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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 %
PBC
901
Pavion Blue Capital
California
$4.46M -$3.31K -7 -0.1%
SLI
902
Sumitomo Life Insurance
Japan
$4.45M -$231K -490 -5%
SWIG
903
Strategic Wealth Investment Group
Kentucky
$4.43M +$103K +218 +2%
1WA
904
180 Wealth Advisors
Washington
$4.43M -$19.4K -41 -0.4%
BFO
905
Boston Family Office
Massachusetts
$4.42M +$88.3K +187 +2%
LSA
906
L & S Advisors
California
$4.42M -$1.96M -4,140 -31%
HCM
907
Howland Capital Management
Massachusetts
$4.41M +$1.02M +2,159 +30%
ESBC
908
E.S. Barr & Co
Kentucky
$4.36M -$25K -53 -0.6%
DACS
909
Dymon Asia Capital (Singapore)
Singapore
$4.35M +$4.35M +9,203 New
CCM
910
Consolidated Capital Management
California
$4.33M +$1.44M +3,041 +50%
CWM
911
Chronos Wealth Management
Florida
$4.33M -$244K -516 -5%
RDWM
912
Red Door Wealth Management
Tennessee
$4.33M +$108K +228 +3%
WAC
913
William Allan Corp
Colorado
$4.3M -$54.8K -116 -1%
FIB
914
First Interstate Bank
Montana
$4.3M +$217K +460 +5%
PWM
915
Perigon Wealth Management
California
$4.29M +$152K +321 +4%
AAM
916
Auxier Asset Management
Oregon
$4.29M -$12.8K -27 -0.3%
ACM
917
Ayrshire Capital Management
Connecticut
$4.28M +$98.7K +209 +2%
GCM
918
Geneva Capital Management
Wisconsin
$4.28M -$1.42K -3 -0%
YIH
919
Y-Intercept (HK)
Hong Kong
$4.28M +$4.28M +9,061 New
HSA
920
HBK Sorce Advisory
Pennsylvania
$4.27M +$1.31M +2,775 +44%
OIA
921
Optimum Investment Advisors
Illinois
$4.27M -$168K -355 -4%
TCM
922
Twin Capital Management
Pennsylvania
$4.27M -$8.97K -19 -0.2%
FG
923
Fiduciary Group
Georgia
$4.27M +$292K +570 +7%
OHWP
924
Oak Harbor Wealth Partners
North Carolina
$4.26M +$472 +1 +0%
CG
925
Caprock Group
Idaho
$4.26M +$64.2K +136 +2%