COST icon

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 %
DWM
1126
Darwin Wealth Management
Florida
$3.21M -$252K -438 -7%
CA
1127
CoreCap Advisors
Michigan
$3.2M -$195K -338 -6%
FCBT
1128
First Citizens Bank & Trust
North Carolina
$3.2M +$871K +1,512 +37%
CAM
1129
Claret Asset Management
Quebec, Canada
$3.19M +$12.1K +21 +0.4%
PWP
1130
Principle Wealth Partners
Connecticut
$3.17M -$57.6K -100 -2%
SSWM
1131
Sheets Smith Wealth Management
North Carolina
$3.17M -$34.5K -60 -1%
KC
1132
Kenfarb & Co
Kentucky
$3.17M +$202K +350 +7%
DCM
1133
Dupont Capital Management
Delaware
$3.17M -$621K -1,078 -16%
TRIA
1134
Trail Ridge Investment Advisors
Colorado
$3.17M -$28.8K -50 -0.9%
PP
1135
Patron Partners
Texas
$3.16M -$58.7K -102 -2%
FFM
1136
Forum Financial Management
Illinois
$3.16M +$245K +425 +8%
LWAC
1137
Laurel Wealth Advisors (California)
California
$3.16M +$58.7K +102 +2%
PB
1138
Pinnacle Bancorp
Nebraska
$3.15M -$5.76K -10 -0.2%
OPPTF
1139
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.13M -$147K -252 -4%
FIM
1140
Fruth Investment Management
Texas
$3.11M -$66.2K -115 -2%
WP
1141
Waycross Partners
Kentucky
$3.1M -$472K -820 -13%
VIP
1142
Vantage Investment Partners
Missouri
$3.08M +$90.4K +157 +3%
BWM
1143
BNC Wealth Management
Oregon
$3.08M +$91.6K +159 +3%
GI
1144
GS Investments
Minnesota
$3.05M -$743K -1,308 -20%
AWM
1145
Avior Wealth Management
Nebraska
$3.04M +$20.7K +36 +0.7%
NFG
1146
Nations Financial Group
Iowa
$3.03M +$119K +206 +4%
UBG
1147
United Bank (Georgia)
Georgia
$3.03M +$256K +444 +9%
PP
1148
Palladium Partners
Virginia
$2.99M -$6.91K -12 -0.2%
MWM
1149
Madison Wealth Management
Ohio
$2.98M +$576 +1 +0%
PGWM
1150
Parisi Gray Wealth Management
New Jersey
$2.98M +$15K +26 +0.5%