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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 %
CAS
2801
Coppell Advisory Solutions
Texas
$63.9K +$63.9K +140 New
CASC
2802
Coppell Advisory Solutions Corp
Texas
$63.9K +$63.9K +140 New
FWA
2803
Freedom Wealth Alliance
Wisconsin
$62.5K +$62.5K +137 New
CP
2804
Castleview Partners
Texas
$61.6K
NECFA
2805
New England Capital Financial Advisors
Connecticut
$61.2K +$61.2K +128 New
IRC
2806
Investors Research Corp
Georgia
$57.5K +$5.94K +13 +12%
MFT
2807
Moisand Fitzgerald Tamayo
Florida
$55.7K +$24.2K +53 +77%
CB
2808
Community Bank
New York
$55.2K
ST
2809
Sageworth Trust
Pennsylvania
$54K -$19.7K -43 -27%
RCC
2810
Red Cedar Capital
Nebraska
$53K
EPM
2811
Equitec Proprietary Markets
Illinois
$52K +$52K +114 New
LAM
2812
Lakewood Asset Management
Illinois
$52K +$52K +115 New
BIA
2813
Bell Investment Advisors
California
$50.2K -$5.02K -11 -9%
CLOS
2814
Compagnie Lombard Odier SCmA
Switzerland
$50K -$493K -1,085 -91%
GWSA
2815
Global Wealth Strategies & Associates
Colorado
$48.8K +$48.8K +107 New
CWM
2816
Cranbrook Wealth Management
Michigan
$46.5K
CSPAM
2817
Cary Street Partners Asset Management
Virginia
$46.4K -$63.7K -140 -58%
MUMSS
2818
Mitsubishi UFJ Morgan Stanley Securities
Japan
$46K -$4.6K -10 -9%
LSV Asset Management
2819
LSV Asset Management
Illinois
$46K
POIA
2820
Pin Oak Investment Advisors
Texas
$46K
PFG
2821
Piershale Financial Group
Illinois
$45.7K +$45.7K +100 New
Belvedere Trading
2822
Belvedere Trading
Illinois
$43.8K +$43.8K +96 New
PA
2823
PSI Advisors
Florida
$42.5K
OA
2824
Operose Advisors
Wisconsin
$41.5K
FWM
2825
Focused Wealth Management
New York
$41K +$30.1K +66 +275%