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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 %
CBUSF
526
Construction & Building Unions Superannuation Fund
Australia
$11.7M +$6.08M +13,314 +108%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$11.7M +$538K +1,179 +5%
PAG
528
Private Advisory Group
Washington
$11.6M -$32.9K -72 -0.3%
BSA
529
Braun Stacey Associates
New York
$11.6M -$382K -836 -3%
BBA
530
BLB&B Advisors
Pennsylvania
$11.4M -$62.5K -137 -0.5%
MLICM
531
Metropolitan Life Insurance Company (MetLife)
New York
$11.4M -$448K -981 -4%
ASN
532
Advisory Services Network
Georgia
$11.3M +$148K +325 +1%
AI
533
Atria Investments
North Carolina
$11.3M +$33.8K +74 +0.3%
JSA
534
Jacobson & Schmitt Advisors
Wisconsin
$11.2M
AAS
535
Avantax Advisory Services
Texas
$11.2M +$936K +2,051 +9%
RIG
536
Renaissance Investment Group
Massachusetts
$11.1M +$114K +249 +1%
GP
537
Girard Partners
Pennsylvania
$11.1M +$80.8K +177 +0.7%
RSS
538
Rosenblum Silverman Sutton
California
$11.1M -$210K -459 -2%
UIM
539
USS Investment Management
United Kingdom
$11.1M +$7.08M +15,500 +174%
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$11.1M -$3.75M -8,223 -25%
ECM
541
Evergreen Capital Management
Washington
$11.1M +$174K +382 +2%
API
542
Advisor Partners II
California
$11M +$441K +965 +4%
BCM
543
Becker Capital Management
Oregon
$10.9M -$5.93K -13 -0.1%
SFA
544
Sequoia Financial Advisors
Ohio
$10.8M +$2.8M +6,143 +35%
AAS
545
Annex Advisory Services
Wisconsin
$10.8M +$3.35M +7,339 +45%
BDA
546
Borer Denton & Associates
Pennsylvania
$10.8M +$150K +329 +1%
AssetMark Inc
547
AssetMark Inc
California
$10.8M +$2.32M +5,081 +27%
AWM
548
Avitas Wealth Management
California
$10.7M -$58.4K -128 -0.5%
BCM
549
Brasada Capital Management
Texas
$10.7M -$87.2K -191 -0.8%
LI
550
LMCG Investments
Massachusetts
$10.7M +$20.1K +44 +0.2%