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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 %
MLL
1001
Moody Lynn & Lieberson
Massachusetts
$4.18M +$3.79M +6,578 +977%
UFF
1002
USA Financial Formulas
Michigan
$4.17M +$860K +1,494 +26%
BCM
1003
Blume Capital Management
California
$4.16M -$388K -674 -9%
CPWA
1004
Cerro Pacific Wealth Advisors
California
$4.15M +$54.1K +94 +1%
CWM
1005
Calamos Wealth Management
Illinois
$4.14M +$146K +253 +4%
SCM
1006
Salem Capital Management
Massachusetts
$4.11M -$20.7K -36 -0.5%
SMFG
1007
Sumitomo Mitsui Financial Group
Japan
$4.09M +$119K +207 +3%
PP
1008
PDT Partners
New York
$4.09M +$4.09M +7,100 New
WIC
1009
Woodmont Investment Counsel
Tennessee
$4.09M +$68.5K +119 +2%
HCM
1010
Hall Capital Management
Rhode Island
$4.09M +$35.7K +62 +0.9%
FLI
1011
Family Legacy Inc
South Carolina
$4.08M -$47.2K -82 -1%
MIH
1012
Meitav Investment House
Israel
$4.08M -$4.43M -7,685 -52%
BONH
1013
Bank of New Hampshire
New Hampshire
$4.08M -$107K -186 -3%
MAM
1014
Marketfield Asset Management
New York
$4.07M
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$4.07M -$138K -254 -3%
IRF
1016
IBM Retirement Fund
New York
$4.06M -$178K -309 -4%
EAM
1017
Eagle Asset Management
Florida
$4.05M -$152K -264 -4%
MGP
1018
Metis Global Partners
California
$4.05M +$1.77M +3,066 +77%
SCM
1019
Schnieders Capital Management
California
$4.04M -$44.9K -78 -1%
TSS
1020
Two Sigma Securities
New York
$4M +$3.06M +5,306 +324%
SB
1021
Simmons Bank
Arkansas
$4M +$210K +365 +6%
NWM
1022
Northcape Wealth Management
New York
$3.99M -$69.1K -120 -2%
VFA
1023
Valeo Financial Advisors
Indiana
$3.99M +$819K +1,423 +26%
AW
1024
ACG Wealth
Georgia
$3.99M -$2.18M -3,791 -35%
MWM
1025
Mission Wealth Management
California
$3.95M +$271K +471 +7%