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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 %
WP
2676
WealthShield Partners
North Carolina
$208K
SAM
2677
Stone Asset Management
Texas
$207K -$22.8K -50 -10%
HHRDM
2678
H&H Retirement Design & Management
Nevada
$207K +$207K +427 New
TWM
2679
Thrive Wealth Management
Pennsylvania
$207K -$26.5K -58 -11%
AIA
2680
Allied Investment Advisors
Montana
$206K -$28.8K -63 -12%
DI
2681
DDFG Inc
California
$206K +$206K +451 New
BFG
2682
Barber Financial Group
Kansas
$206K +$206K +451 New
MS
2683
Maven Securities
Jersey
$205K -$3.7M -8,103 -95%
KCMH
2684
Keywise Capital Management (HK)
Hong Kong
$205K +$205K +450 New
SFG
2685
Summit Financial Group
West Virginia
$205K
LCM
2686
LVM Capital Management
Michigan
$205K +$205K +448 New
SPC
2687
Stewart & Patten Company
California
$205K -$22.8K -50 -10%
SC
2688
Sonen Capital
California
$204K
HIGP
2689
Hill Investment Group Partners
Missouri
$204K +$204K +446 New
WF
2690
Whelan Financial
California
$203K +$203K +446 New
SL
2691
Sentinus LLC
Illinois
$203K +$12.4K +27 +7%
FIM
2692
FWL Investment Management
Texas
$203K +$203K +445 New
NCM
2693
Noesis Capital Mangement
Florida
$202K +$202K +442 New
MKA
2694
M. Kulyk & Associates
Georgia
$202K
RWM
2695
RBA Wealth Management
California
$201K
AWP
2696
Atlas Wealth Partners
Pennsylvania
$201K +$201K +390 New
AWP
2697
Abacus Wealth Partners
California
$201K -$7.31K -16 -4%
PWA
2698
PCG Wealth Advisors
Kansas
$201K -$197K -432 -50%
SL
2699
Summitry LLC
California
$201K -$23.7K -52 -11%
FCMT
2700
Founders Capital Management (Texas)
Texas
$200K