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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 %
RIM
1326
Regent Investment Management
Kentucky
$1.85M +$1.07M +2,352 +138%
DWM
1327
Darwin Wealth Management
Florida
$1.84M -$192K -396 -9%
XT
1328
XTX Topco
Cayman Islands
$1.83M +$318K +697 +21%
I
1329
INVST
Indiana
$1.83M -$31.7K -62 -2%
PP
1330
PDT Partners
New York
$1.83M -$639K -1,400 -26%
HPCM
1331
Hunter Perkins Capital Management
Illinois
$1.83M
SBIA
1332
Sheaff Brock Investment Advisors
Indiana
$1.82M +$8.22K +18 +0.5%
DIA
1333
Dana Investment Advisors
Wisconsin
$1.82M -$128K -280 -7%
AWA
1334
Alta Wealth Advisors
Massachusetts
$1.82M +$31K +68 +2%
LWMM
1335
Legacy Wealth Management (Mississippi)
Mississippi
$1.82M -$10.5K -23 -0.6%
GWM
1336
GSB Wealth Management
Connecticut
$1.81M -$307K -673 -14%
CI
1337
Conning Inc
Connecticut
$1.81M -$12.3K -27 -0.7%
CFA
1338
Capstone Financial Advisors
Illinois
$1.81M
HH
1339
HWG Holdings
Texas
$1.8M +$323K +708 +22%
DFA
1340
Delta Financial Advisors
Louisiana
$1.8M +$456 +1 +0%
OBGC
1341
O'Brien Greene & Co
Pennsylvania
$1.8M -$3.68M -8,063 -67%
RCAG
1342
Rehmann Capital Advisory Group
Michigan
$1.78M +$448K +981 +34%
ZCA
1343
Zeke Capital Advisors
Pennsylvania
$1.78M +$615K +1,348 +53%
SAM
1344
Seelaus Asset Management
New Jersey
$1.78M
FIM
1345
Freedom Investment Management
Connecticut
$1.78M +$85.4K +187 +5%
MPW
1346
Monterey Private Wealth
California
$1.77M +$20.5K +45 +1%
AWM
1347
Aries Wealth Management
Maine
$1.77M +$61.6K +135 +4%
LJCM
1348
Lee Johnson Capital Management
Texas
$1.77M +$32.4K +71 +2%
CAWM
1349
Capital Advisors Wealth Management
Washington
$1.77M -$16.4K -36 -0.9%
LRIA
1350
Leonard Rickey Investment Advisors
Washington
$1.77M +$1.08M +2,372 +159%