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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 %
HFG
1526
Heron Financial Group
New York
$1.29M -$30.6K -68 -2%
SAM
1527
Strategy Asset Managers
California
$1.29M -$21.9K -48 -2%
BWA
1528
BDO Wealth Advisors
Florida
$1.29M
NFSG
1529
Newbridge Financial Services Group
Florida
$1.29M -$43.8K -96 -3%
CM
1530
Castleark Management
Illinois
$1.28M
CMI
1531
Clare Market Investments
Texas
$1.28M -$8.67K -19 -0.7%
FBFS
1532
First Business Financial Services
Wisconsin
$1.28M -$2.28K -5 -0.2%
SHFA
1533
SS&H Financial Advisors
Michigan
$1.28M
HWA
1534
Heritage Wealth Advisors
Virginia
$1.28M -$192K -420 -13%
GG
1535
Golden Green
South Carolina
$1.27M +$470K +1,029 +58%
RWB
1536
RMR Wealth Builders
New Jersey
$1.27M +$3.2K +7 +0.3%
AWA
1537
Arkadios Wealth Advisors
Georgia
$1.27M +$296K +648 +30%
AFS
1538
Aft Forsyth & Sober
Florida
$1.27M
SXL
1539
Summit X LLC
Missouri
$1.27M -$12.5K -26 -1%
FNBOSM
1540
First National Bank of South Miami
Florida
$1.26M -$3.2K -7 -0.3%
JCM
1541
Jacobi Capital Management
Pennsylvania
$1.25M +$26K +57 +2%
GAM
1542
Grandview Asset Management
Pennsylvania
$1.25M -$11.9K -26 -0.9%
CIM
1543
CIM Investment Management
Pennsylvania
$1.24M -$33.3K -73 -3%
AC
1544
Apella Capital
Connecticut
$1.24M +$278K +610 +29%
AFC
1545
AFT Forsyth & Company
Florida
$1.24M +$7.76K +17 +0.6%
IAS
1546
Investment Advisory Services
Texas
$1.24M
EIA
1547
Eastover Investment Advisors
North Carolina
$1.24M -$3.65K -8 -0.3%
CHA
1548
Carmichael Hill & Associates
Maryland
$1.23M -$18.3K -40 -1%
BOH
1549
Bank of Hawaii
Hawaii
$1.23M -$16.4K -36 -1%
SHFA
1550
SC&H Financial Advisors
Maryland
$1.23M -$59.3K -130 -5%