COST icon

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 %
GLR
1351
Great Lakes Retirement
Ohio
$1.77M +$1.77M +3,866 New
ACM
1352
Ardent Capital Management
Ohio
$1.76M +$1.76M +3,861 New
AIIMS
1353
Analyst IMS Investment Management Services
Israel
$1.76M
AAM
1354
Ascension Asset Management
New York
$1.76M
KFP
1355
KMG Fiduciary Partners
Ohio
$1.75M -$39.3K -86 -2%
FBT
1356
First Bankers Trust
Kentucky
$1.75M +$97.2K +213 +6%
FFM
1357
Fullerton Fund Management
Singapore
$1.75M -$5.45M -11,929 -76%
FANJ
1358
Financial Architects (New Jersey)
New Jersey
$1.74M +$21.5K +47 +1%
MLA
1359
My Legacy Advisors
Oregon
$1.74M +$90.1K +175 +5%
CIA
1360
Choate Investment Advisors
Massachusetts
$1.74M +$32.4K +71 +2%
CA
1361
CoreCap Advisors
Michigan
$1.74M +$109K +238 +7%
BFA
1362
Benedict Financial Advisors
Georgia
$1.74M +$76.7K +168 +5%
WAM
1363
Werlinich Asset Management
Connecticut
$1.73M +$19.6K +43 +1%
RWA
1364
River Wealth Advisors
Pennsylvania
$1.72M +$349K +764 +25%
STA
1365
Summit Trail Advisors
New York
$1.71M -$21.9K -48 -1%
HIM
1366
Hotaling Investment Management
Pennsylvania
$1.71M +$16.9K +37 +1%
PA
1367
Prossimo Advisors
California
$1.71M +$1.71M +3,753 New
GWS
1368
Glassman Wealth Services
Virginia
$1.71M +$86.3K +189 +5%
MTC
1369
Matrix Trust Company
Colorado
$1.7M +$494K +1,081 +41%
VWA
1370
V Wealth Advisors
Kansas
$1.7M -$8.22K -18 -0.5%
KF
1371
Krilogy Financial
Missouri
$1.7M +$3.65K +8 +0.2%
SIS
1372
Strategic Investment Solutions
Illinois
$1.7M +$1.7M +3,250 New
IF
1373
Ironwood Financial
Arizona
$1.7M
MG
1374
Mather Group
Illinois
$1.69M +$283K +621 +20%
AIS
1375
AM Investment Strategies
Tennessee
$1.69M