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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 %
HGWM
2826
Harvest Group Wealth Management
Massachusetts
$40.6K -$5.02K -11 -11%
DCM
2827
Disciplina Capital Management
Tennessee
$40.3K
SC
2828
Schubert & Co
Texas
$34.2K +$1.83K +4 +6%
Baillie Gifford & Co
2829
Baillie Gifford & Co
United Kingdom
$34.2K +$5.48K +12 +19%
YAL
2830
Your Advocates Ltd
Texas
$33.8K
KI
2831
Kapitalo Investimentos
Brazil
$33.8K +$33.8K +74 New
PSB
2832
Piscataqua Savings Bank
New Hampshire
$33.3K -$2.28K -5 -6%
CTB
2833
Country Trust Bank
Illinois
$32.9K -$913 -2 -3%
LSA
2834
Lansing Street Advisors
Pennsylvania
$32.8K +$2.28K +5 +7%
WAM
2835
Worth Asset Management
Texas
$32K
QL
2836
Quarry LP
New York
$31K +$31K +68 New
DWP
2837
Destiny Wealth Partners
Florida
$29.6K +$16.9K +37 +132%
FMTCOCP
2838
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K -$15.9K -35 -35%
MS
2839
Mizuho Securities
Japan
$27.4K -$976K -2,137 -97%
Parallax Volatility Advisers
2840
Parallax Volatility Advisers
California
$27.4K
SWM
2841
Sanctuary Wealth Management
Idaho
$26K +$26K +57 New
APF
2842
Alaska Permanent Fund
Alaska
$25K
SC
2843
Steph & Co
Wisconsin
$24K
DWA
2844
Dougherty Wealth Advisers
Minnesota
$23.7K
LWP
2845
Laurel Wealth Planning
Minnesota
$23.7K
BFA
2846
BBJS Financial Advisors
Washington
$23.7K +$23.7K +52 New
UOTTAIMCU
2847
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$23K +$23K +50 New
FFL
2848
Financial Freedom LLC
Ohio
$23K +$23K +50 New
CPFP
2849
Clear Perspectives Financial Planning
Ohio
$22.8K
CIM
2850
Contravisory Investment Management
Massachusetts
$22.8K +$22.8K +50 New