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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 %
HA
1151
Harfst & Associates
Wyoming
$2.58M +$5.02K +11 +0.2%
NCGI
1152
Next Century Growth Investors
Minnesota
$2.58M -$1.37K -3 -0.1%
KHLMTHM
1153
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.57M
IGWM
1154
ICA Group Wealth Management
Colorado
$2.57M -$698K -1,527 -21%
EFM
1155
Eley Financial Management
Vermont
$2.57M +$2.57M +5,621 New
IPW
1156
Inlet Private Wealth
Florida
$2.56M -$36.5K -80 -1%
SG
1157
Somerset Group
Minnesota
$2.56M +$9.13K +20 +0.4%
CG
1158
Caprock Group
Idaho
$2.55M -$1.57M -3,447 -38%
MCCP
1159
Mission Creek Capital Partners
California
$2.55M -$61.6K -135 -2%
EWM
1160
Elmwood Wealth Management
California
$2.53M -$13.7K -30 -0.5%
SW
1161
StrongBox Wealth
Missouri
$2.53M +$118K +259 +5%
BIC
1162
Beach Investment Counsel
Pennsylvania
$2.53M -$52K -114 -2%
PB
1163
Pinnacle Bancorp
Nebraska
$2.53M +$27.8K +61 +1%
IFPG
1164
Intrepid Financial Planning Group
Indiana
$2.53M -$36.5K -80 -1%
BDS
1165
Banco de Sabadell
Florida
$2.53M -$124K -271 -5%
AWM
1166
Avior Wealth Management
Nebraska
$2.52M +$89K +195 +4%
IIA
1167
ICW Investment Advisors
Arizona
$2.52M -$23.3K -51 -0.9%
CWP
1168
CFM Wealth Partners
Texas
$2.51M +$81.3K +178 +3%
FFM
1169
Forum Financial Management
Illinois
$2.51M -$50.2K -110 -2%
VIP
1170
Vantage Investment Partners
Missouri
$2.51M
CI
1171
Cigna Investments
Connecticut
$2.51M +$14.2K +31 +0.6%
TRIA
1172
Trail Ridge Investment Advisors
Colorado
$2.5M
WANY
1173
Wealthspire Advisors (New York)
New York
$2.49M +$451K +988 +22%
GWM
1174
Graybill Wealth Management
Illinois
$2.48M +$13.2K +29 +0.5%
SWA
1175
Strata Wealth Advisors
Texas
$2.48M +$2.48M +5,440 New