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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 %
SWA
2626
SOA Wealth Advisors
New York
$109K
ACM
2627
Adalta Capital Management
New York
$108K
EMFAT
2628
Emerald Mutual Fund Advisers Trust
Pennsylvania
$104K
WIM
2629
Westside Investment Management
California
$101K
GFPC
2630
Global Financial Private Client
Florida
$99.6K +$18K +37 +22%
FCT
2631
First Community Trust
Iowa
$99K
TF
2632
TimeScale Financial
Massachusetts
$97K +$480 +1 +0.5%
PCA
2633
Providence Capital Advisors
North Carolina
$96K -$13.9K -29 -13%
EARNEST Partners
2634
EARNEST Partners
Georgia
$96K
BBPWM
2635
Blue Bell Private Wealth Management
Pennsylvania
$96K +$1.92K +4 +2%
FA
2636
Financial Avengers
California
$93K -$14.4K -30 -13%
BHWM
2637
Beaird Harris Wealth Management
Texas
$93K +$8.15K +17 +10%
JIR
2638
James Investment Research
Ohio
$92K -$143K -300 -61%
DI
2639
Disciplined Investments
Oklahoma
$92K -$2.86K -6 -3%
IAS
2640
IMA Advisory Services
Colorado
$92K
FC
2641
Family CFO
California
$91.1K
GCM
2642
Gables Capital Management
Florida
$90K
MIFH
2643
Migdal Insurance & Financial Holdings
Israel
$89K
WWM
2644
Wagner Wealth Management
South Carolina
$89K +$89K +186 New
CWA
2645
Carolina Wealth Advisors
South Carolina
$88K +$6.7K +14 +8%
VRM
2646
Vectors Research Management
New York
$87K
EIM
2647
Essex Investment Management
Massachusetts
$86K
AA
2648
Addison Advisors
Vermont
$85K +$7.68K +16 +10%
LWA
2649
Lowe Wealth Advisors
Maryland
$85K +$14.4K +30 +20%
PPWM
2650
PFG Private Wealth Management
Florida
$84K +$477 +1 +0.6%