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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 %
FFA
2626
Freedman Financial Associates
Massachusetts
$223K
GWM
2627
GoalFusion Wealth Management
Texas
$223K +$223K +388 New
SI
2628
Saxon Interests
Texas
$223K +$223K +388 New
AWA
2629
Archvest Wealth Advisors
California
$223K +$223K +388 New
AIM
2630
Avity Investment Management
Connecticut
$222K -$20.2K -35 -8%
IP
2631
Intellectus Partners
California
$222K
FFBTD
2632
First Financial Bank - Trust Division
Ohio
$222K +$1.15K +2 +0.5%
PD
2633
Planning Directions
Pennsylvania
$221K -$57.6K -100 -21%
CPA
2634
Capital Performance Advisors
California
$221K +$221K +384 New
AFM
2635
Andesa Financial Management
Pennsylvania
$220K -$2.31K -4 -1%
CMP
2636
Courage Miller Partners
Virginia
$220K
SFA
2637
Souders Financial Advisors
Ohio
$220K +$220K +382 New
PCM
2638
Perkins Capital Management
Minnesota
$219K
RCWM
2639
Royal Capital Wealth Management
Indiana
$219K
SAM
2640
Stone Asset Management
Texas
$218K +$575 +1 +0.3%
JGIA
2641
Jackson Grant Investment Advisers
Connecticut
$218K +$1.15K +2 +0.5%
PWMG
2642
Provence Wealth Management Group
California
$217K +$217K +377 New
IA
2643
Inspire Advisors
Idaho
$216K -$87.3K -152 -29%
SWA
2644
Sax Wealth Advisors
New Jersey
$216K -$1.73K -3 -0.8%
NC
2645
NinePointTwo Capital
California
$216K
MS
2646
Madden Securities
Texas
$215K +$215K +374 New
AW
2647
Apricus Wealth
South Carolina
$214K +$214K +355 New
AF
2648
Apexium Financial
Texas
$213K
NWA
2649
Navis Wealth Advisors
New York
$213K
DI
2650
Diligent Investors
California
$212K -$147K -256 -41%