COST icon

Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIC
651
Gamble Jones Investment Counsel
California
$10.3M -$34.6K -60 -0.3%
MCWS
652
McKinley Carter Wealth Services
West Virginia
$10.3M -$196K -340 -2%
PIP
653
Peachtree Investment Partners
Florida
$10.2M +$2.5M +4,335 +33%
ERWM
654
Elk River Wealth Management
Colorado
$10.1M +$311K +540 +3%
FFA
655
First Foundation Advisors
California
$10.1M -$150K -260 -1%
AAS
656
Avantax Advisory Services
Texas
$9.99M +$591K +1,026 +6%
OSIA
657
O'Shares Investment Advisers
Massachusetts
$9.96M +$556K +966 +6%
FMII
658
Farmers & Merchants Investments Inc
Nebraska
$9.91M +$113K +197 +1%
WCWM
659
Willow Creek Wealth Management
California
$9.89M -$15K -26 -0.2%
WAM
660
Wilsey Asset Management
California
$9.85M
AMCA
661
Arthur M. Cohen & Associates
Illinois
$9.83M -$62.8K -109 -0.6%
BWFA
662
Baltimore-Washington Financial Advisors
Maryland
$9.81M -$1.86M -5,267 -16%
RJT
663
Raymond James Trust
Florida
$9.72M +$1M +1,739 +11%
ANBT
664
American National Bank & Trust
Texas
$9.72M -$962K -1,671 -9%
VCM
665
Vision Capital Management
Oregon
$9.7M -$227K -395 -2%
IIM
666
Ipswich Investment Management
Massachusetts
$9.63M -$206K -358 -2%
First Manhattan
667
First Manhattan
New York
$9.58M -$46.6K -81 -0.5%
CA
668
Clearstead Advisors
Ohio
$9.55M +$53K +92 +0.6%
BCI
669
Brinker Capital Investments
Pennsylvania
$9.55M -$522K -907 -5%
BCV
670
Banque Cantonale Vaudoise
Switzerland
$9.53M +$1.27M +2,202 +15%
CT
671
Cambridge Trust
Massachusetts
$9.48M +$372K +646 +4%
GP
672
Greenline Partners
New York
$9.46M -$2.37M -4,108 -20%
HGERS
673
Householder Group Estate & Retirement Specialist
Arizona
$9.44M +$265K +460 +3%
RCM
674
RB Capital Management
Nevada
$9.36M +$46.6K +81 +0.5%
PIM
675
Penobscot Investment Management
Massachusetts
$9.35M +$625K +1,086 +7%