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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 %
CPO
1226
Cerity Partners OCIO
New York
$2.28M -$8.67K -19 -0.4%
JWM
1227
Jessup Wealth Management
Ohio
$2.28M +$2.28M +4,984 New
CAM
1228
Carret Asset Management
New York
$2.27M -$13.7K -30 -0.6%
SAIG
1229
Semper Augustus Investments Group
Colorado
$2.27M -$68.5K -150 -3%
DTL
1230
Dynamic Technology Lab
Singapore
$2.27M +$2.27M +4,961 New
PFS
1231
Physicians Financial Services
North Carolina
$2.26M -$25.1K -55 -1%
SCM
1232
SOL Capital Management
Maryland
$2.26M
LWAC
1233
Laurel Wealth Advisors (California)
California
$2.26M -$27.4K -60 -1%
SS
1234
Simplicity Solutions
Minnesota
$2.26M +$7.76K +17 +0.3%
GD
1235
Grandfield & Dodd
New York
$2.25M -$79.4K -174 -3%
FMN
1236
Financial Management Network
California
$2.25M -$11.4K -25 -0.5%
WP
1237
WealthSpring Partners
California
$2.24M -$26.5K -58 -1%
WMC
1238
Westwood Management Corporation
Illinois
$2.24M
FMAEN1
1239
Fund Management at Engine No 1
California
$2.22M +$280K +613 +14%
OSNBOA
1240
Old Second National Bank of Aurora
Illinois
$2.22M +$128K +281 +6%
SN
1241
Sittner & Nelson
Oregon
$2.21M +$115K +251 +5%
MOS
1242
MGO One Seven
Ohio
$2.21M +$82.2K +180 +4%
BFA
1243
Beaumont Financial Advisors
Massachusetts
$2.21M +$80.8K +177 +4%
FWM
1244
Forefront Wealth Management
Pennsylvania
$2.2M +$413K +898 +23%
YWP
1245
YorkBridge Wealth Partners
New York
$2.2M +$27.4K +60 +1%
PFA
1246
Pure Financial Advisors
California
$2.2M +$299K +656 +16%
Skandinaviska Enskilda Banken (SEB)
1247
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.2M -$1.07M -2,349 -33%
CCIA
1248
Cherry Creek Investment Advisors
Colorado
$2.19M +$6.39K +14 +0.3%
GIM
1249
Grassi Investment Management
California
$2.18M +$4.57K +10 +0.2%
SSWM
1250
Sheets Smith Wealth Management
North Carolina
$2.18M -$68.5K -150 -3%