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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
851
Peterson Wealth Services
Utah
$5.8M +$343K +596 +6%
4WM
852
44 Wealth Management
Oregon
$5.8M +$3.46K +6 +0.1%
BS
853
Boenning & Scattergood
Pennsylvania
$5.8M +$165K +287 +3%
P
854
Pitcairn
Pennsylvania
$5.79M -$286K -497 -5%
SW
855
SlateStone Wealth
Florida
$5.79M +$39.2K +68 +0.7%
IWC
856
Integrated Wealth Concepts
Massachusetts
$5.78M -$1.04M -1,809 -15%
BOS
857
Bank of Stockton
California
$5.78M -$63.3K -110 -1%
LCH
858
Lee Capital Holdings
New York
$5.76M
NF
859
Nikulski Financial
Iowa
$5.75M +$116K +201 +2%
WEG
860
World Equity Group
Illinois
$5.74M +$5.74M +9,960 New
SIC
861
SFE Investment Counsel
California
$5.72M -$416K -723 -7%
BCM
862
BTR Capital Management
California
$5.71M -$300K -521 -5%
PBF
863
Petix & Botte Financial
California
$5.7M +$2.85M +4,949 +100%
CWM
864
Chronos Wealth Management
Florida
$5.68M +$81.8K +142 +1%
GVAG
865
Great Valley Advisor Group
Delaware
$5.67M +$200K +348 +4%
SIA
866
Schechter Investment Advisors
Michigan
$5.64M -$218K -378 -4%
PC
867
Pecaut & Co
Iowa
$5.62M +$28.8K +50 +0.5%
SLI
868
Sumitomo Life Insurance
Japan
$5.6M -$75.4K -131 -1%
IFA
869
Index Fund Advisors
California
$5.59M +$1.25M +2,162 +29%
TWM
870
TLW Wealth Management
Florida
$5.56M +$5.56M +9,652 New
BCM
871
Bancreek Capital Management
California
$5.51M +$1.97M +3,413 +55%
PBC
872
Pavion Blue Capital
California
$5.45M -$70.8K -123 -1%
AC
873
Arjuna Capital
North Carolina
$5.42M +$307K +533 +6%
CCP
874
Corient Capital Partners
California
$5.38M +$1.32M +2,291 +32%
HR
875
Howe & Rusling
New York
$5.36M -$25.9K -45 -0.5%