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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 %
CBT
601
Central Bank & Trust
Kentucky
$9M -$374K -820 -4%
GIA
602
GHP Investment Advisors
Colorado
$9M -$78.5K -172 -0.9%
CAM
603
Cozad Asset Management
Illinois
$8.99M -$118K -259 -1%
CF
604
Clarity Financial
Texas
$8.96M +$379K +831 +4%
SCA
605
Snowden Capital Advisors
New York
$8.94M +$1.91M +4,174 +27%
LA
606
Lakeside Advisors
Washington
$8.9M -$5.48K -12 -0.1%
HWM
607
HFR Wealth Management
New York
$8.88M -$16.4K -36 -0.2%
M
608
MOTCO
Texas
$8.86M -$81.7K -179 -0.9%
SPC
609
Sigma Planning Corp
Michigan
$8.86M -$59.3K -130 -0.7%
PIM
610
Progressive Investment Management
Oregon
$8.84M +$328K +719 +4%
FMTC
611
Farmers & Merchants Trust Company
California
$8.84M +$174K +382 +2%
CJL
612
Cyrus J. Lawrence
New York
$8.82M -$108K -237 -1%
CM
613
Churchill Management
California
$8.8M -$117K -257 -1%
PMEF
614
Point72 Middle East FZE
United Arab Emirates
$8.79M +$8.79M +19,253 New
HWAM
615
Hennion & Walsh Asset Management
New Jersey
$8.74M -$1.77M -3,884 -17%
TBA
616
Tower Bridge Advisors
Pennsylvania
$8.72M -$539K -1,180 -6%
MIG
617
McGuire Investment Group
Rhode Island
$8.71M +$49.3K +108 +0.6%
TAM
618
Thematics Asset Management
France
$8.65M +$8.65M +18,945 New
Lido Advisors
619
Lido Advisors
California
$8.63M -$2.6M -5,704 -23%
ERWM
620
Elk River Wealth Management
Colorado
$8.62M +$36.1K +79 +0.4%
SCM
621
Schnieders Capital Management
California
$8.57M +$1.96M +4,294 +30%
CA
622
Clearstead Advisors
Ohio
$8.55M +$23.3K +51 +0.3%
LG
623
Leuthold Group
Minnesota
$8.53M -$200K -438 -2%
HVM
624
Harvest Volatility Management
Connecticut
$8.53M -$2.2M -4,818 -20%
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$8.51M -$64.4K -141 -0.8%