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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 %
CPSAC
1651
Chas P. Smith & Associates (CPS)
Florida
$1.24M +$8.64K +15 +0.7%
MSWMA
1652
Market Street Wealth Management Advisors
Indiana
$1.24M
PWSG
1653
Pacific Wealth Strategies Group
California
$1.24M +$27.1K +47 +2%
PFBT
1654
Parkside Financial Bank & Trust
Missouri
$1.24M +$32.8K +57 +3%
FCM
1655
Fortis Capital Management
Washington
$1.24M +$65.7K +114 +6%
WB
1656
West Bancorporation
Iowa
$1.24M +$800K +1,389 +183%
GA
1657
GoalVest Advisory
New York
$1.24M +$1.24M +2,146 New
CCA
1658
Cobblestone Capital Advisors
New York
$1.24M +$93.3K +162 +8%
IDBONY
1659
Israel Discount Bank of New York
New York
$1.23M -$49K -85 -4%
WPW
1660
Waldron Private Wealth
Pennsylvania
$1.23M +$119K +207 +11%
XF
1661
XML Financial
Maryland
$1.23M +$81.2K +141 +7%
EI
1662
Ellevest Inc
New York
$1.23M +$13.8K +24 +1%
ZIC
1663
ZWJ Investment Counsel
Georgia
$1.22M -$50.7K -88 -4%
OC
1664
Oakworth Capital
Alabama
$1.22M +$5.18K +9 +0.4%
KMWM
1665
Keudell/Morrison Wealth Management
Oregon
$1.22M -$8.64K -15 -0.7%
OHU
1666
Odey Holdings (UK)
United Kingdom
$1.22M
BCM
1667
Buckhead Capital Management
Georgia
$1.21M -$2.88K -5 -0.2%
APG
1668
Abacus Planning Group
South Carolina
$1.21M -$14.4K -25 -1%
FL
1669
Fort LP
Maryland
$1.21M -$43.7K -76 -3%
BCM
1670
Birmingham Capital Management
Alabama
$1.21M
AWA
1671
Arkadios Wealth Advisors
Georgia
$1.2M -$10.9K -19 -0.9%
PCWA
1672
Pacific Capital Wealth Advisors
California
$1.19M +$60.5K +105 +5%
FPGK
1673
Financial Partners Group (Kansas)
Kansas
$1.19M +$97.3K +169 +9%
DIP
1674
DT Investment Partners
Pennsylvania
$1.19M +$340K +590 +40%
S
1675
SimplyRich
California
$1.19M -$20.1K -35 -2%