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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 %
YWP
1201
YorkBridge Wealth Partners
New York
$2.75M
DPIM
1202
Duff & Phelps Investment Management
Illinois
$2.74M +$43.8K +76 +2%
CCM
1203
Condor Capital Management
New Jersey
$2.73M +$24.2K +42 +0.9%
CCFM
1204
Clear Creek Financial Management
Washington
$2.72M +$734K +1,275 +37%
AIIMS
1205
Analyst IMS Investment Management Services
Israel
$2.71M -$86.4K -150 -3%
WSTAM
1206
Wilbanks Smith & Thomas Asset Management
Virginia
$2.7M -$132K -250 -5%
JWCA
1207
J.W. Cole Advisors
Florida
$2.69M -$306K -532 -10%
SF
1208
Summit Financial
New Jersey
$2.69M +$337K +585 +14%
BRG
1209
Bay Rivers Group
Virginia
$2.68M -$55.8K -97 -2%
HCCM
1210
Hudson Canyon Capital Management
New York
$2.68M -$288K -500 -10%
AF
1211
Advisornet Financial
Minnesota
$2.68M +$560K +972 +26%
RWM
1212
Ritholtz Wealth Management
New York
$2.67M +$473K +822 +22%
WANY
1213
Wealthspire Advisors (New York)
New York
$2.67M -$817K -1,419 -23%
BFA
1214
Beaumont Financial Advisors
Massachusetts
$2.66M +$499K +867 +23%
CF
1215
Centaurus Financial
California
$2.66M -$379K -659 -13%
FG
1216
Fiduciary Group
Georgia
$2.65M -$358K -732 -12%
HCM
1217
Helios Capital Management
Singapore
$2.65M
CC
1218
Corsicana & Co
Texas
$2.65M +$31.7K +55 +1%
LOIM
1219
Liberty One Investment Management
Illinois
$2.65M +$24.8K +43 +0.9%
JWM
1220
JGP Wealth Management
Oregon
$2.64M -$307K -511 -10%
PCG
1221
Prosperity Consulting Group
Maryland
$2.63M -$91.6K -159 -3%
PA
1222
Paragon Advisors
Texas
$2.62M +$2.62M +4,557 New
HA
1223
Harfst & Associates
Wyoming
$2.62M +$81.2K +141 +3%
BL
1224
Balentine LLC
Georgia
$2.62M +$1.09M +1,887 +71%
FNBT
1225
FineMark National Bank & Trust
Florida
$2.61M +$12.1K +21 +0.5%