colorado
$228K +$15.5K +27 +7%
BCM
2605
BTC Capital Management
Iowa
$227K
CISOA
2606
Capital Investment Services of America
Wisconsin
$227K
CAM
2607
CenterStar Asset Management
Illinois
$227K -$234K
HG
2608
Harbor Group
New Hampshire
$227K
FA
2609
Fermata Advisors
California
$227K +$10.9K +19 +5%
HH
2610
HWG Holdings
Texas
$227K +$224K +388 +6,467%
Wealth Enhancement Advisory Services
2611
Wealth Enhancement Advisory Services
Minnesota
$226K -$152K -264 -40%
MCWA
2612
Meadow Creek Wealth Advisors
Georgia
$226K -$34.5K -60 -13%
4WM
2613
4J Wealth Management
Virginia
$226K -$30.5K -53 -12%
GPA
2614
Guerra Pan Advisors
New Jersey
$226K
AR
2615
Apeiron RIA
Texas
$226K +$4.87K +8 +2%
CWM
2616
Chesapeake Wealth Management
Virginia
$225K
NS
2617
Newman & Schimel
Illinois
$225K
MFP
2618
Meridian Financial Partners
Virginia
$225K +$225K +390 New
TWM
2619
Thrive Wealth Management
Pennsylvania
$225K +$225K +391 New
EBA
2620
Eagle Bay Advisors
New York
$224K -$23.6K -41 -10%
SNBOSD
2621
Security National Bank of So Dak
Iowa
$224K
SPC
2622
Stewart & Patten Company
California
$224K
SLA
2623
Silver Lake Advisory
Utah
$224K +$574 +1 +0.3%
BC
2624
Bowman & Company
Wisconsin
$224K +$576 +1 +0.3%
GC
2625
Gilbert & Cook
Iowa
$224K +$224K +388 New