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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 %
DWM
676
Dakota Wealth Management
Florida
$9.34M +$3.98M +6,915 +74%
PFO
677
Pathstone Family Office
New Jersey
$9.29M +$79.4K +117 +0.9%
V
678
Veritable
Delaware
$9.27M +$157K +272 +2%
RI
679
Redwood Investments
Massachusetts
$9.26M -$31.7K -55 -0.3%
KTM
680
Keeler Thomas Management
Utah
$9.25M +$471K +818 +5%
HIMC
681
Heritage Investors Management Corp
Maryland
$9.21M +$3.25M +5,651 +55%
KA
682
Kercheville Advisors
Texas
$9.2M -$111K -192 -1%
ETC
683
Exchange Traded Concepts
Oklahoma
$9.18M -$538K -934 -6%
MAM
684
Meeder Asset Management
Ohio
$9.14M +$3.35M +5,815 +58%
BIM
685
Bridges Investment Management
Nebraska
$9.12M +$30.5K +53 +0.3%
MCM
686
Mattern Capital Management
Colorado
$9.04M +$43.8K +76 +0.5%
AWM
687
Apollon Wealth Management
South Carolina
$9.02M +$102K +177 +1%
RWM
688
RKL Wealth Management
Pennsylvania
$8.99M +$56.4K +98 +0.6%
HFM
689
Hartford Financial Management
Connecticut
$8.99M -$62.8K -109 -0.7%
SIC
690
Sigma Investment Counselors
Michigan
$8.95M -$19.6K -34 -0.2%
SC
691
Sepio Capital
Utah
$8.86M -$258K -448 -3%
WB
692
Webster Bank
Connecticut
$8.81M -$187K -325 -2%
PTC
693
Private Trust Company
Ohio
$8.76M +$21.3K +37 +0.2%
CA
694
Cullinan Associates
Kentucky
$8.71M -$493K -857 -5%
TF
695
Tompkins Financial
New York
$8.69M +$234K +407 +3%
HC
696
Hendley & Co
Ohio
$8.67M -$12.7K -22 -0.1%
Capstone Investment Advisors
697
Capstone Investment Advisors
New York
$8.67M +$2.93M +5,093 +51%
CA
698
CapWealth Advisors
Tennessee
$8.66M +$24.2K +42 +0.3%
WC
699
Whitney & Co
New York
$8.65M -$1.73M -2,998 -17%
RCM
700
Regency Capital Management
Hawaii
$8.64M -$1.87M -3,243 -18%