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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
HH
1351
Hilltop Holdings
Texas
$2.08M +$85.2K +148 +4%
KFP
1352
KMG Fiduciary Partners
Ohio
$2.07M +$13.2K +23 +0.6%
SIM
1353
Sentry Investment Management
Wisconsin
$2.06M -$346K -600 -14%
BFA
1354
Benedict Financial Advisors
Georgia
$2.05M -$2.3K -4 -0.1%
SIA
1355
SeaBridge Investment Advisors
New Jersey
$2.05M -$122K -212 -6%
LAIC
1356
Lederer & Associates Investment Counsel
California
$2.05M -$38.6K -67 -2%
FFS
1357
Founders Financial Securities
Maryland
$2.05M -$1.73K -3 -0.1%
PCM
1358
Pointe Capital Management
Michigan
$2.04M
FC
1359
Forte Capital
New York
$2.04M
RWI
1360
Red Wave Investments
Pennsylvania
$2.04M +$716K +1,244 +54%
LJCM
1361
Lee Johnson Capital Management
Texas
$2.04M +$18.4K +32 +0.9%
CPSC
1362
Carl P. Sherr & Co
Massachusetts
$2.04M -$28.8K -50 -1%
BB
1363
Busey Bank
Illinois
$2.03M -$94.5K -164 -4%
WCF
1364
West Coast Financial
California
$2.03M -$87K -151 -4%
FANJ
1365
Financial Architects (New Jersey)
New Jersey
$2.02M -$144K -250 -7%
OPW
1366
Oxler Private Wealth
New York
$2.02M +$2.88K +5 +0.1%
JWCA
1367
J.W. Coons Advisors
Ohio
$2.02M +$83.6K +145 +4%
III
1368
Independent Investors Inc
New York
$2.01M
MMPW
1369
Mitchell McLeod Pugh & Williams
Alabama
$2.01M -$25.9K -45 -1%
IP
1370
Interval Partners
New York
$2M +$2M +3,480 New
BCCM
1371
Bridge Creek Capital Management
Massachusetts
$2M +$98.5K +171 +5%
AWA
1372
Arete Wealth Advisors
Illinois
$1.99M -$190K -330 -9%
RIA
1373
Realta Investment Advisors
Delaware
$1.99M +$439K +763 +28%
CFP
1374
Curran Financial Partners
South Carolina
$1.98M +$22.5K +39 +1%
MCM
1375
Maryland Capital Management
Maryland
$1.98M +$64.5K +112 +3%