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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 %
JWM
801
Jackson Wealth Management
Florida
$5.31M -$877K -1,921 -14%
MGP
802
Metis Global Partners
California
$5.3M +$2.3M +5,048 +77%
WPP
803
Whalerock Point Partners
Rhode Island
$5.27M -$86.3K -189 -2%
ANHIM
804
Alan N. Hoffman Investment Management
Massachusetts
$5.24M -$9.13K -20 -0.2%
AGA
805
Accuvest Global Advisors
Utah
$5.23M +$2.47M +5,412 +89%
BSW
806
Buckingham Strategic Wealth
Missouri
$5.23M +$103K +225 +2%
MAM
807
Meeder Asset Management
Ohio
$5.2M -$13.1M -28,687 -72%
NG
808
NatWest Group
United Kingdom
$5.2M -$144K -315 -3%
MA
809
McBroom & Associates
Nevada
$5.2M -$13.7K -30 -0.3%
GAB
810
German American Bancorp
Indiana
$5.2M -$81.3K -178 -2%
AT
811
American Trust
Kentucky
$5.19M +$121K +265 +2%
KAM
812
Knightsbridge Asset Management
California
$5.16M -$6.85K -15 -0.1%
GRP
813
Global Retirement Partners
California
$5.14M -$4.11K -9 -0.1%
FC
814
FORA Capital
Florida
$5.13M +$2.23M +4,879 +77%
MWM
815
Meridian Wealth Management
Kentucky
$5.13M +$196K +429 +4%
LT
816
Legacy Trust
Michigan
$5.13M +$5.13M +11,235 New
O
817
Ossiam
France
$5.12M -$12.9M -28,149 -72%
VFA
818
Valeo Financial Advisors
Indiana
$5.11M +$2.96M +6,478 +138%
MVA
819
Mount Vernon Associates
Maryland
$5.1M -$47.9K -105 -0.9%
GP
820
Greenline Partners
New York
$5.1M -$2.52M -5,515 -33%
CCG
821
Cypress Capital Group
Florida
$5.09M -$20.1K -44 -0.4%
SCM
822
Sitrin Capital Management
California
$5.09M -$235K -515 -4%
SWIG
823
Strategic Wealth Investment Group
Kentucky
$5.09M +$586K +1,223 +13%
SIAP
824
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.07M +$32.4K +71 +0.6%
BFC
825
Blue Fin Capital
Rhode Island
$5.07M -$86.3K -189 -2%