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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 %
FAG
1501
Fortitude Advisory Group
Washington
$1.36M +$37.3K +79 +3%
PFG
1502
Peterson Financial Group
Iowa
$1.36M +$1.36M +2,873 New
SCI
1503
S&CO Inc
Massachusetts
$1.36M
WA
1504
WESPAC Advisors
California
$1.35M -$823K -1,743 -38%
TFP
1505
Tilia Fiduciary Partners
North Carolina
$1.35M -$44.8K -95 -3%
WAP
1506
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$86K +182 +7%
PFP
1507
Paragon Financial Partners
California
$1.35M
SHFA
1508
SC&H Financial Advisors
Maryland
$1.33M -$161K -340 -11%
BWA
1509
BDO Wealth Advisors
Florida
$1.33M +$33.1K +70 +3%
RIA
1510
Realta Investment Advisors
Delaware
$1.33M -$193K -409 -13%
CWM
1511
Chemistry Wealth Management
New York
$1.33M
AIM
1512
Aspen Investment Management
Michigan
$1.33M -$1.89K -4 -0.1%
CMI
1513
Clare Market Investments
Texas
$1.33M +$245K +518 +23%
MC
1514
Martin & Co
Tennessee
$1.33M +$43.9K +93 +3%
SS
1515
Sunbelt Securities
Texas
$1.33M -$86K -182 -6%
FBFS
1516
First Business Financial Services
Wisconsin
$1.32M -$33.5K -71 -2%
CM
1517
Castleark Management
Illinois
$1.32M
IP
1518
Investment Partners
Ohio
$1.32M +$360K +762 +37%
SV
1519
Sturgeon Ventures
United Kingdom
$1.32M +$1.32M +2,800 New
SHFA
1520
SS&H Financial Advisors
Michigan
$1.32M
ACS
1521
Archford Capital Strategies
Illinois
$1.32M +$82.6K +175 +7%
CIM
1522
CIM Investment Management
Pennsylvania
$1.32M
CPIA
1523
Cornell Pochily Investment Advisors
New York
$1.32M -$4.25K -9 -0.3%
RWB
1524
RMR Wealth Builders
New Jersey
$1.31M +$21.3K +45 +2%
AFS
1525
Aft Forsyth & Sober
Florida
$1.31M