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Costco
COST

Overview Fund Activity

2,801 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,034 reducing their positions, and 82 closing their positions.

Holders
2,801
Holders Change
+41
Holders Change %
+1.49%
% of All Funds
48.44%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,034
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M

Top Buyers

1
CWA
1
CM Wealth Advisors
Ohio
$710M
2
Jennison Associates
2
Jennison Associates
New York
$2.05B
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$446M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$756M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.4B

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.2B
2
BlackRock
2
BlackRock
New York
$14.2B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$183M
4
Bank of America
4
Bank of America
North Carolina
$3.72B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$55.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
2851
Zuckerman Investment Group
Illinois
– – -459 Closed
OPTFSNA
2852
Old Point Trust & Financial Services N A
Virginia
– – -457 Closed
CCP
2853
Cassia Capital Partners
North Carolina
– – -456 Closed
MIS
2854
Morningstar Investment Services
Illinois
– – -455 Closed
AOWM
2855
Alpha Omega Wealth Management
Virginia
– – -435 Closed
CWM
2856
Chesapeake Wealth Management
Virginia
– – -427 Closed
HHRDM
2857
H&H Retirement Design & Management
Nevada
– – -426 Closed
EGA
2858
E&G Advisors
Texas
– – -425 Closed
RWM
2859
Reston Wealth Management
Virginia
– – -423 Closed
4WM
2860
4J Wealth Management
Virginia
– – -421 Closed
OPOWM
2861
One Plus One Wealth Management
Florida
– – -420 Closed
CNWM
2862
Clay Northam Wealth Management
California
– – -418 Closed
PWP
2863
Pursue Wealth Partners
California
– – -417 Closed
GPA
2864
Guerra Pan Advisors
New Jersey
– – -408 Closed
MFP
2865
Meridian Financial Partners
Virginia
– – -390 Closed
SWM
2866
Scissortail Wealth Management
Oklahoma
– – -376 Closed
CIA
2867
Cascade Investment Advisors
Oregon
– – -340 Closed
SFG
2868
Steward Financial Group
Texas
– – -290 Closed
SOW
2869
State of Wyoming
Wyoming
– – -278 Closed
1IA
2870
1834 Investment Advisors
Wisconsin
– – -238 Closed
MIFH
2871
Migdal Insurance & Financial Holdings
Israel
– – -185 Closed
VRM
2872
Vectors Research Management
New York
– – -181 Closed
PH
2873
Pinnacle Holdings
Oklahoma
– – -109 Closed
RIM
2874
Rockbridge Investment Management
New York
– – -100 Closed
CH
2875
Canton Hathaway
Rhode Island
– – -85 Closed
112 113 114
115
116