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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 %
TFS
901
Thoroughbred Financial Services
Tennessee
$5.07M +$2.14M +3,717 +73%
CHJWM
902
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.06M +$40.8K +68 +0.8%
AF
903
Arrow Financial
New York
$5.05M -$208K -362 -4%
IFWM
904
Institute for Wealth Management
Colorado
$5.05M +$15.5K +27 +0.3%
CIG
905
Cairn Investment Group
Washington
$5.04M +$89.4K +132 +2%
ST
906
Somerset Trust
Pennsylvania
$5.04M -$105K -182 -2%
TCOO
907
Trust Company of Oklahoma
Oklahoma
$5.03M -$334K -580 -6%
EFI
908
EHP Funds Inc
Canada
$5.01M +$5.01M +8,700 New
MF
909
Manchester Financial
California
$5.01M +$164K +285 +3%
HCM
910
Hollencrest Capital Management
California
$4.99M +$277K +481 +6%
HWA
911
HCR Wealth Advisors
California
$4.98M -$354K -615 -7%
PWM
912
Perigon Wealth Management
California
$4.98M +$340K +590 +7%
CT
913
Clearstead Trust
Maine
$4.98M +$104K +181 +2%
HCA
914
Harbour Capital Advisors
Virginia
$4.97M -$255K -442 -5%
BSA
915
Bull Street Advisors
Georgia
$4.96M +$4.03K +7 +0.1%
DAM
916
Diamant Asset Management
Connecticut
$4.94M
EF
917
Empirical Finance
Pennsylvania
$4.93M +$537K +932 +12%
GIA
918
Gladstone Institutional Advisory
Florida
$4.92M -$1.42M -2,458 -22%
MC
919
Maverick Capital
Texas
$4.9M +$4.9M +8,501 New
Fidelity International
920
Fidelity International
Bermuda
$4.89M +$1.14M +1,976 +30%
DWT
921
Dorsey & Whitney Trust
South Dakota
$4.89M +$891K +1,547 +22%
OCM
922
Orser Capital Management
Texas
$4.88M -$297K -515 -6%
CSPIA
923
Cary Street Partners Investment Advisory
Virginia
$4.87M -$50.1K -87 -1%
MWA
924
Meridian Wealth Advisors
Texas
$4.84M +$641K +1,114 +15%
NEI
925
Northwest & Ethical Investments
Ontario, Canada
$4.84M -$3.4M -5,909 -41%