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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 %
AF
726
Allworth Financial
California
$6.52M +$310K +678 +5%
JAFL
727
Jay A. Fishman Ltd
Michigan
$6.5M +$457K +1,000 +8%
GFA
728
Gifford Fong Associates
California
$6.48M
CCM
729
Conway Capital Management
California
$6.46M -$755K -1,655 -10%
BCI
730
Brinker Capital Investments
Pennsylvania
$6.46M -$220K -483 -3%
PWM
731
Purus Wealth Management
California
$6.45M -$136K -298 -2%
MWM
732
Marietta Wealth Management
Georgia
$6.43M +$110K +241 +2%
RMAM
733
Raab & Moskowitz Asset Management
New Jersey
$6.41M +$343K +752 +6%
IAM
734
Innovis Asset Management
Illinois
$6.4M +$6.4M +14,020 New
CIA
735
Covington Investment Advisors
Pennsylvania
$6.39M +$290K +635 +5%
NEI
736
Northwest & Ethical Investments
Ontario, Canada
$6.38M +$1.53M +3,362 +32%
NMIMC
737
Northwestern Mutual Investment Management Company
Wisconsin
$6.33M -$1.18M -2,581 -16%
PA
738
Perennial Advisors
New York
$6.32M -$345K -755 -5%
BL
739
BFSG LLC
California
$6.31M +$742K +1,625 +13%
ELI
740
Empire Life Investments
Ontario, Canada
$6.31M -$97.2K -213 -2%
GVAG
741
Great Valley Advisor Group
Delaware
$6.3M +$27.4K +60 +0.4%
KC
742
Kingfisher Capital
North Carolina
$6.3M +$220K +481 +4%
GT
743
Greenleaf Trust
Michigan
$6.29M +$37K +81 +0.6%
MFG
744
Merit Financial Group
Georgia
$6.29M +$1.49M +3,272 +31%
BEAM
745
Baker Ellis Asset Management
Washington
$6.28M +$173K +379 +3%
JWBC
746
J.W. Burns & Co
New York
$6.28M +$2.28K +5 +0%
CIA
747
Capital Investment Advisors
Georgia
$6.28M +$115K +252 +2%
TWM
748
TLW Wealth Management
Florida
$6.24M +$1.03M +2,247 +20%
GW
749
GW & Wade
Massachusetts
$6.23M +$578K +1,266 +10%
SH
750
SeaTown Holdings
Singapore
$6.21M -$1.83M -4,000 -23%