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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
1101
Harrington Investments
California
$3.37M -$37.4K -65 -1%
IPW
1102
Inlet Private Wealth
Florida
$3.37M +$57.6K +100 +2%
PJSIMP
1103
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.37M +$1.82M +3,419 +117%
DCM
1104
Decatur Capital Management
Georgia
$3.37M +$335K +582 +11%
LI
1105
Lafayette Investments
Maryland
$3.36M +$202K +350 +6%
GT
1106
Glenview Trust
Kentucky
$3.36M +$185K +321 +6%
PCM
1107
Parsons Capital Management
Rhode Island
$3.36M +$37.4K +65 +1%
EWM
1108
Elmwood Wealth Management
California
$3.36M +$104K +180 +3%
PWMAG
1109
Pinnacle Wealth Management Advisory Group
New Jersey
$3.36M +$1.85M +3,206 +122%
RCA
1110
Resonant Capital Advisors
Wisconsin
$3.35M +$326K +566 +11%
CWMU
1111
Caliber Wealth Management (Utah)
Utah
$3.33M +$230K +400 +7%
LWMM
1112
Legacy Wealth Management (Mississippi)
Mississippi
$3.32M +$6.91K +12 +0.2%
SFS
1113
Strategic Financial Services
New York
$3.31M -$69.1K -120 -2%
GRQ
1114
Gardner Russo & Quinn
Pennsylvania
$3.31M +$274K +475 +9%
MFS
1115
Madrona Financial Services
Washington
$3.3M +$24.9K +41 +0.8%
RWA
1116
Roberts Wealth Advisors
California
$3.3M +$2.3K +4 +0.1%
SAM
1117
S.A. Mason
Michigan
$3.29M -$8.06K -14 -0.2%
DI
1118
DFPG Investments
Utah
$3.27M +$226K +389 +7%
KWA
1119
KCS Wealth Advisory
California
$3.26M +$36.9K +64 +1%
MCCP
1120
Mission Creek Capital Partners
California
$3.24M +$6.91K +12 +0.2%
IGWM
1121
ICA Group Wealth Management
Colorado
$3.24M +$3.24M +6,850 New
O
1122
Ossiam
France
$3.23M +$235K +408 +8%
IIA
1123
ICW Investment Advisors
Arizona
$3.23M -$18.4K -32 -0.6%
TIA
1124
Tiemann Investment Advisors
California
$3.21M -$271K -470 -8%
KHLMTHM
1125
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.21M