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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 %
PFS
701
Prospera Financial Services
Texas
$8.64M +$2.79M +4,862 +48%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$8.61M +$1.47M +2,557 +21%
BFG
703
Berger Financial Group
Minnesota
$8.6M -$892K -1,549 -9%
LMKC
704
L.M. Kohn & Company
Ohio
$8.59M +$8.59M +14,913 New
SC
705
Slow Capital
California
$8.56M -$1.93M -3,344 -18%
WDA
706
Wendell David Associates
New Hampshire
$8.46M +$37.4K +65 +0.4%
CSS
707
Cubist Systematic Strategies
Connecticut
$8.46M -$4.3M -7,471 -34%
UF
708
Univest Financial
Pennsylvania
$8.42M -$2.48M -4,298 -23%
CPA
709
Capital Planning Advisors
California
$8.41M +$8.06K +14 +0.1%
EWM
710
Empirical Wealth Management
Washington
$8.4M +$369K +640 +5%
CCM
711
Carderock Capital Management
Maryland
$8.36M -$1.5M -2,604 -15%
FFWA
712
FRG Family Wealth Advisors
Washington
$8.33M +$576 +1 +0%
PA
713
Perennial Advisors
New York
$8.3M +$207K +359 +3%
RC
714
Roundview Capital
New Jersey
$8.29M +$239K +415 +3%
VCA
715
Verdence Capital Advisors
Maryland
$8.29M -$16.1K -28 -0.2%
AIP
716
Alapocas Investment Partners
Massachusetts
$8.25M -$2.24M -3,882 -21%
HZ
717
Hixon Zuercher
Ohio
$8.25M -$54.1K -94 -0.7%
KJWM
718
Kiley Juergens Wealth Management
Washington
$8.2M -$8.86M -15,379 -52%
CCC
719
Chelsea Counsel Company
California
$8.19M -$991K -1,721 -11%
GFA
720
Gifford Fong Associates
California
$8.18M
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$8.17M +$122K +212 +2%
ATPW
722
Ashton Thomas Private Wealth
Arizona
$8.11M +$1.48M +2,566 +22%
MWM
723
Marietta Wealth Management
Georgia
$8.11M -$111K -192 -1%
PWM
724
Purus Wealth Management
California
$8.09M -$156K -271 -2%
RMC
725
Resources Management Corp
Connecticut
$8.03M +$31.1K +54 +0.4%