COST icon

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 %
GAM
926
Griffin Asset Management
New York
$4.06M -$18.3K -40 -0.4%
MCC
927
Money Concepts Capital
Florida
$4.06M +$762K +1,670 +23%
LPT
928
Legacy Private Trust
Wisconsin
$4.05M +$717K +1,571 +22%
CT
929
Clearstead Trust
Maine
$4.04M +$23.3K +51 +0.6%
PCA
930
Pallas Capital Advisors
Massachusetts
$4.04M -$72K -150 -2%
MCM
931
Mitchell Capital Management
Kansas
$4.02M +$457 +1 +0%
BCM
932
Bancreek Capital Management
California
$4.02M +$430K +943 +12%
IFWM
933
Institute for Wealth Management
Colorado
$4M -$27.8K -61 -0.7%
TA
934
TFG Advisers
Michigan
$4M +$136K +298 +4%
HR
935
Howe & Rusling
New York
$4M -$686K -1,503 -15%
CT
936
Coastline Trust
Rhode Island
$3.99M +$477K +1,044 +14%
SIA
937
Schechter Investment Advisors
Michigan
$3.97M +$75.8K +166 +2%
ZCI
938
Zevenbergen Capital Investments
Washington
$3.97M -$1.17M -2,560 -23%
BSA
939
Bull Street Advisors
Georgia
$3.95M +$12.8K +28 +0.3%
SGI
940
Summit Global Investments
Utah
$3.94M +$326K +713 +9%
MNBTD
941
Moody National Bank Trust Division
Texas
$3.94M +$158K +346 +4%
AAMU
942
AEGON Asset Management (UK)
United Kingdom
$3.93M +$843K +1,846 +27%
BG
943
Bahl & Gaynor
Ohio
$3.92M -$876K -1,919 -18%
AF
944
Arrow Financial
New York
$3.91M +$68.5K +150 +2%
MPIA
945
Mountain Pacific Investment Advisers
Idaho
$3.9M -$36.1K -79 -0.9%
TLP
946
Trinity Legacy Partners
Texas
$3.9M +$10K +22 +0.3%
WCA
947
Westover Capital Advisors
Delaware
$3.89M -$582K -1,274 -13%
BBNA
948
Bremer Bank National Association
Minnesota
$3.89M -$61.6K -135 -2%
ADL
949
Asset Dedication LLC
California
$3.89M -$27.7K -61 -0.7%
IWM
950
IHT Wealth Management
Illinois
$3.88M -$200K -438 -5%