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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 %
VVP
826
Venture Visionary Partners
Ohio
$5.23M +$35.9K +76 +0.7%
SIAP
827
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.21M -$43K -91 -0.8%
KAM
828
Karani Asset Management
New York
$5.21M -$503K -1,064 -9%
BFPW
829
BOK Financial Private Wealth
Colorado
$5.2M -$36.8K -78 -0.7%
CWA
830
Clarity Wealth Advisors
California
$5.2M -$157K -333 -3%
JG
831
Jefferies Group
New York
$5.18M +$5.18M +10,961 New
CCP
832
Corient Capital Partners
California
$5.18M
KWMG
833
King Wealth Management Group
Florida
$5.17M +$162K +344 +3%
SW
834
SlateStone Wealth
Florida
$5.16M +$173K +366 +3%
Nomura Holdings
835
Nomura Holdings
Japan
$5.15M -$8.83M -18,160 -63%
BS
836
Boenning & Scattergood
Pennsylvania
$5.12M +$181K +384 +4%
S
837
SignatureFD
Georgia
$5.12M +$316K +670 +7%
EF
838
Empirical Finance
Pennsylvania
$5.11M +$844K +1,788 +20%
NCM
839
New Capital Management
Texas
$5.11M
Verition Fund Management
840
Verition Fund Management
Connecticut
$5.11M +$4.46M +9,440 +682%
MWM
841
Meridian Wealth Management
Kentucky
$5.11M -$2.27M -4,806 -31%
DBT
842
Dubuque Bank & Trust
Iowa
$5.11M -$296K -627 -5%
IWC
843
Integrated Wealth Concepts
Massachusetts
$5.08M +$362K +766 +8%
BL
844
Balentine LLC
Georgia
$5.04M -$3.9M -8,254 -44%
TYCC
845
Texas Yale Capital Corp
Florida
$5.04M +$34K +72 +0.7%
Jones Financial Companies
846
Jones Financial Companies
Missouri
$5.02M -$592K -1,253 -11%
WR
847
WD Rutherford
Oregon
$5.01M -$153K -325 -3%
NEI
848
Northwest & Ethical Investments
Ontario, Canada
$5.01M +$5.01M +10,610 New
BAM
849
Bell Asset Management
Australia
$5.01M -$60K -127 -1%
BCA
850
Bray Capital Advisors
Florida
$4.99M +$4.25K +9 +0.1%