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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 %
MIFH
2851
Migdal Insurance & Financial Holdings
Israel
$22K +$22K +48 New
Q
2852
QVR
California
$21.9K -$292K -640 -93%
MFG
2853
Mendota Financial Group
Wisconsin
$21.5K +$21.5K +47 New
AW
2854
Avion Wealth
Texas
$21K
TWD
2855
True Wealth Design
Ohio
$21K +$21K +46 New
LFA
2856
Legend Financial Advisors
Pennsylvania
$20.1K
DWA
2857
Delos Wealth Advisors
Texas
$19.2K
HC
2858
Hoese & Co
Minnesota
$19K
FCG
2859
Financial Connections Group
California
$19K +$18.1K +41 +2,050%
APC
2860
Aspire Private Capital
North Carolina
$18.7K -$5.49K -12 -23%
OAJ
2861
Ogorek Anthony Joseph
New York
$18K
SA
2862
SRH Advisors
Kansas
$18K
SFFS
2863
Stonehage Fleming Financial Services
Jersey
$16K
RFA
2864
Register Financial Advisors
Georgia
$15.1K +$15.1K +33 New
FPB
2865
First PREMIER Bank
South Dakota
$15K +$938 +2 +7%
GMA
2866
Glassy Mountain Advisors
Maryland
$14.9K +$14.9K +33 New
LOIP
2867
Live Oak Investment Partners
Texas
$13.7K
CDIA
2868
Capital Directions Investment Advisors
Georgia
$13.7K +$13.7K +30 New
LG
2869
LAM Group
Oregon
$13.7K +$13.7K +30 New
DJSG
2870
D.J. St. Germain
Massachusetts
$13K -$337 -195 -3%
LFA
2871
Level Financial Advisors
New York
$13K
RWM
2872
Ruedi Wealth Management
Illinois
$12.8K +$12.8K +28 New
SGC
2873
Slocum, Gordon & Co
Rhode Island
$12.8K +$12.8K +28 New
EA
2874
Evolution Advisers
Virginia
$12K -$8.57K -20 -42%
CMANY
2875
Capital Management Associates (New York)
New York
$11.4K