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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 %
FFC
2601
First Financial Corp
Indiana
$151K
CWM
2602
Curi Wealth Management
North Carolina
$151K +$2.88K +6 +2%
MS
2603
Mizuho Securities
Japan
$146K -$1.36M -2,400 -90%
NC
2604
NewSquare Capital
Pennsylvania
$144K -$677K -1,410 -82%
PK
2605
Pflug Koory
Nebraska
$144K
VCM
2606
Versant Capital Management
Arizona
$143K -$4.8K -10 -3%
HIM
2607
Hillsdale Investment Management
Ontario, Canada
$140K -$36K -75 -20%
CMA
2608
Cedar Mountain Advisors
Oregon
$139K
SFG
2609
Steward Financial Group
Texas
$138K +$7.14K +15 +5%
SOW
2610
State of Wyoming
Wyoming
$134K -$315K -654 -70%
KFP
2611
KB Financial Partners
New Jersey
$134K +$56.7K +118 +73%
CAC
2612
Core Alternative Capital
Georgia
$132K +$14.4K +30 +12%
LJHT
2613
Laurie J. Hall Trustee
$128K
TSW
2614
Thompson Siegel & Walmsley
Virginia
$127K -$5.27K -11 -4%
PG
2615
Proffitt & Goodson
Tennessee
$118K -$6.21K -13 -5%
KFS
2616
Kelly Financial Services
Massachusetts
$117K +$479 +1 +0.4%
IWP
2617
IAG Wealth Partners
Wisconsin
$116K -$9.07K -19 -7%
AA
2618
AlphaMark Advisors
Kentucky
$116K
1IA
2619
1834 Investment Advisors
Wisconsin
$114K -$311K -650 -73%
SC
2620
Seldon Capital
California
$114K
CMP
2621
Coston McIsaac & Partners
Maine
$111K +$111K +232 New
CFFP
2622
Center for Financial Planning
Michigan
$110K
IFA
2623
Interactive Financial Advisors
Illinois
$110K +$15.8K +33 +17%
WFA
2624
West Financial Advisors
Iowa
$110K +$62.2K +130 +130%
PP
2625
PFS Partners
New Jersey
$109K