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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 %
WWM
1376
WT Wealth Management
Arizona
$1.69M +$30.1K +66 +2%
USGIU
1377
U.S. Global Investors (USGI)
Texas
$1.69M +$1.69M +3,700 New
ACM
1378
Allred Capital Management
Texas
$1.68M -$8.68K -19 -0.5%
GLA
1379
Great Lakes Advisors
Illinois
$1.68M +$130K +2,617 +8%
BG
1380
Benedetti & Gucer
Georgia
$1.68M -$139K -305 -8%
CCFM
1381
Clear Creek Financial Management
Washington
$1.68M +$35.6K +78 +2%
BG
1382
Bollard Group
Massachusetts
$1.67M +$1.83K +4 +0.1%
NFG
1383
Northeast Financial Group
Pennsylvania
$1.67M -$1.05M -2,303 -39%
MCC
1384
Malaga Cove Capital
California
$1.67M +$119K +260 +8%
CAM
1385
Columbia Asset Management
Michigan
$1.67M -$8.68K -19 -0.5%
TWM
1386
TriaGen Wealth Management
California
$1.67M +$33.3K +73 +2%
RA
1387
Rockingstone Advisors
Massachusetts
$1.67M +$1.67M +3,651 New
SIA
1388
Schear Investment Advisers
Ohio
$1.66M +$1.66M +3,628 New
FC
1389
Forte Capital
New York
$1.65M +$29.2K +64 +2%
JWCA
1390
J.W. Coons Advisors
Ohio
$1.65M -$2.28K -5 -0.1%
TCA
1391
Transcend Capital Advisors
New Jersey
$1.64M +$258K +565 +19%
HT
1392
Headlands Technologies
Illinois
$1.64M +$1.64M +3,597 New
FBT
1393
First Bank & Trust
South Dakota
$1.64M +$308K +674 +23%
WA
1394
Wambolt & Associates
Colorado
$1.64M +$118K +259 +8%
SAM
1395
Synergy Asset Management
Washington
$1.63M +$193K +423 +13%
IAS
1396
Insigneo Advisory Services
Florida
$1.63M +$1.63M +3,573 New
PCM
1397
Princeton Capital Management
New Jersey
$1.63M +$105K +229 +7%
BW
1398
Bison Wealth
Georgia
$1.62M +$18.1K +36 +1%
CWMU
1399
Caliber Wealth Management (Utah)
Utah
$1.62M -$823K -1,803 -34%
CPSC
1400
Carl P. Sherr & Co
Massachusetts
$1.62M +$9.13K +20 +0.6%