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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 %
SIC
876
SFE Investment Counsel
California
$4.62M +$161K +343 +4%
4WM
877
44 Wealth Management
Oregon
$4.61M +$7.3K +16 +0.2%
CGIM
878
Capital Group Investment Management
Singapore
$4.6M +$4.6M +10,076 New
OIA
879
OneDigital Investment Advisors
Kansas
$4.6M +$763K +1,671 +20%
BFG
880
Bleakley Financial Group
New Jersey
$4.59M +$4.59M +10,052 New
HC
881
Hendley & Co
Ohio
$4.58M -$2.04M -4,476 -31%
ASGS
882
Alpha Square Group S
New York
$4.57M
BFO
883
Boston Family Office
Massachusetts
$4.56M +$287K +629 +7%
AMI
884
Amica Mutual Insurance
Rhode Island
$4.56M -$36.1K -79 -0.8%
DBT
885
Dubuque Bank & Trust
Iowa
$4.55M -$385K -843 -8%
BCA
886
Bray Capital Advisors
Florida
$4.54M -$277K -607 -6%
CT
887
Colonial Trust
South Carolina
$4.53M +$80.3K +176 +2%
TPM
888
Triasima Portfolio Management
Quebec, Canada
$4.53M -$827K -1,812 -15%
OCM
889
One Capital Management
California
$4.51M -$891K -1,952 -16%
HCM
890
Howland Capital Management
Massachusetts
$4.48M +$215K +471 +5%
HIC
891
Hartline Investment Corp
Illinois
$4.47M +$4.47M +9,793 New
TFS
892
Thoroughbred Financial Services
Tennessee
$4.46M +$95.9K +210 +2%
AC
893
Arjuna Capital
North Carolina
$4.45M -$42K -92 -0.9%
RP
894
Rice Partnership
Hawaii
$4.42M +$1.99M +4,365 +82%
CC
895
Cipher Capital
New York
$4.39M +$4.39M +9,626 New
RDWM
896
Red Door Wealth Management
Tennessee
$4.39M +$211K +462 +5%
Tudor Investment Corp
897
Tudor Investment Corp
Connecticut
$4.37M +$4.12M +9,033 +1,688%
MC
898
Moors & Cabot
Massachusetts
$4.36M +$40.2K +88 +0.9%
GGHC
899
Gilder Gagnon Howe & Co
New York
$4.35M -$423K -927 -9%
RI
900
Rinkey Investments
California
$4.35M +$13.7K +30 +0.3%