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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
2626
Elgethun Capital Management
South Dakota
$171K +$472 +1 +0.3%
VIA
2627
Virtus Investment Advisers
Connecticut
$168K +$168K +356 New
CCA
2628
Catalyst Capital Advisors
New York
$167K -$1.54M -3,253 -90%
EC
2629
EdgeRock Capital
Colorado
$166K +$166K +352 New
GC
2630
Giverny Capital
Quebec, Canada
$165K
TC
2631
Tacita Capital
Ontario, Canada
$163K
CMBA
2632
C.M. Bidwell & Associates
Hawaii
$156K -$4.24K -9 -3%
LPP
2633
Life Planning Partners
Florida
$153K
FFC
2634
First Financial Corp
Indiana
$150K +$2.35K +5 +2%
AAP
2635
Arax Advisory Partners
Colorado
$149K -$22.6K -48 -13%
AA
2636
Addison Advisors
Vermont
$145K +$61.4K +130 +73%
HIM
2637
Hillsdale Investment Management
Ontario, Canada
$144K +$5.68K +12 +4%
GC
2638
Gould Capital
Washington
$142K -$9.47K -20 -6%
NC
2639
NewSquare Capital
Pennsylvania
$142K
PK
2640
Pflug Koory
Nebraska
$142K
EMFAT
2641
Emerald Mutual Fund Advisers Trust
Pennsylvania
$142K +$39.8K +84 +39%
VCM
2642
Versant Capital Management
Arizona
$140K -$471 -1 -0.3%
PCA
2643
Providence Capital Advisors
North Carolina
$139K +$44.8K +95 +48%
TAIM
2644
TD Ameritrade Investment Management
Nebraska
$137K -$14.6K -31 -10%
CMA
2645
Cedar Mountain Advisors
Oregon
$137K
CAC
2646
Core Alternative Capital
Georgia
$137K +$7.09K +15 +5%
AWM
2647
Abound Wealth Management
Tennessee
$133K +$133K +281 New
KFP
2648
KB Financial Partners
New Jersey
$132K
SWA
2649
SOA Wealth Advisors
New York
$131K +$23.1K +49 +21%
HWA
2650
HHM Wealth Advisors
Tennessee
$127K -$69.4K -147 -35%