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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1226
SOL Capital Management
Maryland
$2.34M -$18.9K -40 -0.8%
HIA
1227
Harbor Investment Advisory
Maryland
$2.34M +$201K +425 +9%
QI
1228
Qtron Investments
Massachusetts
$2.33M
SSWM
1229
Sheets Smith Wealth Management
North Carolina
$2.33M -$3.31K -7 -0.1%
SS
1230
Simplicity Solutions
Minnesota
$2.33M +$281K +594 +14%
ICG
1231
InterOcean Capital Group
Tennessee
$2.32M +$476K +1,009 +26%
WMC
1232
Westwood Management Corporation
Illinois
$2.31M
HCM
1233
Hodges Capital Management
Texas
$2.31M -$1.06M -2,241 -31%
CW
1234
CreativeOne Wealth
Kansas
$2.31M +$92.6K +196 +4%
AIM
1235
Anchor Investment Management
South Carolina
$2.3M -$27.9K -59 -1%
MWM
1236
Madison Wealth Management
Ohio
$2.28M +$9.92K +21 +0.4%
SVCP
1237
Silicon Valley Capital Partners
California
$2.28M +$1.05M +2,215 +85%
XF
1238
XML Financial
Maryland
$2.27M +$500K +1,058 +28%
TGAM
1239
TBH Global Asset Management
Tennessee
$2.27M -$142K -300 -6%
ACM
1240
Alpha Capital Management
Texas
$2.27M -$3.31K -7 -0.1%
CCIA
1241
Cherry Creek Investment Advisors
Colorado
$2.26M +$7.09K +15 +0.3%
GIM
1242
Grassi Investment Management
California
$2.26M +$80.3K +170 +4%
PWMAG
1243
Pinnacle Wealth Management Advisory Group
New Jersey
$2.25M -$42.5K -90 -2%
YWP
1244
YorkBridge Wealth Partners
New York
$2.25M
DPIM
1245
Duff & Phelps Investment Management
Illinois
$2.24M
WF
1246
Wayfinding Financial
Washington
$2.24M -$51.9K -110 -2%
LFAS
1247
Level Four Advisory Services
Texas
$2.23M +$103K +218 +5%
GPA
1248
Garrison Point Advisors
California
$2.23M
HCM
1249
Highview Capital Management
Illinois
$2.23M +$135K +285 +6%
VFA
1250
Valeo Financial Advisors
Indiana
$2.22M +$55.3K +117 +3%