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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 %
EP
851
Edgestream Partners
New Jersey
$4.82M +$501K +1,097 +12%
BIM
852
Baldwin Investment Management
Pennsylvania
$4.81M +$84.4K +185 +2%
CCC
853
Chelsea Counsel Company
California
$4.8M -$902K -1,975 -16%
WR
854
WD Rutherford
Oregon
$4.78M -$80K -175 -2%
WCM
855
Weik Capital Management
Pennsylvania
$4.74M +$2.28K +5 +0%
BWL
856
Bogart Wealth LLC
Virginia
$4.72M +$373K +818 +9%
CK
857
Cohen Klingenstein
New York
$4.7M
SC
858
Sepio Capital
Utah
$4.7M +$913 +2 +0%
PWM
859
Perigon Wealth Management
California
$4.7M +$551K +1,208 +13%
LSA
860
Lion Street Advisors
Texas
$4.7M -$256K -520 -5%
Jones Financial Companies
861
Jones Financial Companies
Missouri
$4.7M -$156K -342 -3%
PTC
862
Private Trust Company
Ohio
$4.68M -$118K -258 -2%
S
863
SignatureFD
Georgia
$4.68M -$269K -590 -5%
NIG
864
NFJ Investment Group
Texas
$4.67M
CAM
865
Cypress Asset Management
Texas
$4.66M +$871K +1,901 +23%
BMO
866
Beck Mack & Oliver
New York
$4.66M -$91.3K -200 -2%
CGL
867
Clarius Group LLC
Washington
$4.66M -$800K -1,753 -15%
AAF
868
Andra AP-fonden
Sweden
$4.66M +$730K +1,600 +19%
1WA
869
180 Wealth Advisors
Washington
$4.65M -$18.9K -38 -0.4%
PWS
870
Peterson Wealth Services
Utah
$4.64M +$41.5K +91 +0.9%
MBT
871
Montecito Bank & Trust
California
$4.63M -$142K -312 -3%
PC
872
Pecaut & Co
Iowa
$4.63M -$40.6K -89 -0.9%
BWM
873
Buckley Wealth Management
Nevada
$4.62M -$22.8K -50 -0.5%
WEG
874
World Equity Group
Illinois
$4.62M -$21K -46 -0.5%
P
875
Pitcairn
Pennsylvania
$4.62M -$61.2K -134 -1%