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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 %
MAWCM
2651
Mine & Arao Wealth Creation & Management
California
$84K +$54.7K +114 +187%
AFS
2652
Annapolis Financial Services
Maryland
$82K
APW
2653
Acima Private Wealth
Virginia
$81.5K
FMP
2654
Financial Management Professionals
Texas
$78K +$14K +29 +22%
IFAM
2655
Institutional & Family Asset Management
Colorado
$75K -$4.78K -10 -6%
NC
2656
Nightview Capital
Texas
$75K +$75K +156 New
JAM
2657
JCIC Asset Management
Ontario, Canada
$74K
PFA
2658
Professional Financial Advisors
Nebraska
$73K
SSC
2659
Syverson Strege & Co
Iowa
$73K
C
2660
Covestor
United Kingdom
$72K -$40.1K -83 -36%
MAM
2661
Marquette Asset Management
Minnesota
$72K
TAM
2662
Tucker Asset Management
Colorado
$71.9K
UAML
2663
US Asset Management LLC
Pennsylvania
$71K
IUHSA
2664
Itau Unibanco Holding S.A.
Brazil
$69K -$23.2M -48,074 -100%
CWM
2665
Cedar Wealth Management
California
$69K
CFN
2666
Cordasco Financial Network
Florida
$67K +$16.9K +35 +34%
NL
2667
NKCFO LLC
Illinois
$65K +$65K +135 New
FMTCOCP
2668
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K +$1.93K +4 +3%
BA
2669
Bellwether Advisors
Nebraska
$59K +$1.42K +3 +2%
IBOK
2670
Independence Bank of Kentucky
Kentucky
$58K -$24.2K -50 -29%
RCC
2671
Red Cedar Capital
Nebraska
$56K
BDWM
2672
Brewin Dolphin Wealth Management
Ireland
$55K
HGWM
2673
Harvest Group Wealth Management
Massachusetts
$54K -$14K -26 -21%
MUMSS
2674
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53K
JWBC
2675
John W. Brooker & Co
California
$53K