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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 %
TCOO
901
Trust Company of Oklahoma
Oklahoma
$4.34M +$469K +1,027 +12%
SB
902
Simmons Bank
Arkansas
$4.32M +$282K +617 +7%
PBC
903
Pavion Blue Capital
California
$4.31M -$457 -1 -0%
NSIM
904
North Star Investment Management
Illinois
$4.3M -$485K -1,063 -10%
MWA
905
Meridian Wealth Advisors
Texas
$4.3M +$310K +679 +8%
FWC
906
First Washington Corp
Washington
$4.3M +$812K +1,780 +23%
BOS
907
Bank of Stockton
California
$4.27M -$246K -539 -5%
SLI
908
Sumitomo Life Insurance
Japan
$4.26M -$35.6K -78 -0.8%
GWM
909
Geneos Wealth Management
Colorado
$4.22M +$451K +989 +12%
NFG
910
Nations Financial Group
Iowa
$4.22M +$1.18M +2,576 +39%
CCM
911
Consolidated Capital Management
California
$4.22M +$37K +81 +0.9%
ACM
912
Ayrshire Capital Management
Connecticut
$4.21M +$70.8K +155 +2%
FFN
913
Focus Financial Network
Minnesota
$4.2M +$203K +445 +5%
AWM
914
Angeles Wealth Management
California
$4.19M -$507K -1,111 -11%
HWM
915
HB Wealth Management
Georgia
$4.19M +$381K +834 +10%
ESBC
916
E.S. Barr & Co
Kentucky
$4.18M -$32K -70 -0.8%
SW
917
SteelPeak Wealth
California
$4.18M -$1.65M -3,613 -28%
WAC
918
William Allan Corp
Colorado
$4.16M +$5.93K +13 +0.1%
CWM
919
Chronos Wealth Management
Florida
$4.16M -$21K -46 -0.5%
AWM
920
Axxcess Wealth Management
California
$4.15M +$781K +1,710 +23%
OHWP
921
Oak Harbor Wealth Partners
North Carolina
$4.15M +$23.3K +51 +0.6%
AAM
922
Auxier Asset Management
Oregon
$4.12M -$22.8K -50 -0.6%
FIB
923
First Interstate Bank
Montana
$4.09M -$64.4K -141 -2%
CC
924
Courier Capital
New York
$4.09M -$16.9K -37 -0.4%
CHJWM
925
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.08M -$43.3K -86 -1%