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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 %
BWM
876
Buckley Wealth Management
Nevada
$4.81M -$547K -1,158 -10%
WEG
877
World Equity Group
Illinois
$4.8M +$66.1K +140 +1%
FHB
878
First Hawaiian Bank
Hawaii
$4.77M +$1.12M +2,374 +31%
4WM
879
44 Wealth Management
Oregon
$4.76M +$9.92K +21 +0.2%
PWS
880
Peterson Wealth Services
Utah
$4.76M +$67.1K +142 +1%
LSA
881
Lion Street Advisors
Texas
$4.75M +$245K +520 +5%
AMI
882
Amica Mutual Insurance
Rhode Island
$4.75M -$1.74M -3,686 -27%
ASGS
883
Alpha Square Group S
New York
$4.72M
BOS
884
Bank of Stockton
California
$4.67M +$18.4K +39 +0.4%
AC
885
Arjuna Capital
North Carolina
$4.65M -$36.8K -78 -0.8%
WCA
886
Westover Capital Advisors
Delaware
$4.63M -$320K -678 -6%
HDIM
887
Hanson & Doremus Investment Management
Vermont
$4.63M +$178K +377 +4%
RWM
888
Ritholtz Wealth Management
New York
$4.63M +$2.37M +5,020 +105%
BCM
889
BTR Capital Management
California
$4.62M +$98.2K +208 +2%
SAM
890
Stewart Asset Management
New York
$4.61M +$822K +1,740 +22%
CT
891
Colonial Trust
South Carolina
$4.61M +$4.61M +9,750 New
IFA
892
Index Fund Advisors
California
$4.6M +$7.56K +16 +0.2%
MLL
893
Moody Lynn & Lieberson
Massachusetts
$4.59M +$2.71M +5,731 +144%
RIM
894
Redpoint Investment Management
Australia
$4.57M -$753K -1,594 -14%
DI
895
DFPG Investments
Utah
$4.54M +$749K +1,566 +20%
TFS
896
Thoroughbred Financial Services
Tennessee
$4.51M +$26K +55 +0.6%
BWL
897
Bogart Wealth LLC
Virginia
$4.5M +$474K +1,003 +12%
SIC
898
SFE Investment Counsel
California
$4.48M -$247K -522 -5%
EP
899
Edgestream Partners
New Jersey
$4.47M +$2.55M +5,398 +133%
MC
900
Moors & Cabot
Massachusetts
$4.47M +$332K +703 +8%