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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 %
VFP
2626
Verus Financial Partners
Virginia
$225K -$33.7K -66 -13%
KFI
2627
Key Financial Inc
Pennsylvania
$225K
VBWMG
2628
Von Berge Wealth Management Group
California
$224K
DPI
2629
Diversified Portfolios Inc
Michigan
$224K -$12.3K -27 -5%
ARC
2630
Advisor Resource Council
Texas
$224K +$11K +24 +5%
SWAG
2631
Spectrum Wealth Advisory Group
California
$223K +$456 +1 +0.2%
BWM
2632
Baystate Wealth Management
Massachusetts
$223K +$10.5K +23 +5%
TWM
2633
TMD Wealth Management
Arizona
$222K -$9.13K -20 -4%
RWA
2634
Rooted Wealth Advisors
Illinois
$222K +$222K +487 New
AWM
2635
Aevitas Wealth Management
Massachusetts
$222K +$457 +1 +0.2%
WCFA
2636
Walkner Condon Financial Advisors
Wisconsin
$221K +$456 +1 +0.2%
V
2637
ViaWealth
Kansas
$221K +$221K +461 New
MWM
2638
Marion Wealth Management
Pennsylvania
$221K +$5.48K +12 +3%
PFA
2639
Petra Financial Advisors
Colorado
$221K +$221K +483 New
PWS
2640
Private Wealth Strategies
Ohio
$219K +$456 +1 +0.2%
FFA
2641
Fi3 Financial Advisors
Indiana
$219K +$20.1K +44 +10%
FCIM
2642
Fairview Capital Investment Management
California
$218K -$38.8K -85 -15%
HNW
2643
High Note Wealth
Minnesota
$218K
FNBTCON
2644
First National Bank & Trust Co of Newtown
Pennsylvania
$218K
DA
2645
Dillon & Associates
Michigan
$218K
AC
2646
Asio Capital
Kentucky
$218K -$2.28K -5 -1%
SCA
2647
Stonebridge Capital Advisors
Minnesota
$217K -$27.4K -60 -11%
GC
2648
Gibson Capital
Pennsylvania
$216K
AWC
2649
Abundance Wealth Counselors
Pennsylvania
$216K +$1.83K +4 +0.9%
JHCP
2650
Jackson Hole Capital Partners
Oklahoma
$216K