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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 %
HIS
1576
Harvest Investment Services
Illinois
$1.42M -$82.3K -143 -5%
CRC
1577
Curi RMB Capital
Illinois
$1.41M -$171K -297 -11%
TFS
1578
TrustCore Financial Services
Tennessee
$1.41M +$65.6K +114 +5%
HNWAG
1579
High Net Worth Advisory Group
Florida
$1.41M
WKWM
1580
Walter & Keenan Wealth Management
Indiana
$1.41M +$57.6K +100 +4%
SCM
1581
Stevens Capital Management
Pennsylvania
$1.4M -$7.1M -12,339 -83%
ICG
1582
InterOcean Capital Group
Tennessee
$1.4M -$219K -381 -14%
PIA
1583
Perennial Investment Advisors
California
$1.4M +$46.1K +80 +3%
LNB
1584
Ledyard National Bank
$1.39M -$85.8K -149 -6%
TWM
1585
TriaGen Wealth Management
California
$1.39M
EWM
1586
Evermay Wealth Management
Virginia
$1.39M -$2.88K -5 -0.2%
CCA
1587
Conestoga Capital Advisors
Pennsylvania
$1.39M
UL
1588
Unionview LLC
Washington
$1.38M -$1.15K -2 -0.1%
FWC
1589
First Washington Corp
Washington
$1.38M
KIC
1590
Keating Investment Counselors
Florida
$1.38M -$2.88K -5 -0.2%
WCM
1591
Washburn Capital Management
Florida
$1.37M -$141K -245 -9%
LWP
1592
Lumature Wealth Partners
Georgia
$1.37M +$158K +275 +13%
AI
1593
Accredited Investors
Minnesota
$1.37M -$819K -1,423 -37%
MFG
1594
MidWestOne Financial Group
Iowa
$1.37M -$1.73K -3 -0.1%
LCP
1595
Legacy Capital Partners
Wisconsin
$1.37M +$14.4K +25 +1%
C
1596
Certuity
Florida
$1.37M +$77.1K +134 +6%
CFA
1597
Cahill Financial Advisors
Minnesota
$1.36M -$11.5K -20 -0.8%
PWPS
1598
Pinnacle Wealth Planning Services
Ohio
$1.36M +$75.5K +131 +6%
VCM
1599
Virtue Capital Management
Tennessee
$1.35M -$311K -540 -19%
IA
1600
IFG Advisory
Georgia
$1.35M +$14.4K +25 +1%