COST icon

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 %
IAMOG
1576
Investors Asset Management of Georgia
Georgia
$1.17M
TWM
1577
Tradition Wealth Management
Minnesota
$1.17M -$3.2K -7 -0.3%
PWMG
1578
Prestige Wealth Management Group
New Jersey
$1.17M -$925K -2,026 -44%
FMLI
1579
Fukoku Mutual Life Insurance
Japan
$1.17M +$235K +515 +25%
CCA
1580
Cobblestone Capital Advisors
New York
$1.17M -$18.3K -40 -2%
KWM
1581
Keebeck Wealth Management
Illinois
$1.17M -$56.6K -124 -5%
AI
1582
Accredited Investors
Minnesota
$1.17M +$67.1K +147 +6%
IIC
1583
Ironwood Investment Counsel
Arizona
$1.17M +$27.9K +61 +2%
SAM
1584
Security Asset Management
New York
$1.17M +$1.17M +2,559 New
LB
1585
Legacy Bridge
Iowa
$1.16M +$41.5K +91 +4%
SWM
1586
Sculati Wealth Management
Michigan
$1.16M +$932K +2,041 +416%
NCM
1587
Northside Capital Management
Oregon
$1.16M +$607K +1,330 +111%
MP
1588
McDonald Partners
Ohio
$1.15M +$47K +103 +4%
TBC
1589
Ted Buchan & Co
California
$1.15M +$1.15M +2,521 New
WA
1590
Wealth Advisors
California
$1.15M
WSFS
1591
Wilmington Savings Fund Society
Delaware
$1.15M +$13.2K +29 +1%
SIA
1592
Soltis Investment Advisors
Utah
$1.15M -$43.4K -95 -4%
F
1593
F3Logic
Minnesota
$1.14M -$88.2K -193 -7%
GBS
1594
Gallagher Benefit Services
Illinois
$1.14M +$1.14M +2,497 New
CWAG
1595
Compton Wealth Advisory Group
Virginia
$1.14M -$11.4K -25 -1%
OWP
1596
Obermeyer Wealth Partners
Colorado
$1.14M -$40.6K -89 -3%
WKWM
1597
Walter & Keenan Wealth Management
Indiana
$1.14M +$40.2K +88 +4%
LGF
1598
LGT Group Foundation
Liechtenstein
$1.14M +$93.1K +204 +9%
HNWAG
1599
High Net Worth Advisory Group
Florida
$1.13M +$11.4K +25 +1%
SSI
1600
Scott & Selber Inc
Texas
$1.13M -$2.74K -6 -0.2%