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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 %
SCA
2876
Stuart Chaussee & Associates
California
$11K
BC
2877
Barrett & Company
Rhode Island
$10K
SC
2878
Sierra Capital
Florida
$10K
CWM
2879
CarsonAllaria Wealth Management
Illinois
$9K +$9K +20 New
RDIA
2880
RE Dickinson Investment Advisors
Iowa
$8K
MFA
2881
McClarren Financial Advisors
Pennsylvania
$8K +$421 +1 +6%
CM
2882
Cornerstone Management
Georgia
$7.76K
PS
2883
PayPay Securities
Japan
$7.76K +$7.76K +17 New
FGAM
2884
Financial Gravity Asset Management
Texas
$7.53K -$46.9K -2,847 -86%
DFCM
2885
Dark Forest Capital Management
Puerto Rico
$6.85K -$6.85K -15 -50%
MBFW
2886
Morton Brown Family Wealth
Pennsylvania
$6.85K -$1.83K -4 -21%
NF
2887
Norwood Financial
Pennsylvania
$6.85K
TJHA
2888
Thomas J. Herzfeld Advisors
Florida
$6.39K
LIM
2889
Longfellow Investment Management
Massachusetts
$5.94K +$1.83K +4 +44%
MDCM
2890
Morgan Dempsey Capital Management
Wisconsin
$5.02K
JMF
2891
Johnson Midwest Financial
Iowa
$5K
SFA
2892
Semmax Financial Advisors
North Carolina
$5K
BC
2893
Belmont Capital
California
$5K
TWP
2894
TFO Wealth Partners
Ohio
$4.88K +$4.88K +83 New
WWP
2895
WR Wealth Planners
Missouri
$3.79K
RIM
2896
Ranger Investment Management
Texas
$3.65K
ACP
2897
Arcus Capital Partners
Georgia
$3.45K +$3.45K +8 New
ECM
2898
Everence Capital Management
Indiana
$3.21K -$1.47K -3,210 -31%
MYAM
2899
Meiji Yasuda Asset Management
Japan
$3.01K -$49 -108 -2%
TCOT
2900
Trust Company of Toledo
Ohio
$2.39K +$65 +143 +3%