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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 %
ACM
1251
Alpha Capital Management
Texas
$2.18M -$11.4K -25 -0.5%
DPIM
1252
Duff & Phelps Investment Management
Illinois
$2.17M
XF
1253
XML Financial
Maryland
$2.16M -$36.1K -79 -2%
PWM
1254
Peterson Wealth Management
Nevada
$2.16M +$509K +1,116 +31%
AAS
1255
Ameritas Advisory Services
Nebraska
$2.16M +$513K +1,124 +31%
RIP
1256
RAM Investment Partners
Washington
$2.15M +$2.15M +4,719 New
SC
1257
Saturna Capital
Washington
$2.13M -$5.02K -11 -0.2%
SRG
1258
SBB Research Group
Illinois
$2.12M -$587K -1,286 -22%
FWP
1259
FAS Wealth Partners
Kansas
$2.11M +$210K +460 +11%
AWM
1260
Ameliora Wealth Management
Switzerland
$2.11M -$16.4K -36 -0.8%
KA
1261
Kovack Advisors
Florida
$2.11M +$32.9K +72 +2%
CIAS
1262
Capital Investment Advisory Services
North Carolina
$2.11M +$100K +220 +5%
GPA
1263
Garrison Point Advisors
California
$2.11M -$52.5K -115 -2%
CA
1264
Continuum Advisory
Idaho
$2.1M +$35.2K +77 +2%
RIA
1265
Realta Investment Advisors
Delaware
$2.1M +$810K +1,775 +63%
OPS
1266
Orion Portfolio Solutions
Nebraska
$2.09M +$6.39K +14 +0.3%
AW
1267
Alaethes Wealth
Nevada
$2.09M +$443K +971 +27%
HCCM
1268
Hudson Canyon Capital Management
New York
$2.08M -$45.7K -100 -2%
BBNB
1269
Baker Boyer National Bank
Washington
$2.08M
HH
1270
Hilltop Holdings
Texas
$2.07M -$1.03M -2,266 -33%
FI
1271
Financial Insights
Washington
$2.07M +$302K +661 +17%
CW
1272
CreativeOne Wealth
Kansas
$2.07M -$156K -342 -7%
PWMAG
1273
Pinnacle Wealth Management Advisory Group
New Jersey
$2.06M -$116K -255 -5%
ANTB
1274
AMG National Trust Bank
Colorado
$2.06M -$37.9K -83 -2%
QI
1275
Qtron Investments
Massachusetts
$2.05M -$198K -434 -9%