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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 %
CWM
2976
Cabot Wealth Management
Massachusetts
-$378K -801 Closed
CCM
2977
Chimera Capital Management
New York
-$377K -798 Closed
PP
2978
Pegasus Partners
Wisconsin
-$368K -779 Closed
CM
2979
Crestline Management
Texas
-$356K -754 Closed
ASFA
2980
All Season Financial Advisors
Colorado
-$344K -729 Closed
TI
2981
Truepoint Inc
Ohio
-$338K -716 Closed
WWA
2982
WCG Wealth Advisors
Nevada
-$397K -715 Closed
SW
2983
Simplicity Wealth
New Jersey
-$333K -705 Closed
SIA
2984
SkyView Investment Advisors
New Jersey
-$331K -700 Closed
FCAG
2985
First Capital Advisors Group
New Jersey
-$331K -700 Closed
KCM
2986
Karp Capital Management
California
-$317K -672 Closed
FL
2987
Fort LP
Maryland
-$315K -668 Closed
PRS
2988
Pinkerton Retirement Specialists
Idaho
-$314K -665 Closed
EIA
2989
Eldridge Investment Advisors
New Hampshire
-$298K -630 Closed
SPP
2990
Single Point Partners
Massachusetts
-$295K -625 Closed
TLFA
2991
True Link Financial Advisors
California
-$289K -612 Closed
SCA
2992
Sandy Cove Advisors
Massachusetts
-$276K -584 Closed
IA
2993
Inspire Advisors
Idaho
-$260K -551 Closed
WLPWM
2994
Walled Lake Planning & Wealth Management
Illinois
-$255K -541 Closed
E
2995
ETFidea
New York
-$255K -541 Closed
LOAMU
2996
Lombard Odier Asset Management (USA)
New York
-$255K -539 Closed
ZF
2997
Zhang Financial
Michigan
-$252K -534 Closed
AS
2998
Akuna Securities
Illinois
-$250K -530 Closed
G
2999
GenTrust
Florida
-$250K -529 Closed
CWG
3000
Cornerstone Wealth Group
North Carolina
-$249K -527 Closed