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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 %
CBB
1551
Citizens Business Bank
California
$1.48M +$119K +206 +9%
TCA
1552
Transcend Capital Advisors
New Jersey
$1.48M +$93.8K +163 +7%
CM
1553
Crestline Management
Texas
$1.47M +$1.47M +2,559 New
ACS
1554
Archford Capital Strategies
Illinois
$1.47M +$60.4K +105 +4%
HPWM
1555
Highland Private Wealth Management
Washington
$1.47M +$69.7K +121 +5%
VCP
1556
Vista Capital Partners
Oregon
$1.47M -$106K -184 -7%
CSB
1557
City State Bank
Iowa
$1.46M -$28.2K -49 -2%
NC
1558
NovaPoint Capital
Georgia
$1.46M -$88.1K -153 -6%
MCC
1559
Malaga Cove Capital
California
$1.46M
Financial Engines Advisors
1560
Financial Engines Advisors
California
$1.45M +$869K +1,509 +150%
EWM
1561
EPG Wealth Management
Georgia
$1.45M +$15K +26 +1%
SSI
1562
Scott & Selber Inc
Texas
$1.45M -$14.4K -25 -1%
ADIM
1563
Alpha DNA Investment Management
Maryland
$1.44M -$507K -881 -26%
TWM
1564
Tradition Wealth Management
Minnesota
$1.44M +$18.4K +32 +1%
CBFP
1565
Cedar Brook Financial Partners
Ohio
$1.44M -$56.4K -98 -4%
AA
1566
Apriem Advisors
California
$1.44M +$11.5K +20 +0.8%
MIM
1567
Meridiem Investment Management
United Kingdom
$1.43M -$202K -350 -12%
RP
1568
Rice Partnership
Hawaii
$1.43M +$84.7K +147 +6%
OWP
1569
Obermeyer Wealth Partners
Colorado
$1.43M -$7.48K -13 -0.5%
OCM
1570
Orion Capital Management
California
$1.43M +$24.2K +42 +2%
SVWAG
1571
Sound View Wealth Advisors Group
Georgia
$1.43M +$34K +59 +2%
NQWM
1572
Northwest Quadrant Wealth Management
Oregon
$1.43M -$148K -257 -9%
WA
1573
Wealth Advisors
California
$1.42M
HCM
1574
Howland Capital Management
Massachusetts
$1.42M +$69.1K +120 +5%
MP
1575
McDonald Partners
Ohio
$1.42M +$1.42M +2,462 New