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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 %
WOSD
1601
WFA of San Diego
California
$1.14M +$925K +1,958 +429%
BP
1602
BBR Partners
New York
$1.14M -$339K -717 -23%
WKWM
1603
Walter & Keenan Wealth Management
Indiana
$1.14M -$17.5K -37 -2%
FA
1604
FDx Advisors
Illinois
$1.14M +$345K +731 +44%
WCM
1605
Washburn Capital Management
Florida
$1.13M -$11.8K -25 -1%
CCA
1606
Conestoga Capital Advisors
Pennsylvania
$1.12M
ST
1607
Smithfield Trust
Pennsylvania
$1.12M +$8.48K +18 +0.8%
II
1608
Inspire Investing
Idaho
$1.12M +$272K +575 +32%
BFIC
1609
Bedell Frazier Investment Counselling
California
$1.12M +$563K +1,192 +101%
LOAMS
1610
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.12M -$116K -245 -9%
HL
1611
HeadInvest LLC
Maine
$1.11M +$4.72K +10 +0.4%
BPM
1612
Bowling Portfolio Management
Ohio
$1.11M -$199K -421 -15%
RA
1613
RFG Advisory
Alabama
$1.11M +$93.2K +189 +9%
FSA
1614
Fort Sheridan Advisors
Illinois
$1.11M -$5.2K -11 -0.5%
Financial Engines Advisors
1615
Financial Engines Advisors
California
$1.11M -$20.8K -44 -2%
WG
1616
Winton Group
United Kingdom
$1.11M +$1.11M +2,340 New
EWA
1617
EverSource Wealth Advisors
Alabama
$1.1M +$434K +918 +65%
NAMP
1618
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.1M +$33.1K +70 +3%
LIM
1619
Leavell Investment Management
Alabama
$1.1M
BTWM
1620
Baker Tilly Wealth Management
Wisconsin
$1.1M +$40.6K +86 +4%
CAG
1621
Curtis Advisory Group
California
$1.1M
CBFP
1622
Cedar Brook Financial Partners
Ohio
$1.1M -$7.56K -16 -0.7%
KIC
1623
Keating Investment Counselors
Florida
$1.1M
ETH
1624
Exos TFP Holdings
New York
$1.1M +$1.1M +2,323 New
UL
1625
Unionview LLC
Washington
$1.09M -$6.61K -14 -0.6%