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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 %
DI
2651
DAGCO Inc
Ohio
$215K +$23.6K +65 +12%
AIP
2652
Almanack Investment Partners
Pennsylvania
$215K +$39.7K +87 +23%
BWM
2653
Bulltick Wealth Management
Florida
$215K +$215K +470 New
AWAP
2654
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$213K
QPW
2655
Quantum Private Wealth
Florida
$213K -$273K -599 -56%
RS
2656
Retirement Solution
Washington
$213K -$635K -1,393 -75%
LC
2657
Landaas & Company
Wisconsin
$212K -$3.19K -7 -1%
BSI
2658
Bennett Selby Investments
Maine
$212K +$212K +465 New
SCM
2659
Stonehearth Capital Management
Massachusetts
$212K
AIA
2660
Angeles Investment Advisors
California
$211K -$98.1K -215 -32%
SHJ
2661
Sharkey, Howes & Javer
Colorado
$211K
SOW
2662
State of Wyoming
Wyoming
$210K +$210K +461 New
SDAM
2663
Shulman DeMeo Asset Management
New York
$210K -$456 -1 -0.2%
PGA
2664
Portland Global Advisors
Maine
$210K
MTC
2665
McDaniel Terry & Co
Texas
$210K
FF
2666
Friedenthal Financial
New Jersey
$210K +$457 +1 +0.2%
BIP
2667
Blue Investment Partners
California
$210K +$210K +460 New
HWP
2668
Heritage Wealth Partners
Ohio
$209K +$209K +408 New
SEP
2669
Southland Equity Partners
Missouri
$209K +$14.6K +32 +8%
DAM
2670
Draper Asset Management
New York
$209K +$209K +457 New
LA
2671
Lynch & Associates
Indiana
$209K -$12.3K -27 -6%
HKIMG
2672
Hutchens & Kramer Investment Management Group
Indiana
$209K +$14.6K +32 +8%
SIM
2673
Studio Investment Management
Illinois
$208K -$15.1K -33 -7%
BCM
2674
Bourgeon Capital Management
Connecticut
$208K +$2.74K +6 +1%
LAM
2675
LifePro Asset Management
California
$208K +$208K +455 New