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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 %
TPA
976
Trivium Point Advisory
Connecticut
$3.72M +$107K +222 +3%
SVWAG
977
Sound View Wealth Advisors Group
Georgia
$3.7M +$1.72M +2,613 +87%
SFS
978
Stiles Financial Services
Minnesota
$3.7M -$89.9K -197 -2%
HWA
979
HCR Wealth Advisors
California
$3.67M -$84K -184 -2%
HCA
980
Harbour Capital Advisors
Virginia
$3.65M -$218K -480 -6%
WIS
981
Wright Investors Service
Connecticut
$3.65M +$635K +1,392 +21%
PGIM
982
Pacific Global Investment Management
California
$3.65M +$913 +2 +0%
OIA
983
Optimum Investment Advisors
Illinois
$3.65M -$480K -1,052 -12%
HCM
984
Hollencrest Capital Management
California
$3.64M +$32.4K +71 +0.9%
SMFG
985
Sumitomo Mitsui Financial Group
Japan
$3.64M -$22.4K -49 -0.6%
QCM
986
Quantinno Capital Management
New York
$3.63M +$731K +1,600 +25%
WA1
987
Wimmer Associates 1
California
$3.63M -$176K -385 -5%
Arrowstreet Capital
988
Arrowstreet Capital
Massachusetts
$3.61M -$50.2M -110,056 -93%
HCM
989
Hall Capital Management
Rhode Island
$3.6M +$145K +318 +4%
TVWM
990
Tower View Wealth Management
Wisconsin
$3.59M -$20.1K -44 -0.6%
FWIA
991
Fort Washington Investment Advisors
Ohio
$3.57M +$24.6K +54 +0.7%
BC
992
Burleson & Co
California
$3.57M +$327K +716 +10%
GWCM
993
Godshalk Welsh Capital Management
Pennsylvania
$3.56M -$51.1K -112 -1%
AIC
994
Argus Investors Counsel
New York
$3.56M +$22.4K +49 +0.6%
CCWM
995
Cassaday & Co Wealth Management
Virginia
$3.55M +$3.55M +7,786 New
BFS
996
Bard Financial Services
Connecticut
$3.55M -$43.4K -95 -1%
FHB
997
First Hawaiian Bank
Hawaii
$3.53M -$1.07M -2,350 -23%
BL
998
Balentine LLC
Georgia
$3.53M -$1.34M -2,936 -28%
AP
999
Americana Partners
Texas
$3.53M -$561K -1,232 -14%
KJHP
1000
K.J. Harrison & Partners
Ontario, Canada
$3.52M -$2.47K -4 -0.1%