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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 %
LJHT
2651
Laurie J. Hall Trustee
$126K
TSW
2652
Thompson Siegel & Walmsley
Virginia
$125K
SWM
2653
Stapp Wealth Management
Washington
$120K +$120K +254 New
PG
2654
Proffitt & Goodson
Tennessee
$114K -$2.84K -6 -2%
ARIS
2655
Advanced Research Investment Solutions
California
$114K +$102K +217 +868%
CSPAM
2656
Cary Street Partners Asset Management
Virginia
$114K +$114K +242 New
KFS
2657
Kelly Financial Services
Massachusetts
$113K -$2.36K -5 -2%
SC
2658
Seldon Capital
California
$112K
CMP
2659
Coston McIsaac & Partners
Maine
$109K -$472 -1 -0.4%
WFA
2660
West Financial Advisors
Iowa
$109K
IFA
2661
Interactive Financial Advisors
Illinois
$109K
CFFP
2662
Center for Financial Planning
Michigan
$109K
PP
2663
PFS Partners
New Jersey
$108K
TF
2664
TimeScale Financial
Massachusetts
$105K +$9.46K +20 +10%
ACM
2665
Adalta Capital Management
New York
$102K -$4.74K -10 -4%
DCBT
2666
Dakota Community Bank & Trust
North Dakota
$100K +$100K +211 New
GFPC
2667
Global Financial Private Client
Florida
$97.9K
WWM
2668
Wagner Wealth Management
South Carolina
$97K +$8.99K +19 +10%
FA
2669
Financial Avengers
California
$96K +$4.71K +10 +5%
DI
2670
Disciplined Investments
Oklahoma
$96K +$5.18K +11 +6%
SPWM
2671
Spartan Planning & Wealth Management
North Carolina
$96K +$96K +204 New
EARNEST Partners
2672
EARNEST Partners
Georgia
$95K
BBPWM
2673
Blue Bell Private Wealth Management
Pennsylvania
$94K -$472 -1 -0.5%
CWA
2674
Carolina Wealth Advisors
South Carolina
$92K +$4.74K +10 +5%
BA
2675
Bellwether Advisors
Nebraska
$92K +$33.3K +71 +57%