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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 %
TF
1476
Trek Financial
Arizona
$1.41M -$26K -57 -2%
ACMA
1477
Arbor Capital Management (Alaska)
Alaska
$1.4M -$119K -265 -8%
MSFP
1478
Mark Sheptoff Financial Planning
Connecticut
$1.4M +$3.65K +8 +0.3%
FCM
1479
Fairbanks Capital Management
California
$1.4M -$4.57K -10 -0.3%
MWM
1480
Massachusetts Wealth Management
Massachusetts
$1.4M +$1.4M +2,730 New
AIA
1481
Avalon Investment & Advisory
Texas
$1.39M -$18.3K -40 -1%
RWA
1482
Ropes Wealth Advisors
Massachusetts
$1.39M +$19.2K +42 +1%
CFO
1483
Colony Family Offices
North Carolina
$1.38M
APIM
1484
Agate Pass Investment Management
Washington
$1.38M +$270K +591 +24%
FDS
1485
First Dallas Securities
Texas
$1.38M +$143K +313 +12%
SMWM
1486
Silvia McColl Wealth Management
California
$1.38M +$1.38M +3,018 New
CWS
1487
Cypress Wealth Services
California
$1.38M +$5.94K +13 +0.4%
FWA
1488
FSM Wealth Advisors
Ohio
$1.37M +$4.57K +10 +0.3%
WPW
1489
Waldron Private Wealth
Pennsylvania
$1.37M
SACTSONJ
1490
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.37M
WP
1491
Waycross Partners
Kentucky
$1.37M
CWM
1492
Compass Wealth Management
Connecticut
$1.37M +$1.37M +2,997 New
SS
1493
Sunbelt Securities
Texas
$1.37M +$84K +184 +7%
CIC
1494
Crawford Investment Counsel
Georgia
$1.36M -$31K -68 -2%
NPA
1495
Nichols & Pratt Advisers
Massachusetts
$1.36M -$457 -1 -0%
SIG
1496
Sky Investment Group
Connecticut
$1.36M +$20.1K +44 +2%
PFGIA
1497
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M -$28.3K -62 -2%
CRC
1498
Curi RMB Capital
Illinois
$1.35M +$88.1K +193 +7%
NL
1499
NVWM LLC
Pennsylvania
$1.35M -$54.8K -120 -4%
SM
1500
STF Management
Texas
$1.35M +$1.35M +2,950 New