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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 %
OPCM
776
Osborne Partners Capital Management
California
$5.7M -$6.39K -14 -0.1%
BCM
777
Brookstone Capital Management
Illinois
$5.69M -$88.8K -184 -2%
NCM
778
Nelson Capital Management
California
$5.69M +$75.8K +166 +1%
RSVP
779
Ramsay Stattman Vela & Price
Colorado
$5.65M +$3.23M +7,075 +133%
SWM
780
SeaCrest Wealth Management
New York
$5.64M -$14.6K -32 -0.3%
CCB
781
Country Club Bank
Missouri
$5.62M +$48.4K +106 +0.9%
IIM
782
Intact Investment Management
Quebec, Canada
$5.61M +$5.61M +12,300 New
AMM
783
American Money Management
California
$5.61M -$10K -22 -0.2%
DAS
784
Dynamic Advisor Solutions
Arizona
$5.6M +$107K +235 +2%
B
785
Bensler
Washington
$5.59M +$269K +589 +5%
CCM
786
Carderock Capital Management
Maryland
$5.55M -$77.6K -170 -1%
HDIM
787
Hanson & Doremus Investment Management
Vermont
$5.54M +$1.06M +2,331 +24%
SIMM
788
Stillwater Investment Management (Minnesota)
Minnesota
$5.53M +$456 +1 +0%
TCA
789
Trifecta Capital Advisors
Illinois
$5.52M +$5.52M +12,083 New
TTWM
790
TCV Trust & Wealth Management
Virginia
$5.5M +$5.22M +11,437 +1,854%
ATPW
791
Ashton Thomas Private Wealth
Arizona
$5.49M -$386K -845 -7%
SW
792
SlateStone Wealth
Florida
$5.43M +$449K +984 +9%
ST
793
Spinnaker Trust
Maine
$5.39M +$107K +235 +2%
EF
794
Empirical Finance
Pennsylvania
$5.38M +$432K +946 +9%
BA
795
Baugh & Associates
Georgia
$5.37M +$73.5K +161 +1%
GI
796
GAMCO Investors
Connecticut
$5.37M -$242K -530 -4%
WB
797
WesBanco Bank
West Virginia
$5.35M +$623K +1,365 +13%
MWM
798
Moran Wealth Management
Florida
$5.34M +$5.34M +11,693 New
UF
799
Univest Financial
Pennsylvania
$5.33M -$304K -666 -5%
FTDI
800
First Trust Direct Indexing
Massachusetts
$5.33M -$311K -682 -6%