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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 %
SWP
1401
Strategic Wealth Partners
Ohio
$1.62M +$24.2K +53 +2%
OQS
1402
Occudo Quantitative Strategies
Florida
$1.61M -$4.93M -10,809 -75%
BOM
1403
Bank of Marin
California
$1.61M +$44.7K +98 +3%
OPW
1404
Oxler Private Wealth
New York
$1.61M +$5.93K +13 +0.4%
QPWM
1405
Quadrant Private Wealth Management
Pennsylvania
$1.61M +$1.61M +3,518 New
LCM
1406
Legato Capital Management
California
$1.6M +$1.6M +3,503 New
HVIA
1407
Hudson Valley Investment Advisors
New York
$1.6M -$331K -726 -17%
CFG
1408
Cooper Financial Group
California
$1.6M +$102K +224 +7%
BHIC
1409
Bassett Hargrove Investment Counsel
Delaware
$1.6M -$14.6K -32 -0.9%
CS
1410
Comerica Securities
Michigan
$1.59M +$55.2K +121 +4%
CCMG
1411
Clark Capital Management Group
Pennsylvania
$1.59M -$89K -195 -5%
HWP
1412
Highline Wealth Partners
California
$1.59M
PFA
1413
Peak Financial Advisors
Colorado
$1.59M +$1.59M +3,478 New
WFC
1414
Western Financial Corp
California
$1.58M +$70.8K +155 +5%
CL
1415
CIM LLC
New York
$1.58M +$50.6K +101 +3%
IRAG
1416
Investment Research & Advisory Group
Georgia
$1.58M -$138K -302 -8%
PCM
1417
Pointe Capital Management
Michigan
$1.58M -$45.7K -100 -3%
WCF
1418
West Coast Financial
California
$1.57M -$13.2K -29 -0.8%
CT
1419
Columbia Trust
Oregon
$1.57M -$1.83K -4 -0.1%
SP
1420
Symmetry Partners
Connecticut
$1.57M -$103K -225 -6%
AGC
1421
Aspen Grove Capital
Colorado
$1.57M +$1.57M +3,431 New
BA
1422
BCM Advisors
Louisiana
$1.56M
WAP
1423
Wealthcare Advisory Partners
Pennsylvania
$1.56M +$258K +565 +20%
CFP
1424
Curran Financial Partners
South Carolina
$1.56M -$35.2K -77 -2%
TIA
1425
Tiemann Investment Advisors
California
$1.56M +$17.8K +39 +1%