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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
2676
World Investment Advisors
California
$202K +$202K +350 New
SPWM
2677
Schrum Private Wealth Management
Florida
$202K +$202K +350 New
TLP
2678
Trinity Legacy Partners
Texas
$202K +$202K +351 New
SEIA
2679
Signature Estate & Investment Advisors
California
$201K -$5.76K -10 -3%
GWM
2680
Gray Wealth Management
Maine
$200K +$200K +348 New
TC
2681
Tacita Capital
Ontario, Canada
$199K
MAM
2682
McCarthy Asset Management
California
$198K
SC
2683
Sierra Capital
Florida
$197K -$55.9K -97 -22%
CIA
2684
Cascade Investment Advisors
Oregon
$196K
AS
2685
Altshuler Shaham
Israel
$187K -$141K -244 -43%
LPP
2686
Life Planning Partners
Florida
$187K
AAP
2687
Arax Advisory Partners
Colorado
$182K +$4.61K +8 +3%
FFC
2688
First Financial Corp
Indiana
$181K
CWM
2689
Curi Wealth Management
North Carolina
$178K +$114K +198 +178%
VCM
2690
Versant Capital Management
Arizona
$177K -$7.47K -13 -4%
PK
2691
Pflug Koory
Nebraska
$173K
CMA
2692
Cedar Mountain Advisors
Oregon
$168K
TSW
2693
Thompson Siegel & Walmsley
Virginia
$159K
SFG
2694
Steward Financial Group
Texas
$158K +$35.6K +62 +29%
LJHT
2695
Laurie J. Hall Trustee
$154K
IWP
2696
IAG Wealth Partners
Wisconsin
$151K +$5.19K +9 +4%
GC
2697
Gould Capital
Washington
$150K -$13.8K -24 -8%
PG
2698
Proffitt & Goodson
Tennessee
$150K
RIM
2699
Rockbridge Investment Management
New York
$148K
CAC
2700
Core Alternative Capital
Georgia
$141K +$103K +179 +271%