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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 %
PMIA
1301
Patrick Mauro Investment Advisor
Illinois
$1.94M +$12.8K +28 +0.7%
FNBT
1302
FineMark National Bank & Trust
Florida
$1.93M +$85.8K +188 +5%
DL
1303
DOHJ LLC
Washington
$1.93M +$36.5K +80 +2%
OAM
1304
Oak Asset Management
California
$1.93M
EFS
1305
Essex Financial Services
Connecticut
$1.93M -$28.7K -63 -1%
PCOC
1306
Power Corp of Canada
Canada
$1.93M
PAM
1307
Peak Asset Management
Colorado
$1.93M -$29.7K -65 -2%
NMG
1308
New Millennium Group
Utah
$1.93M -$1.37K -3 -0.1%
CSC
1309
Caldwell Sutter Capital
California
$1.92M +$1.92M +4,210 New
JWM
1310
JGP Wealth Management
Oregon
$1.91M -$97.7K -214 -5%
AF
1311
Advisornet Financial
Minnesota
$1.91M -$129K -283 -6%
SA
1312
Strategic Advisors
New York
$1.91M -$66.6K -146 -3%
JIR
1313
James Investment Research
Ohio
$1.91M +$893K +1,957 +88%
BWP
1314
Balboa Wealth Partners
Arizona
$1.91M +$83.1K +182 +5%
SSWM
1315
Smith Salley Wealth Management
North Carolina
$1.9M +$141K +308 +8%
MWA
1316
Moser Wealth Advisors
Washington
$1.9M +$52.5K +115 +3%
AC
1317
AlphaCore Capital
California
$1.89M +$324K +709 +21%
NHC
1318
Nicholas Hoffman & Company
Georgia
$1.89M +$15.5K +34 +0.8%
SHGA
1319
Sand Hill Global Advisors
California
$1.89M -$3.65K -8 -0.2%
LP
1320
LMR Partners
United Kingdom
$1.89M -$1.48M -3,252 -44%
WG
1321
Winton Group
United Kingdom
$1.89M +$818K +1,791 +77%
MIM
1322
MTM Investment Management
South Carolina
$1.88M +$4.56K +10 +0.2%
SFS
1323
Strategic Financial Services
New York
$1.87M -$525K -1,149 -22%
BMC
1324
Beaton Management Company
Massachusetts
$1.86M -$5.48K -12 -0.3%
KWS
1325
Keystone Wealth Services
California
$1.86M +$87.2K +191 +5%