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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 %
BAM
2776
Byrne Asset Management
New Jersey
$86.7K +$86.7K +190 New
BBPWM
2777
Blue Bell Private Wealth Management
Pennsylvania
$86.3K -$4.57K -10 -5%
IWP
2778
IAG Wealth Partners
Wisconsin
$84.9K
CPG
2779
Cornerstone Planning Group
New Jersey
$84K +$84K +178 New
MAWCM
2780
Mine & Arao Wealth Creation & Management
California
$82.6K
EIM
2781
Essex Investment Management
Massachusetts
$82K
WIM
2782
Westside Investment Management
California
$79.7K
PPWM
2783
PFG Private Wealth Management
Florida
$79K -$3.67K -8 -4%
JFG
2784
JDM Financial Group
Texas
$79K +$79K +173 New
APW
2785
Acima Private Wealth
Virginia
$77.6K
AA
2786
Addison Advisors
Vermont
$76.2K -$63.9K -140 -46%
RG
2787
Retirement Group
California
$75K +$15.1K +33 +25%
SGA
2788
Seaport Global Advisors
Massachusetts
$74K -$9.13K -20 -11%
MPCL
2789
My Personal CFO LLC
Washington
$72.6K +$72.6K +159 New
FMP
2790
Financial Management Professionals
Texas
$72K -$4.1K -9 -5%
NC
2791
Nightview Capital
Texas
$71.2K
JAM
2792
JCIC Asset Management
Ontario, Canada
$71K
BA
2793
Bellwether Advisors
Nebraska
$70.8K -$18.7K -41 -21%
LWA
2794
Lowe Wealth Advisors
Maryland
$69.4K
SSC
2795
Syverson Strege & Co
Iowa
$69.4K
C
2796
Covestor
United Kingdom
$68K +$456 +1 +0.7%
UAML
2797
US Asset Management LLC
Pennsylvania
$68K +$68K +149 New
CWM
2798
Cedar Wealth Management
California
$65.4K
AFS
2799
Annapolis Financial Services
Maryland
$64.5K -$13.7K -30 -18%
LFASL
2800
Lugano Financial Advisors SA (LFA)
Switzerland
$64.4K +$64.4K +141 New