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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
601
Carson Wealth (CWM LLC)
Nebraska
$9.6M +$573K +1,214 +6%
TBA
602
Tower Bridge Advisors
Pennsylvania
$9.58M -$78.4K -166 -0.8%
NSAM
603
North Star Asset Management
Wisconsin
$9.56M +$33.5K +71 +0.4%
TAM
604
Tocqueville Asset Management
New York
$9.56M -$66.1K -140 -0.7%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$9.48M +$189K +401 +2%
CAM
606
Cozad Asset Management
Illinois
$9.42M -$311K -658 -3%
CAM
607
Cresset Asset Management
Illinois
$9.42M -$34.5K -73 -0.4%
MFWM
608
Motley Fool Wealth Management
Virginia
$9.42M +$218K +461 +2%
MCM
609
McKinley Capital Management
Alaska
$9.41M -$8.97K -19 -0.1%
GIA
610
GHP Investment Advisors
Colorado
$9.39M +$195K +412 +2%
PFS
611
Prospera Financial Services
Texas
$9.38M +$553K +1,170 +6%
OAM
612
Oppenheimer Asset Management
New York
$9.35M +$1.97M +4,169 +27%
ATC
613
Argent Trust Co
Tennessee
$9.29M +$186K +393 +2%
M
614
MOTCO
Texas
$9.25M +$78.4K +166 +0.9%
CJL
615
Cyrus J. Lawrence
New York
$9.23M +$35.9K +76 +0.4%
SPC
616
Sigma Planning Corp
Michigan
$9.23M +$591K +1,251 +7%
CM
617
Churchill Management
California
$9.23M -$81.2K -172 -0.9%
LA
618
Lakeside Advisors
Washington
$9.22M +$472 +1 +0%
HWM
619
HFR Wealth Management
New York
$9.2M -$104K -220 -1%
USCWA
620
U.S. Capital Wealth Advisors
Texas
$9.09M -$232K -491 -2%
NW
621
NewEdge Wealth
Pennsylvania
$9.09M +$1.03M +2,191 +13%
LG
622
Leuthold Group
Minnesota
$9.04M -$180K -381 -2%
TCBWMS
623
Texas Capital Bank Wealth Management Services
Texas
$8.97M -$664K -1,406 -7%
FMTC
624
Farmers & Merchants Trust Company
California
$8.96M -$162K -344 -2%
JAM
625
Jupiter Asset Management
United Kingdom
$8.96M +$6.45M +13,656 +257%