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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 %
KFS
2701
Kelly Financial Services
Massachusetts
$141K
AA
2702
AlphaMark Advisors
Kentucky
$140K -$41.5K -72 -23%
AWM
2703
Activest Wealth Management
Florida
$137K -$86.9K -151 -39%
SC
2704
Seldon Capital
California
$137K
CB
2705
Community Bank
New York
$136K
C
2706
Covestor
United Kingdom
$134K +$62.4K +108 +87%
SWA
2707
SOA Wealth Advisors
New York
$132K -$31.7K -55 -19%
PCA
2708
Providence Capital Advisors
North Carolina
$132K -$25.4K -44 -16%
CFFP
2709
Center for Financial Planning
Michigan
$132K
PP
2710
PFS Partners
New Jersey
$131K
ACM
2711
Adalta Capital Management
New York
$130K -$101K -175 -44%
FA
2712
Financial Avengers
California
$129K
APF
2713
Alaska Permanent Fund
Alaska
$128K -$64.3K -112 -33%
EMFAT
2714
Emerald Mutual Fund Advisers Trust
Pennsylvania
$124K -$2.3K -4 -2%
RA
2715
Rise Advisors
New York
$124K +$46.5K +81 +60%
FCT
2716
First Community Trust
Iowa
$119K
PI
2717
Parkside Investments
Illinois
$117K +$117K +204 New
TF
2718
TimeScale Financial
Massachusetts
$116K -$5.77K -10 -5%
EARNEST Partners
2719
EARNEST Partners
Georgia
$116K
EFS
2720
Econ Financial Services
Pennsylvania
$115K
DI
2721
Disciplined Investments
Oklahoma
$115K +$16.2K +28 +16%
BBPWM
2722
Blue Bell Private Wealth Management
Pennsylvania
$113K
IFA
2723
Interactive Financial Advisors
Illinois
$113K
IAS
2724
IMA Advisory Services
Colorado
$111K
FC
2725
Family CFO
California
$109K