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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 %
IMCOOI
1201
Investment Management Corp of Ontario (IMCO)
Canada
$2.36M +$2.36M +5,177 New
MMG
1202
Monetary Management Group
Missouri
$2.36M +$11.4K +25 +0.5%
VLKIM
1203
Van Lanschot Kempen Investment Management
Netherlands
$2.36M +$225K +492 +11%
CWP
1204
Cyndeo Wealth Partners
Florida
$2.36M +$2.36M +5,166 New
FPF
1205
First Pacific Financial
Washington
$2.35M +$26.9K +59 +1%
FMB
1206
Field & Main Bank
Kentucky
$2.35M -$16.4K -36 -0.7%
TGAM
1207
TBH Global Asset Management
Tennessee
$2.34M +$149K +326 +7%
CAG
1208
Csenge Advisory Group
Florida
$2.33M +$239K +524 +11%
EVM
1209
Evelyn V. Moreno
$2.33M +$194K +425 +9%
BFW
1210
Brady Family Wealth
Missouri
$2.33M +$2.33M +5,100 New
ACA
1211
Atlas Capital Advisors
Wyoming
$2.33M
CCM
1212
Condor Capital Management
New Jersey
$2.32M +$456 +1 +0%
EFM
1213
E Fund Management
China
$2.31M -$150K -328 -6%
HIA
1214
Harbor Investment Advisory
Maryland
$2.31M +$47.5K +104 +2%
ATWA
1215
Arbor Trust Wealth Advisors
Michigan
$2.31M +$19.2K +42 +0.8%
PA
1216
Procyon Advisors
Connecticut
$2.31M +$248K +544 +12%
DT
1217
Diversified Trust
Tennessee
$2.31M +$361K +790 +19%
CBNLCF
1218
Cognios Beta Neutral Large Cap Fund
Kansas
$2.3M +$2.3M +5,046 New
PA
1219
Paragon Advisors
Texas
$2.3M -$475K -1,040 -17%
FDS
1220
Freedom Day Solutions
Texas
$2.29M -$42.9K -94 -2%
RIM
1221
RW Investment Management
Idaho
$2.29M +$2.29M +5,020 New
BBI
1222
Baxter Bros Inc
Connecticut
$2.29M -$36.5K -80 -2%
HA
1223
Herold Advisors
New York
$2.29M -$22.8K -50 -1%
GPFA
1224
Game Plan Financial Advisors
Ohio
$2.28M -$90.4K -198 -4%
XSC
1225
X-Square Capital
Puerto Rico
$2.28M +$5.94K +13 +0.3%