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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 %
IRAG
1351
Investment Research & Advisory Group
Georgia
$1.77M +$91.6K +194 +5%
VWA
1352
V Wealth Advisors
Kansas
$1.77M -$400K -846 -18%
CIA
1353
Choate Investment Advisors
Massachusetts
$1.77M -$23.6K -50 -1%
WAM
1354
Werlinich Asset Management
Connecticut
$1.77M
KF
1355
Krilogy Financial
Missouri
$1.76M +$62.8K +133 +4%
IF
1356
Ironwood Financial
Arizona
$1.76M
HIM
1357
Hotaling Investment Management
Pennsylvania
$1.76M +$3.31K +7 +0.2%
ACM
1358
Allred Capital Management
Texas
$1.75M +$944 +2 +0.1%
AIS
1359
AM Investment Strategies
Tennessee
$1.75M +$24.1K +51 +1%
FIM
1360
Freedom Investment Management
Connecticut
$1.75M -$27.4K -58 -2%
EGM
1361
Engineers Gate Manager
New York
$1.74M -$6.24M -13,206 -78%
CCMG
1362
Clark Capital Management Group
Pennsylvania
$1.74M -$50.5K -107 -3%
CWM
1363
Cornerstone Wealth Management
Missouri
$1.74M -$34K -72 -2%
CAM
1364
Columbia Asset Management
Michigan
$1.73M -$228K -483 -12%
BG
1365
Bollard Group
Massachusetts
$1.73M -$7.27M -15,397 -81%
SP
1366
Symmetry Partners
Connecticut
$1.73M
OPPTF
1367
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.73M +$9.46K +20 +0.6%
BC
1368
Burney Company
Virginia
$1.73M +$659K +1,395 +62%
BFA
1369
Benedict Financial Advisors
Georgia
$1.72M +$3.31K +7 +0.2%
WWM
1370
WT Wealth Management
Arizona
$1.72M -$33.1K -70 -2%
PAM
1371
Premier Asset Management
Illinois
$1.71M -$474K -1,004 -22%
DDC
1372
DF Dent & Co
Maryland
$1.71M +$263K +558 +18%
FBT
1373
First Bankers Trust
Kentucky
$1.71M +$206K +437 +14%
PWM
1374
Peterson Wealth Management
Nevada
$1.71M +$196K +416 +13%
JWCA
1375
J.W. Coons Advisors
Ohio
$1.71M +$123K +260 +8%