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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 %
Capstone Investment Advisors
701
Capstone Investment Advisors
New York
$6.96M +$901K +1,974 +15%
RWM
702
RKL Wealth Management
Pennsylvania
$6.95M -$41.1K -90 -0.6%
ORI
703
Oak Ridge Investments
Illinois
$6.94M -$130K -285 -2%
WC
704
Whitney & Co
New York
$6.88M +$42.9K +94 +0.6%
WDA
705
Wendell David Associates
New Hampshire
$6.86M +$99.1K +217 +1%
CPA
706
Capital Planning Advisors
California
$6.85M +$429K +939 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
707
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.85M -$3.93M -8,600 -36%
GAM
708
Gotham Asset Management
New York
$6.85M +$1.24M +2,708 +22%
CAM
709
Cresset Asset Management
Illinois
$6.8M +$248K +756 +4%
RC
710
Roundview Capital
New Jersey
$6.78M +$175K +383 +3%
Pacer Advisors
711
Pacer Advisors
Pennsylvania
$6.78M -$1.44M -3,162 -18%
LMKC
712
L.M. Kohn & Company
Ohio
$6.77M -$21.9K -48 -0.3%
IAN
713
Integrated Advisors Network
Texas
$6.76M +$287K +628 +4%
HFM
714
Hartford Financial Management
Connecticut
$6.75M -$120K -262 -2%
BS
715
Banco Santander
Spain
$6.73M +$1.27M +2,782 +23%
AIP
716
Alapocas Investment Partners
Massachusetts
$6.73M +$13.7K +30 +0.2%
WB
717
Webster Bank
Connecticut
$6.71M -$142K -310 -2%
SC
718
Slow Capital
California
$6.69M -$56.1K -123 -0.8%
TF
719
Talbot Financial
Washington
$6.64M +$6.64M +14,555 New
RI
720
Redwood Investments
Massachusetts
$6.62M +$7.76K +17 +0.1%
AA
721
ALPS Advisors
Colorado
$6.62M -$477K -1,046 -7%
TF
722
Tompkins Financial
New York
$6.61M -$72.1K -158 -1%
VCA
723
Verdence Capital Advisors
Maryland
$6.55M -$55.2K -121 -0.8%
FFWA
724
FRG Family Wealth Advisors
Washington
$6.54M -$112K -245 -2%
GJIC
725
Gamble Jones Investment Counsel
California
$6.53M -$5.93K -13 -0.1%