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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 %
PWS
2601
Paragon Wealth Strategies
Florida
$235K
GAG
2602
Goodman Advisory Group
Massachusetts
$234K
RA
2603
Rodgers & Associates
Pennsylvania
$233K
MCP
2604
Mirador Capital Partners
California
$233K +$7.76K +17 +3%
SWM
2605
Seed Wealth Management
Illinois
$232K +$232K +509 New
OFG
2606
Omega Financial Group
California
$231K +$8.79K +20 +4%
CNAM
2607
Campbell Newman Asset Management
Wisconsin
$231K
AIM
2608
Acropolis Investment Management
Missouri
$230K -$5.02K -11 -2%
MS
2609
Madden Securities
Texas
$229K
ACM
2610
Acrisure Capital Management
Texas
$229K +$229K +502 New
PCM
2611
Penserra Capital Management
California
$229K -$74.5K -164 -25%
AWA
2612
Archvest Wealth Advisors
California
$228K
ACG
2613
Allen Capital Group
Nebraska
$228K +$228K +500 New
CWA
2614
CM Wealth Advisors
Ohio
$228K -$7.16M -15,677 -97%
AC
2615
Avenir Corporation
Virginia
$228K -$22.8K -50 -9%
PFC
2616
Poplar Forest Capital
California
$228K
SCP
2617
Syntal Capital Partners
Texas
$228K
VWA
2618
VERITY Wealth Advisors
United States
$228K
SA
2619
Sicart Associates
New York
$228K +$228K +500 New
AGA
2620
Arkos Global Advisors
Texas
$228K -$3.19K -7 -1%
WCM
2621
Wunderlich Capital Managemnt
Tennessee
$228K
JLBC
2622
J.L. Bainbridge & Co
Florida
$227K +$14.6K +32 +7%
WA
2623
Wealthstream Advisors
New York
$227K -$9.14K -20 -4%
GWM
2624
Greenhouse Wealth Management
Connecticut
$226K +$11.9K +26 +6%
PP
2625
PrairieView Partners
Minnesota
$226K