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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 %
AIA
1451
Avalon Investment & Advisory
Texas
$1.46M -$30.7K -65 -2%
MG
1452
Mather Group
Illinois
$1.46M +$79.8K +169 +6%
SAM
1453
Sabadell Asset Management
Spain
$1.46M
FCM
1454
Fairbanks Capital Management
California
$1.45M +$6.14K +13 +0.4%
NL
1455
NVWM LLC
Pennsylvania
$1.45M -$34K -72 -2%
BCCM
1456
Bridge Creek Capital Management
Massachusetts
$1.45M -$2.83K -6 -0.2%
GWMIA
1457
Global Wealth Management Investment Advisory
Florida
$1.45M +$40.6K +86 +3%
OFG
1458
Oxford Financial Group
Indiana
$1.45M -$14.6K -31 -1%
DCM
1459
Dupont Capital Management
Delaware
$1.45M -$1.48M -3,128 -51%
MSFP
1460
Mark Sheptoff Financial Planning
Connecticut
$1.45M +$24.1K +51 +2%
CIC
1461
Crawford Investment Counsel
Georgia
$1.44M -$142K -300 -9%
PGWM
1462
Parisi Gray Wealth Management
New Jersey
$1.44M -$1.06M -2,252 -42%
VCP
1463
Vista Capital Partners
Oregon
$1.44M +$208K +441 +17%
SIM
1464
Sentry Investment Management
Wisconsin
$1.44M
TCA
1465
Transcend Capital Advisors
New Jersey
$1.43M +$60.4K +128 +4%
PFGIA
1466
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M -$100K -212 -7%
WCM
1467
Whitener Capital Management
North Carolina
$1.43M +$37.8K +80 +3%
CFO
1468
Colony Family Offices
North Carolina
$1.43M
TCM
1469
Tufton Capital Management
Maryland
$1.42M +$2.36K +5 +0.2%
PTP
1470
Platform Technology Partners
New York
$1.42M -$16.1K -34 -1%
RWA
1471
River Wealth Advisors
Pennsylvania
$1.42M +$187K +396 +15%
RWA
1472
Ropes Wealth Advisors
Massachusetts
$1.42M +$25K +53 +2%
FWA
1473
FSM Wealth Advisors
Ohio
$1.42M +$58.6K +124 +4%
WP
1474
Waycross Partners
Kentucky
$1.42M -$1.35M -2,856 -49%
MCM
1475
McDonough Capital Management
Florida
$1.42M -$66.1K -140 -4%