COST icon

Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
LP
1001
Lloyd Park
Illinois
$3.63M -$3.55M -7,525 -49%
BEI
1002
Benjamin Edwards Inc
Missouri
$3.62M +$184K +390 +5%
BAAM
1003
Baker Avenue Asset Management
California
$3.62M -$171K -363 -5%
TPA
1004
Trivium Point Advisory
Connecticut
$3.61M -$29.9K -62 -0.8%
FWC
1005
First Washington Corp
Washington
$3.61M +$392K +831 +12%
CPWA
1006
Cerro Pacific Wealth Advisors
California
$3.6M +$185K +392 +5%
GCA
1007
Guardian Capital Advisors
Ontario, Canada
$3.59M -$46.6K -100 -1%
HCM
1008
Hall Capital Management
Rhode Island
$3.57M -$29.3K -62 -0.8%
EWA
1009
Encompass Wealth Advisors
Oregon
$3.56M
TCM
1010
Telos Capital Management
California
$3.55M +$2.36K +5 +0.1%
PBF
1011
Petix & Botte Financial
California
$3.54M +$1.21M +2,555 +52%
CIG
1012
Cairn Investment Group
Washington
$3.54M -$66.1K -140 -2%
NB
1013
Nicolet Bankshares
Wisconsin
$3.54M -$81.2K -172 -2%
MWM
1014
Mission Wealth Management
California
$3.54M +$289K +613 +9%
CFGS
1015
Concourse Financial Group Securities
Alabama
$3.52M -$1.89K -4 -0.1%
MSR
1016
Main Street Research
Connecticut
$3.52M +$112K +238 +3%
BAM
1017
Bellevue Asset Management
Washington
$3.52M -$25.1K -53 -0.7%
TPWA
1018
TRUE Private Wealth Advisors
Oregon
$3.51M +$29.3K +62 +0.8%
MF
1019
Manchester Financial
California
$3.5M -$2.83K -6 -0.1%
AWM
1020
Axxcess Wealth Management
California
$3.49M +$708K +1,499 +25%
LP
1021
LMR Partners
United Kingdom
$3.49M +$1.99M +4,208 +133%
HVP
1022
Hudson Value Partners
Florida
$3.48M
PJSIMP
1023
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.47M +$21.5K +45 +0.6%
SIP
1024
Stoneridge Investment Partners
Pennsylvania
$3.47M -$1.04M -2,199 -23%
LPT
1025
Legacy Private Trust
Wisconsin
$3.45M +$2.91M +6,172 +549%