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 %
OCM
1601
Orion Capital Management
California
$1.13M
ZB
1602
Zions Bancorporation
Utah
$1.13M +$87.2K +191 +8%
CCA
1603
Conestoga Capital Advisors
Pennsylvania
$1.13M +$45.7K +100 +4%
NQWM
1604
Northwest Quadrant Wealth Management
Oregon
$1.13M +$1.37K +3 +0.1%
EIP
1605
Ellis Investment Partners
Pennsylvania
$1.13M -$30.1K -66 -3%
AA
1606
Aire Advisors
California
$1.13M -$19.6K -43 -2%
TFCM
1607
Taylor Frigon Capital Management
Arizona
$1.12M +$1.12M +2,463 New
CSB
1608
City State Bank
Iowa
$1.12M -$18.7K -41 -2%
SRSA
1609
S.R. Schill & Associates
Washington
$1.12M +$13.2K +29 +1%
HPC
1610
HM Payson & Co
Maine
$1.11M +$5.93K +13 +0.5%
Financial Engines Advisors
1611
Financial Engines Advisors
California
$1.11M +$42K +92 +4%
DAM
1612
Doheny Asset Management
California
$1.11M -$730K -1,598 -40%
EWA
1613
EverSource Wealth Advisors
Alabama
$1.11M +$39.3K +86 +4%
VCP
1614
Vista Capital Partners
Oregon
$1.1M -$286K -627 -21%
AIM
1615
Aspen Investment Management
Michigan
$1.1M -$184K -404 -14%
WOSD
1616
WFA of San Diego
California
$1.1M
MCCA
1617
Mill Creek Capital Advisors
Pennsylvania
$1.1M +$1.1M +2,412 New
PAM
1618
Premier Asset Management
Illinois
$1.1M -$557K -1,220 -34%
EWM
1619
EPG Wealth Management
Georgia
$1.1M -$83.1K -182 -7%
CB
1620
Centennial Bank
Arkansas
$1.1M +$1.1M +2,403 New
TNAM
1621
Terra Nova Asset Management
New York
$1.09M -$41.1K -90 -4%
FNA
1622
First National Advisers
Nebraska
$1.09M +$112K +245 +11%
RA
1623
RFG Advisory
Alabama
$1.08M -$73.6K -143 -6%
FNC
1624
First National Corp
Massachusetts
$1.08M +$45.6K +100 +4%
MA
1625
MKT Advisors
California
$1.08M +$17K +35 +2%