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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 %
DRS
1001
Deane Retirement Strategies
Louisiana
$3.52M +$3.52M +7,704 New
SBL
1002
Sargent Bickham Lagudis
Colorado
$3.51M -$42K -92 -1%
LW
1003
Linscomb Wealth
Texas
$3.51M +$217K +476 +7%
CAL
1004
Capital Analysts LLC
Pennsylvania
$3.5M +$222K +486 +7%
MSR
1005
Main Street Research
Connecticut
$3.49M +$91.8K +201 +3%
PWLP
1006
Prio Wealth Limited Partnership
Massachusetts
$3.49M -$18.7K -41 -0.5%
CIG
1007
Cairn Investment Group
Washington
$3.48M +$61.6K +135 +2%
DGAM
1008
Desjardins Global Asset Management
Quebec, Canada
$3.48M -$4.39M -9,608 -56%
BEI
1009
Benjamin Edwards Inc
Missouri
$3.46M -$43.8K -96 -1%
EWA
1010
Encompass Wealth Advisors
Oregon
$3.44M
T
1011
TCWP
Ohio
$3.44M +$1.35M +2,962 +65%
PI
1012
PEAK6 Investments
Illinois
$3.43M +$3.43M +7,519 +187,975%
TAM
1013
Townsend Asset Management
North Carolina
$3.39M +$87.6K +192 +3%
BPC
1014
Banque Pictet & Cie
Switzerland
$3.39M +$205K +450 +6%
FLI
1015
Family Legacy Inc
South Carolina
$3.39M -$7.36K -15 -0.2%
VAS
1016
Vestmark Advisory Solutions
Massachusetts
$3.38M +$671K +1,469 +25%
UCMOK
1017
United Capital Management of KS
Kansas
$3.38M +$56.6K +124 +2%
MF
1018
Manchester Financial
California
$3.37M -$14.2K -31 -0.4%
QIM
1019
Quest Investment Management
Oregon
$3.35M -$7.39M -16,199 -69%
MWM
1020
Mission Wealth Management
California
$3.34M -$79K -173 -2%
BAM
1021
Bellevue Asset Management
Washington
$3.33M -$34.9K -77 -1%
EH
1022
Equitable Holdings
New York
$3.33M +$92.7K +203 +3%
EWA
1023
Etesian Wealth Advisors
Oregon
$3.32M +$3.32M +7,269 New
HVP
1024
Hudson Value Partners
Florida
$3.31M -$53.9K -118 -2%
SCP
1025
Shorepoint Capital Partners
Massachusetts
$3.3M +$3.3M +7,234 New