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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 %
RMCM
826
Reynders McVeigh Capital Management
Massachusetts
$5.07M +$8.67K +19 +0.2%
VHAM
827
Van Hulzen Asset Management
California
$5.07M -$89K -195 -2%
FPFS
828
First Personal Financial Services
North Carolina
$5.06M -$41.1K -90 -0.8%
KC
829
Knuff & Co
California
$5.06M -$6.85K -15 -0.1%
IWC
830
Integrated Wealth Concepts
Massachusetts
$5.05M +$135K +295 +3%
KWMG
831
King Wealth Management Group
Florida
$5.04M +$45.6K +100 +0.9%
VVP
832
Venture Visionary Partners
Ohio
$5.04M -$12.8K -28 -0.3%
FAIM
833
Financial Advocates Investment Management
Washington
$5.03M +$330K +724 +7%
AG
834
Ascent Group
Virginia
$5.02M -$122K -268 -2%
BCV
835
Banque Cantonale Vaudoise
Switzerland
$5.01M -$863K -1,891 -15%
CWA
836
Clarity Wealth Advisors
California
$5M -$24.7K -54 -0.5%
SFI
837
Siemens Fonds Invest
Germany
$4.98M +$167K +366 +3%
MA
838
Mutual Advisors
Nebraska
$4.96M +$960K +2,102 +24%
LSA
839
L & S Advisors
California
$4.95M +$678K +1,486 +16%
NCM
840
New Capital Management
Texas
$4.94M
CCFCSB
841
Cape Cod Five Cents Savings Bank
Massachusetts
$4.93M -$220K -482 -4%
BFPW
842
BOK Financial Private Wealth
Colorado
$4.93M -$98.6K -216 -2%
Wealth Enhancement Advisory Services
843
Wealth Enhancement Advisory Services
Minnesota
$4.92M -$2.85M -5,662 -37%
AFA
844
Arlington Financial Advisors
California
$4.9M -$236K -518 -5%
TCM
845
Twin Capital Management
Pennsylvania
$4.9M +$770K +1,686 +19%
TYCC
846
Texas Yale Capital Corp
Florida
$4.87M
CI
847
Carroll Investors
South Carolina
$4.87M -$1.52M -3,322 -24%
ACA
848
Aptus Capital Advisors
Alabama
$4.87M +$184K +403 +4%
NF
849
Nikulski Financial
Iowa
$4.84M +$118K +258 +2%
BAM
850
Belpointe Asset Management
Nevada
$4.83M -$1.44M -3,165 -23%