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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 %
SWM
626
Segment Wealth Management
Texas
$8.44M -$117K -256 -1%
MCM
627
McKinley Capital Management
Alaska
$8.43M -$671K -1,469 -7%
ANBT
628
American National Bank & Trust
Texas
$8.42M +$455K +997 +6%
BFEC
629
Benjamin F. Edwards & Company
Missouri
$8.41M +$498K +1,092 +6%
SG
630
Stonnington Group
California
$8.35M -$229K -475 -3%
CTI
631
Community Trust & Investment
Kentucky
$8.34M +$8.34M +18,275 New
JGC
632
J. Goldman & Co
New York
$8.31M +$8.1M +17,747 +3,944%
KNW
633
Kesler Norman & Wride
Utah
$8.3M -$184K -404 -2%
HSA
634
HBK Sorce Advisory
Pennsylvania
$8.21M +$4.08M +8,935 +99%
TCBWMS
635
Texas Capital Bank Wealth Management Services
Texas
$8.19M -$479K -1,050 -6%
RJT
636
Raymond James Trust
Florida
$8.17M +$211K +463 +3%
First Manhattan
637
First Manhattan
New York
$8.13M +$251K +549 +3%
CA
638
CapWealth Advisors
Tennessee
$8.12M +$32.4K +71 +0.4%
AC
639
Allstate Corporation
Illinois
$8.1M +$90.4K +198 +1%
AIM
640
Allstate Investment Management
Illinois
$8.1M +$8.1M +17,737 New
KTM
641
Keeler Thomas Management
Utah
$8.07M -$102K -224 -1%
MCWS
642
McKinley Carter Wealth Services
West Virginia
$8.03M -$25.1K -55 -0.3%
BJL
643
Brighton Jones LLC
Washington
$8M +$284K +622 +4%
CCM
644
Copeland Capital Management
Pennsylvania
$7.89M -$454K -995 -5%
RCM
645
Regency Capital Management
Hawaii
$7.89M -$154K -337 -2%
BCAM
646
Boston Common Asset Management
Massachusetts
$7.88M +$27.4K +60 +0.3%
LCM
647
Liberty Capital Management
Michigan
$7.88M -$339K -743 -4%
WAM
648
Wilsey Asset Management
California
$7.86M -$16K -35 -0.2%
FNT
649
First National Trust
Pennsylvania
$7.82M +$700K +1,534 +10%
WCWM
650
Willow Creek Wealth Management
California
$7.82M -$15M -32,949 -66%