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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 %
CFM
1076
Capricorn Fund Managers
United Kingdom
$3.01M
CCM
1077
Cinctive Capital Management
New York
$3.01M -$2.76M -6,046 -48%
MWM
1078
Merriman Wealth Management
Washington
$2.99M +$678K +1,485 +29%
BBWA
1079
Bell & Brown Wealth Advisors
California
$2.99M +$46.6K +102 +2%
RBC
1080
Romano Brothers & Co
Illinois
$2.99M +$57.1K +125 +2%
ABLA
1081
Alan B. Lancz & Associates
Ohio
$2.97M -$72.8K -150 -2%
RPC
1082
Rossmore Private Capital
Connecticut
$2.97M +$38.2K +84 +1%
CWM
1083
Calamos Wealth Management
Illinois
$2.96M +$28.3K +62 +1%
CI
1084
Ceera Investments
Texas
$2.96M
SIP
1085
Stoneridge Investment Partners
Pennsylvania
$2.95M -$401K -879 -12%
SOAMC
1086
Spirit of America Management Corp
New York
$2.94M +$91.3K +200 +3%
S
1087
Seeyond
France
$2.94M +$366K +801 +14%
AI
1088
Atom Investors
Texas
$2.94M +$2.94M +6,443 New
HCM
1089
Highlander Capital Management
New Jersey
$2.94M
AIM
1090
Alhambra Investment Management
Florida
$2.93M -$57.1K -125 -2%
GL
1091
GHE LLC
Tennessee
$2.93M -$21.5K -47 -0.7%
COI
1092
Connable Office Inc
Michigan
$2.93M -$8.22K -18 -0.3%
SSWM
1093
Strait & Sound Wealth Management
California
$2.93M +$2.93M +6,018 New
WSTAM
1094
Wilbanks Smith & Thomas Asset Management
Virginia
$2.91M +$469K +1,028 +19%
CCM
1095
Cohen Capital Management
California
$2.91M
RIA
1096
Regal Investment Advisors
Michigan
$2.91M +$34.2K +75 +1%
OCM
1097
Orleans Capital Management
Louisiana
$2.9M -$16K -35 -0.5%
MAM
1098
Marketfield Asset Management
New York
$2.9M
AUB
1099
Atlantic Union Bankshares
Virginia
$2.9M +$155K +340 +6%
PI
1100
PGGM Investments
Netherlands
$2.9M -$3.12M -6,827 -52%