COST icon

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 %
NMG
1301
New Millennium Group
Utah
$1.99M +$15.1K +32 +0.8%
EC
1302
Enhancing Capital
Pennsylvania
$1.99M
PMIA
1303
Patrick Mauro Investment Advisor
Illinois
$1.99M +$1.99M +4,215 New
RWA
1304
RGT Wealth Advisors
Texas
$1.98M -$68.9K -146 -3%
FWP
1305
FAS Wealth Partners
Kansas
$1.97M +$272K +576 +16%
SFO
1306
Stokes Family Office
Louisiana
$1.97M +$286K +606 +17%
PFA
1307
Pure Financial Advisors
California
$1.97M +$515K +1,091 +36%
DL
1308
DOHJ LLC
Washington
$1.96M +$127K +269 +7%
SHGA
1309
Sand Hill Global Advisors
California
$1.96M -$75.5K -160 -4%
PRC
1310
Pearl River Capital
Michigan
$1.95M +$1.95M +4,118 New
NHC
1311
Nicholas Hoffman & Company
Georgia
$1.94M +$69K +146 +4%
DWM
1312
Darwin Wealth Management
Florida
$1.94M -$184K -397 -9%
KTC
1313
Kistler-Tiffany Companies
Pennsylvania
$1.94M +$16.1K +34 +0.8%
MIM
1314
MTM Investment Management
South Carolina
$1.94M +$944 +2 +0%
BMC
1315
Beaton Management Company
Massachusetts
$1.93M
FNBT
1316
FineMark National Bank & Trust
Florida
$1.91M -$227K -481 -11%
MWA
1317
Moser Wealth Advisors
Washington
$1.91M +$59.5K +126 +3%
DAM
1318
Doheny Asset Management
California
$1.9M +$1.9M +4,029 New
IWA
1319
IBEX Wealth Advisors
New Jersey
$1.9M +$1.5M +3,172 +374%
LWMM
1320
Legacy Wealth Management (Mississippi)
Mississippi
$1.89M -$43K -91 -2%
HPCM
1321
Hunter Perkins Capital Management
Illinois
$1.89M -$236K -500 -11%
CI
1322
Conning Inc
Connecticut
$1.89M -$153K -323 -7%
BWP
1323
Balboa Wealth Partners
Arizona
$1.89M +$1.89M +3,997 New
AWM
1324
Aries Wealth Management
Maine
$1.88M +$56.7K +113 +3%
BG
1325
Benedetti & Gucer
Georgia
$1.88M +$9.45K +20 +0.5%