COST icon

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 %
FSA
1601
Fort Sheridan Advisors
Illinois
$1.35M
HL
1602
HeadInvest LLC
Maine
$1.35M -$4.03K -7 -0.3%
JCM
1603
Jacobi Capital Management
Pennsylvania
$1.34M +$68.5K +119 +5%
HPC
1604
HM Payson & Co
Maine
$1.34M +$17.9K +31 +1%
ARS
1605
Adirondack Retirement Specialists
New York
$1.34M -$336K -551 -20%
CAG
1606
Curtis Advisory Group
California
$1.34M +$576 +1 +0%
MG
1607
Mather Group
Illinois
$1.33M +$176K +306 +15%
TFA
1608
Teamwork Financial Advisors
Texas
$1.33M -$556K -966 -29%
ME
1609
McIlrath & Eck
Washington
$1.33M +$576 +1 +0%
WAP
1610
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$12.7K +22 +1%
PIA
1611
Pinion Investment Advisors
Kansas
$1.33M +$25.3K +44 +2%
VR
1612
Viridian RIA
Washington
$1.32M -$1.44M -2,534 Closed
JF
1613
Jump Financial
Illinois
$1.32M -$321K -558 -20%
TW
1614
TrinityPoint Wealth
Connecticut
$1.32M +$55.9K +97 +4%
IC
1615
Intersect Capital
California
$1.31M +$55.9K +97 +4%
DAM
1616
Delta Asset Management
Tennessee
$1.31M -$10.9K -19 -0.8%
FNC
1617
First National Corp
Massachusetts
$1.31M
IIC
1618
Ironwood Investment Counsel
Arizona
$1.31M -$17.9K -31 -1%
LFA
1619
Laraway Financial Advisors
Minnesota
$1.3M -$17.2K -30 -1%
MC
1620
Mathes Company
New York
$1.3M +$403K +700 +45%
AWS
1621
Arkfeld Wealth Strategies
Nebraska
$1.3M
LIM
1622
Leavell Investment Management
Alabama
$1.3M -$610K -1,060 -32%
ODG
1623
O'Dell Group
Ohio
$1.3M +$1.15K +2 +0.1%
ST
1624
Smithfield Trust
Pennsylvania
$1.3M +$24.1K +42 +2%
LSC
1625
Lyon Street Capital
California
$1.3M +$1.3M +2,250 New