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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
1526
BDO Wealth Advisors
Florida
$1.53M -$25.3K -44 -2%
5L
1527
55I LLC
Massachusetts
$1.53M +$561K +974 +58%
AC
1528
Apella Capital
Connecticut
$1.53M +$453K +787 +42%
MC
1529
Martin & Co
Tennessee
$1.52M -$139K -242 -8%
CL
1530
CIM LLC
New York
$1.52M +$1.52M +2,599 New
WFC
1531
Western Financial Corp
California
$1.51M +$1.51M +2,629 New
AP
1532
Americana Partners
Texas
$1.51M -$10.9K -24 -0.7%
PFM
1533
Parsec Financial Management
North Carolina
$1.51M +$232K +403 +18%
SAMC
1534
Spectrum Asset Management (California)
California
$1.5M -$38.6K -67 -3%
EIP
1535
Ellis Investment Partners
Pennsylvania
$1.5M -$24.2K -42 -2%
SSG
1536
Summit Securities Group
New York
$1.5M -$513K -891 -25%
CW
1537
Connectus Wealth
Ohio
$1.5M -$660K -1,146 -31%
CCM
1538
Compton Capital Management
Rhode Island
$1.5M -$2.88K -5 -0.2%
GM
1539
GeoWealth Management
Illinois
$1.5M -$486K -844 -24%
FUBT
1540
First United Bank & Trust
Maryland
$1.5M -$46.1K -80 -3%
APIM
1541
Agate Pass Investment Management
Washington
$1.5M +$27.6K +48 +2%
CC
1542
Constitution Capital
Connecticut
$1.5M +$633K +1,100 +73%
AWC
1543
Abundance Wealth Counselors
Pennsylvania
$1.49M +$73.1K +127 +5%
ZCA
1544
Zeke Capital Advisors
Pennsylvania
$1.49M +$1.28M +2,223 +609%
MCM
1545
Manchester Capital Management
Vermont
$1.49M -$4.61K -8 -0.3%
WP
1546
WMS Partners
Maryland
$1.49M +$461K +800 +45%
IIA
1547
Integral Investment Advisors
California
$1.48M +$555K +964 +60%
IAMOG
1548
Investors Asset Management of Georgia
Georgia
$1.48M
CPIA
1549
Cornell Pochily Investment Advisors
New York
$1.48M -$38K -66 -3%
MIA
1550
MMBG Investment Advisors
Florida
$1.48M