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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
776
Tidal Investments
Wisconsin
$5.87M +$181K +384 +3%
CCB
777
Country Club Bank
Missouri
$5.85M +$127K +266 +2%
SWM
778
SeaCrest Wealth Management
New York
$5.85M +$626K +1,325 +12%
MA
779
Montag & Associates
Georgia
$5.85M -$239K -506 -4%
GW
780
GW & Wade
Massachusetts
$5.85M +$60K +127 +1%
HWM
781
Horizon Wealth Management
Illinois
$5.84M +$5.84M +12,362 New
FTDI
782
First Trust Direct Indexing
Massachusetts
$5.83M -$32.6K -69 -0.6%
UF
783
Univest Financial
Pennsylvania
$5.83M -$989K -2,093 -14%
CCM
784
Carderock Capital Management
Maryland
$5.83M -$785K -1,662 -12%
AMM
785
American Money Management
California
$5.81M -$316K -670 -5%
NCM
786
Nelson Capital Management
California
$5.81M -$126K -267 -2%
GAM
787
Gotham Asset Management
New York
$5.8M -$664K -1,406 -10%
GI
788
GAMCO Investors
Connecticut
$5.8M +$2.35M +4,980 +68%
CBUSF
789
Construction & Building Unions Superannuation Fund
Australia
$5.8M +$5.8M +12,286 New
BL
790
BFSG LLC
California
$5.76M -$816K -1,727 -12%
SIMM
791
Stillwater Investment Management (Minnesota)
Minnesota
$5.72M -$55.7K -118 -1%
DAS
792
Dynamic Advisor Solutions
Arizona
$5.69M +$212K +450 +4%
OBGC
793
O'Brien Greene & Co
Pennsylvania
$5.67M +$3.83M +8,104 +208%
GRP
794
Global Retirement Partners
California
$5.66M +$218K +434 +4%
AG
795
Ascent Group
Virginia
$5.65M +$240K +478 +4%
SEEDPG
796
S.E.E.D. Planning Group
New York
$5.65M -$332K -702 -6%
CGL
797
Clarius Group LLC
Washington
$5.65M +$36.8K +78 +0.7%
BS
798
Banco Santander
Spain
$5.65M -$535K -1,132 -9%
OCM
799
One Capital Management
California
$5.59M -$345K -730 -6%
BCM
800
Brookstone Capital Management
Illinois
$5.59M +$198K +424 +4%