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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 %
RWP
451
RWA Wealth Partners
Massachusetts
$15.8M +$916K +1,891 +6%
ICP
452
Ironvine Capital Partners
Nebraska
$15.7M +$82.6K +181 +0.5%
EMPI
453
Elo Mutual Pension Insurance
Finland
$15.7M +$463K +1,014 +3%
KLWA
454
Kelly Lawrence W & Associates
California
$15.6M -$135K -295 -0.9%
WT
455
Washington Trust
Rhode Island
$15.6M -$998K -2,186 -6%
BWFA
456
Baltimore-Washington Financial Advisors
Maryland
$15.6M -$62.1K -136 -0.4%
CII
457
Capital International Inc
California
$15.6M -$633K -1,387 -4%
BRWA
458
B. Riley Wealth Advisors
Florida
$15.4M +$517K +1,132 +3%
SWM
459
Spire Wealth Management
Virginia
$15.3M -$960K -2,103 -6%
AHC
460
Adell Harriman & Carpenter
Texas
$15.3M +$329K +720 +2%
ZIM
461
Zacks Investment Management
Illinois
$15.3M -$6.06M -13,274 -28%
CG
462
Colony Group
Massachusetts
$15.1M +$1.01M +2,207 +7%
JC
463
Jacobs & Co
California
$15.1M -$255K -559 -2%
CSS
464
Cubist Systematic Strategies
Connecticut
$15.1M -$33.2M -72,806 -69%
CA
465
Cetera Advisors
Colorado
$14.9M +$1.26M +2,762 +9%
BPA
466
Beacon Pointe Advisors
California
$14.9M -$841K -1,843 -5%
KWM
467
Kingsview Wealth Management
Oregon
$14.7M +$288K +630 +2%
PWAG
468
Polaris Wealth Advisory Group
California
$14.6M +$13.6M +28,127 +1,333%
KJWM
469
Kiley Juergens Wealth Management
Washington
$14.6M +$872K +1,910 +6%
HIMCH
470
Hartford Investment Management Co (HIMCO)
Connecticut
$14.6M -$4.58M -10,031 -24%
CAMG
471
CWA Asset Management Group
Florida
$14.6M +$436K +956 +3%
AA
472
Auxano Advisors
Washington
$14.6M +$942K +2,063 +7%
ZAM
473
Zevin Asset Management
Massachusetts
$14.5M -$108K -237 -0.7%
AAM
474
Advisors Asset Management
Colorado
$14.4M -$3M -6,561 -17%
CGH
475
Crossmark Global Holdings
Texas
$14.4M -$24.7K -54 -0.2%