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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 %
SC
2751
Stephens Consulting
Michigan
$107K +$70.3K +154 +190%
CSWM
2752
Cassady Schiller Wealth Management
Ohio
$107K +$107K +234 New
TF
2753
TimeScale Financial
Massachusetts
$105K +$472 +1 +0.5%
FCT
2754
First Community Trust
Iowa
$105K +$102K +223 +3,186%
IFA
2755
Interactive Financial Advisors
Illinois
$105K
CFFP
2756
Center for Financial Planning
Michigan
$105K
TLA
2757
Tanglewood Legacy Advisors
Texas
$105K +$105K +229 New
PP
2758
PFS Partners
New Jersey
$104K
IFAM
2759
Institutional & Family Asset Management
Colorado
$104K +$32.4K +71 +45%
TAIM
2760
TD Ameritrade Investment Management
Nebraska
$104K -$29.3K -64 -22%
OWA
2761
One Wealth Advisors
California
$98.6K -$798K -1,749 -89%
HIIFS
2762
Harel Insurance Investments & Financial Services
Israel
$98K -$362K -790 -79%
GFPC
2763
Global Financial Private Client
Florida
$96.3K +$2.74K +6 +3%
DCBT
2764
Dakota Community Bank & Trust
North Dakota
$96K
TAM
2765
Tucker Asset Management
Colorado
$94.5K +$25.1K +55 +36%
FA
2766
Financial Avengers
California
$93.4K +$455 +1 +0.5%
PG
2767
Proffitt & Goodson
Tennessee
$93.1K -$16.9K -37 -15%
IAS
2768
IMA Advisory Services
Colorado
$92.7K +$5.02K +11 +6%
CWA
2769
Carolina Wealth Advisors
South Carolina
$92K +$3.2K +7 +4%
EARNEST Partners
2770
EARNEST Partners
Georgia
$91.8K
AS
2771
AM Squared
Hong Kong
$91.3K +$91.3K +200 New
ACM
2772
Adalta Capital Management
New York
$91K -$6.83K -15 -7%
MWM
2773
MinichMacGregor Wealth Management
New York
$89.5K +$89.5K +196 New
DI
2774
Disciplined Investments
Oklahoma
$87.6K -$5.47K -12 -6%
FC
2775
Family CFO
California
$86.7K