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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 %
AC
576
Addenda Capital
Quebec, Canada
$9.64M -$213K -466 -2%
NL
577
NWAM LLC
Washington
$9.6M -$20.1K -44 -0.2%
SSB
578
Sandy Spring Bank
Maryland
$9.59M -$117K -256 -1%
WF
579
WoodTrust Financial
Wisconsin
$9.59M -$42.9K -94 -0.4%
OAM
580
Oppenheimer Asset Management
New York
$9.5M +$465K +1,019 +5%
GIP
581
Granite Investment Partners
California
$9.5M -$926K -2,028 -9%
NSAM
582
North Star Asset Management
Wisconsin
$9.49M +$252K +553 +3%
Verition Fund Management
583
Verition Fund Management
Connecticut
$9.48M +$4.54M +9,950 +92%
HIM
584
Harbour Investment Management
Washington
$9.47M -$59.3K -130 -0.6%
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$9.43M +$147K +323 +2%
FFP
586
FourThought Financial Partners
Florida
$9.38M +$9.38M +20,557 New
DBG
587
De Burlo Group
Massachusetts
$9.36M -$4.09M -8,950 -30%
SIC
588
Salem Investment Counselors
North Carolina
$9.35M +$1.39M +3,043 +17%
PWP
589
Perfromance Wealth Partners
Illinois
$9.31M -$71.7K -157 -0.8%
CPSAC
590
Chas P. Smith & Associates (CPS)
Florida
$9.3M +$8.31M +18,209 +841%
USCWA
591
U.S. Capital Wealth Advisors
Texas
$9.28M +$488K +1,070 +6%
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$9.27M +$109K +238 +1%
HIMC
593
Heritage Investors Management Corp
Maryland
$9.26M +$861K +1,887 +10%
ATC
594
Argent Trust Co
Tennessee
$9.2M +$229K +502 +3%
MFWM
595
Motley Fool Wealth Management
Virginia
$9.2M +$102K +223 +1%
SWA
596
Stratos Wealth Advisors
Ohio
$9.15M +$3.96M +8,669 +76%
TSS
597
Thomas Story & Son
Indiana
$9.14M -$386K -845 -4%
PA
598
PFG Advisors
Arizona
$9.14M +$716K +1,569 +9%
TAM
599
Tocqueville Asset Management
New York
$9.13M -$108K -236 -1%
WAM
600
Wolverine Asset Management
Illinois
$9.06M +$8.03M +17,583 +773%