COST icon

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 %
GCM
2726
Gables Capital Management
Florida
$108K -$173K -300 -62%
MIFH
2727
Migdal Insurance & Financial Holdings
Israel
$107K +$107K +185 New
SQA
2728
Simon Quick Advisors
New Jersey
$105K -$50.2K -87 -32%
EIM
2729
Essex Investment Management
Massachusetts
$104K
VRM
2730
Vectors Research Management
New York
$104K
BHWM
2731
Beaird Harris Wealth Management
Texas
$102K
WIM
2732
Westside Investment Management
California
$101K +$39.2K +378 +63%
GCM
2733
Gladius Capital Management
Illinois
$101K +$75.6K +131 +298%
PPWM
2734
PFG Private Wealth Management
Florida
$101K +$101K +175 New
CP
2735
Castleview Partners
Texas
$100K -$79.5M -139,195 -100%
AFS
2736
Annapolis Financial Services
Maryland
$99K
IBOK
2737
Independence Bank of Kentucky
Kentucky
$98K
APW
2738
Acima Private Wealth
Virginia
$98K
CWA
2739
Carolina Wealth Advisors
South Carolina
$98K
GFPC
2740
Global Financial Private Client
Florida
$96.7K
IFAM
2741
Institutional & Family Asset Management
Colorado
$96K
AA
2742
Addison Advisors
Vermont
$93K +$8.67K +15 +10%
KFP
2743
KB Financial Partners
New Jersey
$93K +$76.2K +132 +455%
JAM
2744
JCIC Asset Management
Ontario, Canada
$89K
SSC
2745
Syverson Strege & Co
Iowa
$88K
PFA
2746
Professional Financial Advisors
Nebraska
$87K
TAM
2747
Tucker Asset Management
Colorado
$86.4K -$8.64K -15 -9%
MAM
2748
Marquette Asset Management
Minnesota
$86K
UAML
2749
US Asset Management LLC
Pennsylvania
$86K +$86K +149 New
LWA
2750
Lowe Wealth Advisors
Maryland
$85K -$12.7K -22 -13%