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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 %
SIM
1501
Sentry Investment Management
Wisconsin
$1.35M -$42K -92 -3%
BCA
1502
Bay Colony Advisors
Massachusetts
$1.34M +$21.5K +47 +2%
CS
1503
Cannell & Spears
New York
$1.34M +$329K +720 +32%
MCM
1504
McDonough Capital Management
Florida
$1.34M -$26K -57 -2%
OL
1505
Optas LLC
Texas
$1.34M -$34.2K -75 -2%
PPW
1506
Parcion Private Wealth
Washington
$1.33M -$4.57K -10 -0.3%
TA
1507
Trellis Advisors
Washington
$1.33M +$1.01M +2,214 +312%
NFG
1508
Nadler Financial Group
Illinois
$1.33M -$13.7K -30 -1%
VWM
1509
Vigilare Wealth Management
Arizona
$1.33M -$90.8K -199 -6%
FBB
1510
Fulton Breakefield Broenniman
Maryland
$1.33M +$83.1K +182 +7%
RCM
1511
RNC Capital Management
California
$1.33M -$15.5K -34 -1%
ACM
1512
Argent Capital Management
Missouri
$1.32M
SRAM
1513
Spouting Rock Asset Management
Pennsylvania
$1.32M
III
1514
Independent Investors Inc
New York
$1.32M -$274K -600 -17%
CPIA
1515
Cornell Pochily Investment Advisors
New York
$1.31M +$41.5K +91 +3%
TFP
1516
Tilia Fiduciary Partners
North Carolina
$1.31M +$6.39K +14 +0.5%
SCI
1517
S&CO Inc
Massachusetts
$1.31M
RFG
1518
RFP Financial Group
Georgia
$1.31M +$1.31M +2,864 New
CWM
1519
Chemistry Wealth Management
New York
$1.31M +$18.3K +40 +1%
LAIC
1520
Lederer & Associates Investment Counsel
California
$1.31M -$8.67K -19 -0.7%
PFP
1521
Paragon Financial Partners
California
$1.3M
WAS
1522
Winch Advisory Services
Wisconsin
$1.3M -$28.8K -63 -2%
RT
1523
Rockland Trust
Massachusetts
$1.3M -$33.3K -73 -3%
MC
1524
Martin & Co
Tennessee
$1.3M +$13.7K +30 +1%
FUBT
1525
First United Bank & Trust
Maryland
$1.3M -$34.7K -76 -3%