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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 %
EB
1051
Eastern Bank
Massachusetts
$3.14M -$55.7K -122 -2%
VWM
1052
Venturi Wealth Management
Texas
$3.14M +$1.19M +2,605 +61%
TC
1053
Tsai Capital
New York
$3.14M -$63.9K -140 -2%
MRCM
1054
M&R Capital Management
New Jersey
$3.13M +$55.2K +121 +2%
FFA
1055
Fairfield Financial Advisors
Massachusetts
$3.12M -$58.9K -129 -2%
GT
1056
Glenview Trust
Kentucky
$3.11M +$119K +261 +4%
SGA
1057
Strategic Global Advisors
California
$3.11M -$183K -401 -6%
MECA
1058
Miller Equity Capital Advisors
Texas
$3.1M +$45.7K +100 +1%
BAAM
1059
Baker Avenue Asset Management
California
$3.1M -$391K -857 -11%
RA
1060
Rational Advisors
New York
$3.1M -$598K -1,310 -16%
PCP
1061
Proficio Capital Partners
Massachusetts
$3.09M +$1.82K +4 +0.1%
BONH
1062
Bank of New Hampshire
New Hampshire
$3.08M +$9.59K +21 +0.3%
IAIM
1063
International Assets Investment Management
Florida
$3.08M -$191K -418 -6%
SIM
1064
Stratos Investment Management
Ohio
$3.07M +$554K +1,214 +22%
BMC
1065
Benin Management Corp
Connecticut
$3.07M +$327K +716 +12%
VIA
1066
Vickerman Investment Advisors
Washington
$3.07M +$19.6K +43 +0.6%
OLA
1067
Oliver Luxxe Assets
New Jersey
$3.06M +$105K +230 +4%
SLG
1068
Stanley-Laman Group
Pennsylvania
$3.05M -$70.8K -155 -2%
EI
1069
Ethic Inc
New York
$3.05M +$231K +507 +8%
MGIA
1070
Moneta Group Investment Advisors
Missouri
$3.04M -$148K -289 -5%
BCM
1071
Blume Capital Management
California
$3.04M -$4.57K -10 -0.1%
HW
1072
Hedeker Wealth
Illinois
$3.03M -$98.6K -216 -3%
CFGS
1073
Concourse Financial Group Securities
Alabama
$3.02M -$383K -839 -11%
DCM
1074
Decatur Capital Management
Georgia
$3.02M -$913 -2 -0%
WHCI
1075
W.H. Cornerstone Investments
Massachusetts
$3.02M -$41.2K -85 -1%