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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 %
FNBOO
476
First National Bank of Omaha
Nebraska
$14.4M -$449K -984 -3%
MC
477
Middleton & Co
Massachusetts
$14.4M -$50.7K -111 -0.4%
MAM
478
Mastrapasqua Asset Management
Tennessee
$14.4M +$134K +293 +0.9%
H
479
HoyleCohen
California
$14.3M -$2.28K -5 -0%
TAM
480
Taurus Asset Management
New York
$14.1M -$5.02K -11 -0%
SIMG
481
Sonora Investment Management Group
Arizona
$14.1M +$280K +614 +2%
WTB
482
Washington Trust Bank
Washington
$14.1M +$14.6K +32 +0.1%
AC
483
Abbrea Capital
California
$14M +$25.1K +55 +0.2%
PP
484
Patten & Patten
Tennessee
$14M -$294K -645 -2%
MFAM
485
Motley Fool Asset Management
Virginia
$14M -$453K -993 -3%
BFIM
486
Beese Fulmer Investment Management
Ohio
$13.9M +$237K +520 +2%
LA
487
LBP AM
France
$13.8M +$13.8M +30,178 New
WIM
488
WealthPlan Investment Management
Nebraska
$13.7M -$410K -810 -3%
WP
489
WealthPLAN Partners
Nebraska
$13.6M +$13.6M +26,977 New
GC
490
Grimes & Company
Massachusetts
$13.6M -$62.5K -137 -0.5%
DWM
491
Dakota Wealth Management
Florida
$13.5M +$1.44M +3,160 +12%
CTA
492
Colonial Trust Advisors
South Carolina
$13.5M -$39.3K -86 -0.3%
AFG
493
Albion Financial Group
Utah
$13.4M +$559K +1,225 +4%
AIMCA
494
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.4M -$15.8M -34,666 -54%
WAM
495
Weatherly Asset Management
California
$13.4M -$319K -699 -2%
ACM
496
Advisors Capital Management
New Jersey
$13.3M +$342K +749 +3%
DP
497
DDD Partners
Washington
$13.3M +$71.2K +156 +0.5%
CIS
498
Capital International Sarl
California
$13.3M +$2M +4,374 +18%
ADEF
499
Adams Diversified Equity Fund
Maryland
$13.2M -$6.71M -14,700 -34%
RIL
500
Rothschild Investment LLC
Illinois
$13.2M -$180K -395 -1%