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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 %
HCM
1026
Hodges Capital Management
Texas
$3.3M +$1.07M +2,345 +48%
CPWA
1027
Cerro Pacific Wealth Advisors
California
$3.3M -$176K -386 -5%
HI
1028
Harbour Investments
Wisconsin
$3.29M +$411K +901 +14%
TPWA
1029
TRUE Private Wealth Advisors
Oregon
$3.29M -$104K -227 -3%
TP
1030
Tranquility Partners
Tennessee
$3.27M +$112K +246 +4%
FRA
1031
Front Row Advisors
California
$3.27M -$280K -614 -8%
SF
1032
Symphony Financial
Texas
$3.26M -$1.37M -2,987 -30%
PJSIMP
1033
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.26M -$51.6K -113 -2%
SC
1034
Savant Capital
Illinois
$3.24M +$95.7K +221 +3%
NHT
1035
New Hampshire Trust
New Hampshire
$3.24M +$3.24M +7,090 New
BP
1036
Ballentine Partners
Massachusetts
$3.24M +$217K +475 +7%
EAM
1037
Eagle Asset Management
Florida
$3.23M +$248K +548 +8%
CQS
1038
Credential Qtrade Securities
$3.23M +$776K +1,699 +32%
EWM
1039
Executive Wealth Management
Michigan
$3.23M +$1.81M +3,962 +127%
WIC
1040
Woodmont Investment Counsel
Tennessee
$3.23M
KAM
1041
Karani Asset Management
New York
$3.22M -$1.81M -3,969 -36%
RWM
1042
Ritholtz Wealth Management
New York
$3.22M -$1.26M -2,756 -28%
GIA
1043
Gladstone Institutional Advisory
Florida
$3.2M -$107K -235 -3%
AG
1044
AIA Group
Hong Kong
$3.2M +$806K +1,765 +34%
LCM
1045
Leisure Capital Management
California
$3.19M -$49.8K -109 -2%
PSP
1046
Pacific Sage Partners
Washington
$3.18M +$3.18M +6,956 New
MIC
1047
MU Investments Company
Japan
$3.17M +$9.13K +20 +0.3%
LFAS
1048
Level Four Advisory Services
Texas
$3.16M +$1M +2,200 +47%
WP
1049
WealthSource Partners
California
$3.16M -$441K -965 -12%
DLA
1050
Douglas Lane & Associates
New York
$3.14M -$68K -149 -2%