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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 %
SBIA
1326
Sheaff Brock Investment Advisors
Indiana
$1.88M -$30.2K -64 -2%
CFA
1327
Capstone Financial Advisors
Illinois
$1.88M +$117K +248 +7%
DFA
1328
Delta Financial Advisors
Louisiana
$1.86M +$13.2K +28 +0.7%
VIA
1329
Vident Investment Advisory
Georgia
$1.86M +$366K +1,297 +25%
JF
1330
Jump Financial
Illinois
$1.85M +$423K +896 +30%
KFP
1331
KMG Fiduciary Partners
Ohio
$1.85M +$21.7K +46 +1%
AIIMS
1332
Analyst IMS Investment Management Services
Israel
$1.85M -$62.3K -130 -3%
AWA
1333
Alta Wealth Advisors
Massachusetts
$1.85M +$18.9K +40 +1%
CAWM
1334
Capital Advisors Wealth Management
Washington
$1.85M -$27.4K -58 -1%
MPW
1335
Monterey Private Wealth
California
$1.84M -$91.5K -191 -5%
FWM
1336
Forefront Wealth Management
Pennsylvania
$1.84M -$34K -72 -2%
SAM
1337
Seelaus Asset Management
New Jersey
$1.84M
EAM
1338
EFG Asset Management
Oregon
$1.84M +$188K +397 +11%
HFS
1339
Hantz Financial Services
Michigan
$1.84M +$110K +233 +6%
GC
1340
Garde Capital
Washington
$1.84M +$37.8K +80 +2%
SSG
1341
Summit Securities Group
New York
$1.84M +$890K +1,885 +94%
FI
1342
Financial Insights
Washington
$1.83M +$874K +1,850 +91%
KWS
1343
Keystone Wealth Services
California
$1.83M +$17.9K +38 +1%
SSWM
1344
Smith Salley Wealth Management
North Carolina
$1.82M +$6.14K +13 +0.3%
AAM
1345
Ascension Asset Management
New York
$1.82M
GBT
1346
Grove Bank & Trust
Florida
$1.82M +$4.72K +10 +0.3%
STA
1347
Summit Trail Advisors
New York
$1.8M -$33.5K -71 -2%
LJCM
1348
Lee Johnson Capital Management
Texas
$1.8M +$13.2K +28 +0.7%
AWS
1349
AJ Wealth Strategies
New York
$1.79M
FANJ
1350
Financial Architects (New Jersey)
New Jersey
$1.78M +$80.8K +171 +5%