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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 %
IIC
1576
Ironwood Investment Counsel
Arizona
$1.18M +$108K +228 +10%
BIP
1577
Blueprint Investment Partners
North Carolina
$1.18M +$762K +1,613 +184%
WSFS
1578
Wilmington Savings Fund Society
Delaware
$1.18M +$1.42K +3 +0.1%
SSI
1579
Scott & Selber Inc
Texas
$1.18M +$3.78K +8 +0.3%
CSB
1580
City State Bank
Iowa
$1.18M -$8.03K -17 -0.7%
OCM
1581
Orion Capital Management
California
$1.17M
SAM
1582
Shikiar Asset Management
New York
$1.17M -$94.4K -200 -7%
TNAM
1583
Terra Nova Asset Management
New York
$1.17M +$881K +1,864 +306%
NQWM
1584
Northwest Quadrant Wealth Management
Oregon
$1.17M +$7.55K +16 +0.7%
PWPS
1585
Pinnacle Wealth Planning Services
Ohio
$1.16M +$130K +276 +13%
HNWAG
1586
High Net Worth Advisory Group
Florida
$1.16M
DA
1587
DCM Advisors
New York
$1.16M -$493K -1,044 -30%
MMA
1588
Miracle Mile Advisors
California
$1.16M -$41.1K -87 -3%
LB
1589
Legacy Bridge
Iowa
$1.16M
RWA
1590
Redhawk Wealth Advisors
Minnesota
$1.15M -$115K -244 -9%
CWS
1591
Confluence Wealth Services
Pennsylvania
$1.15M -$368K -780 -24%
APIM
1592
Agate Pass Investment Management
Washington
$1.15M -$68.5K -145 -6%
MIM
1593
Meridiem Investment Management
United Kingdom
$1.15M
MP
1594
McDonald Partners
Ohio
$1.15M -$34.9K -74 -3%
PR
1595
Payden & Rygel
California
$1.14M
HPC
1596
HM Payson & Co
Maine
$1.14M +$38.7K +82 +4%
NW
1597
Naviter Wealth
Arkansas
$1.14M +$89.7K +190 +9%
SRSA
1598
S.R. Schill & Associates
Washington
$1.14M -$53.8K -114 -5%
WPC
1599
Wedmont Private Capital
Pennsylvania
$1.14M +$411K +871 +56%
AI
1600
Accredited Investors
Minnesota
$1.14M +$17.5K +37 +2%