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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 %
CC
1101
Centiva Capital
New York
$2.9M +$2.87M +6,280 +9,515%
MAM
1102
Morse Asset Management
Connecticut
$2.89M +$353K +773 +14%
LI
1103
Lafayette Investments
Maryland
$2.88M +$91.3K +200 +3%
EHWM
1104
Eads & Heald Wealth Management
Georgia
$2.87M -$33.3K -73 -1%
CAC
1105
Certified Advisory Corp
Florida
$2.86M +$48.8K +107 +2%
CAM
1106
Covenant Asset Management
New Jersey
$2.85M
HFM
1107
Harvest Fund Management
China
$2.84M -$746K -1,635 -21%
BIA
1108
Beacon Investment Advisors
Maryland
$2.83M +$2.83M +6,206 New
EGM
1109
Engineers Gate Manager
New York
$2.83M +$1.15M +2,519 +68%
NB
1110
Nicolet Bankshares
Wisconsin
$2.8M +$70.8K +194 +3%
SDWIA
1111
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.8M -$5.48K -12 -0.2%
CCMW
1112
Cypress Capital Management (Wyoming)
Wyoming
$2.8M +$1.63M +3,577 +140%
BTI
1113
Blue Trust Inc
Georgia
$2.78M +$1.17M +2,483 +73%
CNC
1114
Citizens & Northern Corp
Pennsylvania
$2.78M +$37.9K +83 +1%
MAS
1115
Meeder Advisory Services
Ohio
$2.77M +$2.77M +6,078 New
GAMC
1116
Garner Asset Management Corp
Texas
$2.77M -$6.39K -14 -0.2%
APP
1117
Avantax Planning Partners
Iowa
$2.77M -$131K -287 -5%
RP
1118
Rowlandmiller & Partners
Georgia
$2.77M +$27.2K +60 +1%
PCM
1119
Parsons Capital Management
Rhode Island
$2.76M +$86.7K +190 +3%
TWA
1120
TCI Wealth Advisors
Arizona
$2.76M -$63.5K -139 -2%
CT
1121
Chicago Trust
Illinois
$2.76M +$114K +249 +4%
EP
1122
Eudaimonia Partners
Tennessee
$2.76M -$30.6K -67 -1%
PVH
1123
Psagot Value Holdings
Israel
$2.75M +$1.17M +2,560 +74%
ICG
1124
InterOcean Capital Group
Tennessee
$2.74M +$501K +1,097 +22%
MFS
1125
Monetta Financial Services
Illinois
$2.74M -$913K -2,000 -25%