COST icon

Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
CUAMC
1101
China Universal Asset Management Company
China
$2.96M +$2.96M +6,272 New
BDF
1102
Balasa Dinverno & Foltz
$2.96M +$95.4K +202 +3%
SOAMC
1103
Spirit of America Management Corp
New York
$2.95M +$94.4K +200 +3%
MGIA
1104
Moneta Group Investment Advisors
Missouri
$2.95M +$156K +331 +6%
CAM
1105
Covenant Asset Management
New Jersey
$2.95M
VC
1106
Vestor Capital
Illinois
$2.95M +$2.45M +5,197 +496%
RCG
1107
Regatta Capital Group
California
$2.93M +$19.7K +41 +0.7%
TWA
1108
TCI Wealth Advisors
Arizona
$2.92M +$7.56K +16 +0.3%
EI
1109
Ethic Inc
New York
$2.91M +$475K +1,006 +19%
5L
1110
55I LLC
Massachusetts
$2.91M +$1.77M +3,751 +156%
BO
1111
BRR OpCo
Ohio
$2.91M +$742K +1,571 +34%
SDWIA
1112
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.9M -$88.3K -187 -3%
CAC
1113
Certified Advisory Corp
Florida
$2.9M +$44.4K +94 +2%
AA
1114
Altman Advisors
Illinois
$2.89M -$148K -313 -5%
LI
1115
Lafayette Investments
Maryland
$2.89M -$177K -375 -6%
EP
1116
Eudaimonia Partners
Tennessee
$2.88M +$1.29M +2,730 +81%
GAMC
1117
Garner Asset Management Corp
Texas
$2.88M -$374K -792 -12%
ACM
1118
Alcosta Capital Management
California
$2.87M -$80.8K -171 -3%
PA
1119
Paragon Advisors
Texas
$2.87M +$1.01M +2,134 +54%
SF
1120
Summit Financial
New Jersey
$2.87M +$350K +742 +14%
MSFS
1121
Main Street Financial Solutions
Pennsylvania
$2.86M -$123K -261 -4%
AGA
1122
Accuvest Global Advisors
Utah
$2.86M -$534K -1,130 -16%
RP
1123
Rowlandmiller & Partners
Georgia
$2.86M -$18.9K -40 -0.7%
IA
1124
IFP Advisors
Florida
$2.84M +$221K +1,398 +8%
RWA
1125
Roberts Wealth Advisors
California
$2.84M +$35.2K +73 +1%