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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 %
PCP
951
Proficio Capital Partners
Massachusetts
$4.58M -$2.22M -3,859 -33%
HIC
952
Hartline Investment Corp
Illinois
$4.56M +$594K +1,501 +15%
MWM
953
Meridian Wealth Management
Kentucky
$4.56M +$1.11M +1,932 +32%
SDWIA
954
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.56M -$198K -344 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
955
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.56M +$4.56M +7,912 New
HBT
956
Hills Bank & Trust
Iowa
$4.55M +$83.5K +145 +2%
LP
957
Lloyd Park
Illinois
$4.52M -$92.7K -161 -2%
CAM
958
Cypress Asset Management
Texas
$4.52M -$1.06M -1,833 -19%
CI
959
Cigna Investments
Connecticut
$4.51M -$1.28M -2,216 -22%
BFS
960
Bard Financial Services
Connecticut
$4.5M
FRA
961
Front Row Advisors
California
$4.49M +$43.2K +75 +1%
GI
962
GAMCO Investors
Connecticut
$4.46M -$39.7K -69 -0.9%
TCM
963
Twin Capital Management
Pennsylvania
$4.45M +$58.2K +101 +1%
PWLP
964
Prio Wealth Limited Partnership
Massachusetts
$4.45M -$47.2K -82 -1%
BWL
965
Bogart Wealth LLC
Virginia
$4.45M +$834K +1,448 +23%
GRP
966
Global Retirement Partners
California
$4.45M +$590K +1,349 +15%
DJSG
967
D.J. St. Germain
Massachusetts
$4.44M -$14.4K -25 -0.3%
FWIA
968
Fort Washington Investment Advisors
Ohio
$4.43M -$66.2K -115 -1%
TCM
969
Telos Capital Management
California
$4.4M -$1.32M -2,286 -23%
CFGS
970
Concourse Financial Group Securities
Alabama
$4.4M -$813K -1,412 -16%
GCA
971
Guardian Capital Advisors
Ontario, Canada
$4.39M +$184K +316 +4%
COI
972
Connable Office Inc
Michigan
$4.38M -$76.6K -133 -2%
BAM
973
Bellevue Asset Management
Washington
$4.37M +$5.85K +10 +0.1%
AssetMark Inc
974
AssetMark Inc
California
$4.37M +$2.48M +4,301 +131%
HW
975
Hedeker Wealth
Illinois
$4.36M +$586K +1,018 +16%