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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 %
NC
1551
NovaPoint Capital
Georgia
$1.24M +$472 +1 +0%
WP
1552
WMS Partners
Maryland
$1.24M +$22.2K +47 +2%
PFM
1553
Parsec Financial Management
North Carolina
$1.24M +$4.72K +10 +0.4%
SIA
1554
Soltis Investment Advisors
Utah
$1.23M -$34K -72 -3%
CCA
1555
Cobblestone Capital Advisors
New York
$1.23M -$19.8K -42 -2%
CCM
1556
Compton Capital Management
Rhode Island
$1.23M -$13.2K -28 -1%
CP
1557
Capital Planning
Washington
$1.23M -$127K -270 -9%
ECA
1558
Elevated Capital Advisors
Utah
$1.22M +$1.22M +2,592 New
EWM
1559
EPG Wealth Management
Georgia
$1.22M +$67K +142 +6%
OWP
1560
Obermeyer Wealth Partners
Colorado
$1.22M +$21.2K +45 +2%
KA
1561
Kozak & Associates
Colorado
$1.22M +$14.6K +31 +1%
TWM
1562
Tradition Wealth Management
Minnesota
$1.22M +$37.3K +79 +3%
IAMOG
1563
Investors Asset Management of Georgia
Georgia
$1.21M
MIA
1564
MMBG Investment Advisors
Florida
$1.21M
CCMW
1565
Cypress Capital Management (Wyoming)
Wyoming
$1.2M -$16.5K -35 -1%
ZCA
1566
Zeke Capital Advisors
Pennsylvania
$1.2M +$52.9K +112 +5%
EIP
1567
Ellis Investment Partners
Pennsylvania
$1.2M +$472 +1 +0%
CNBTD
1568
Citizens National Bank Trust Department
Mississippi
$1.2M -$168K -355 -12%
MCM
1569
Manchester Capital Management
Vermont
$1.19M -$22.7K -48 -2%
CWAG
1570
Compton Wealth Advisory Group
Virginia
$1.19M +$88.3K +187 +8%
WA
1571
Wealth Advisors
California
$1.19M +$23.6K +50 +2%
TFS
1572
TrustCore Financial Services
Tennessee
$1.19M +$6.61K +14 +0.6%
AA
1573
Aire Advisors
California
$1.19M +$20.8K +44 +2%
GKWIM
1574
Gerber Kawasaki Wealth & Investment Management
California
$1.19M +$9.44K +20 +0.8%
BLC
1575
Brown, Lisle/Cummings
Rhode Island
$1.18M +$238K +505 +25%