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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 %
EWM
1551
Evermay Wealth Management
Virginia
$1.23M +$15.5K +34 +1%
CPC
1552
Consolidated Planning Corp
Georgia
$1.23M +$1.23M +2,687 New
BI
1553
Ballast Inc
Kentucky
$1.23M +$11.9K +26 +1%
BLC
1554
Brown, Lisle/Cummings
Rhode Island
$1.22M +$80.3K +176 +7%
CC
1555
Commons Capital
Massachusetts
$1.22M -$21K -46 -2%
SAM
1556
Sabadell Asset Management
Spain
$1.22M -$247K -511 -17%
WP
1557
Westmount Partners
California
$1.22M +$1.22M +2,663 New
WP
1558
WMS Partners
Maryland
$1.2M +$4.57K +10 +0.4%
NC
1559
NovaPoint Capital
Georgia
$1.2M +$4.57K +10 +0.4%
WCM
1560
Washburn Capital Management
Florida
$1.2M +$110K +240 +10%
LOAMS
1561
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.2M +$120K +263 +11%
PTC
1562
Philadelphia Trust Company
Pennsylvania
$1.2M
AL
1563
ACAS LLC
California
$1.2M +$1.2M +2,623 New
NME
1564
Notis-McConarty Edward
$1.2M -$45.7K -100 -4%
PFM
1565
Parsec Financial Management
North Carolina
$1.2M +$3.65K +8 +0.3%
LNWTC
1566
Laird Norton Wetherby Trust Company
Washington
$1.2M +$346K +757 +41%
FPGK
1567
Financial Partners Group (Kansas)
Kansas
$1.19M +$161K +317 +16%
VV
1568
Verity & Verity
South Carolina
$1.19M +$379K +830 +47%
GCP
1569
Garda Capital Partners
Minnesota
$1.19M +$1.19M +2,604 New
BCM
1570
Bayesian Capital Management
New York
$1.19M +$1.19M +2,600 New
CP
1571
Capital Planning
Washington
$1.19M
GKWIM
1572
Gerber Kawasaki Wealth & Investment Management
California
$1.18M +$38.3K +84 +3%
CWS
1573
Confluence Wealth Services
Pennsylvania
$1.18M +$72.1K +158 +6%
KA
1574
Kozak & Associates
Colorado
$1.18M +$1.37K +3 +0.1%
NW
1575
Naviter Wealth
Arkansas
$1.18M -$13.3K -27 -1%