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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 %
WHG
651
Westwood Holdings Group
Texas
$7.81M +$7.3K +16 +0.1%
DDC
652
DF Dent & Co
Maryland
$7.74M +$6.09M +13,333 +368%
SG Americas Securities
653
SG Americas Securities
New York
$7.74M -$1.67M -3,661 -18%
V
654
Veritable
Delaware
$7.73M +$199K +435 +3%
CIM
655
Chapman Investment Management
California
$7.73M -$2.46M -5,378 -24%
TRCT
656
Tower Research Capital (TRC)
New York
$7.7M -$34.7M -76,063 -82%
RCM
657
RB Capital Management
Nevada
$7.7M +$23.3K +51 +0.3%
SCM
658
Silvant Capital Management
Georgia
$7.7M +$86.3K +189 +1%
HGERS
659
Householder Group Estate & Retirement Specialist
Arizona
$7.68M -$208K -455 -3%
AWM
660
Apollon Wealth Management
South Carolina
$7.68M +$673K +1,475 +10%
NNPTE
661
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$7.67M +$186K +407 +2%
DC
662
Defender Capital
North Carolina
$7.67M -$41.1K -90 -0.5%
HCM
663
Hutner Capital Management
Vermont
$7.63M -$246K -538 -3%
PFS
664
Prospera Financial Services
Texas
$7.56M -$1.51M -3,300 -17%
KHLMVGHM
665
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.54M
SCM
666
Shelton Capital Management
Colorado
$7.53M -$16.2M -35,534 -68%
Kovitz Investment Group Partners
667
Kovitz Investment Group Partners
Illinois
$7.53M -$860K -1,883 -10%
BST
668
Bath Savings Trust
Maine
$7.51M +$693K +1,519 +10%
GI
669
Gradient Investments
Minnesota
$7.5M +$641K +1,405 +9%
PIA
670
Petredis Investment Advisors
Pennsylvania
$7.48M +$7.48M +16,394 New
LGG
671
Luts & Greenleigh Group
Maryland
$7.47M +$7.47M +16,370 New
PIM
672
Penobscot Investment Management
Massachusetts
$7.47M -$388K -849 -5%
ETC
673
Exchange Traded Concepts
Oklahoma
$7.42M -$4.25M -9,309 -36%
EWM
674
Empirical Wealth Management
Washington
$7.4M +$73K +160 +1%
SI
675
Stephens Inc
Arkansas
$7.38M -$115K -251 -2%