COST icon

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 %
MA
1651
MKT Advisors
California
$1.04M +$16.1K +34 +2%
EI
1652
Ellevest Inc
New York
$1.04M -$27.4K -58 -3%
JIP
1653
Jaffetilchin Investment Partners
Florida
$1.03M +$74.6K +158 +8%
MPPW
1654
Mitchell & Pahl Private Wealth
Oklahoma
$1.02M +$75.1K +159 +8%
SDWMA
1655
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.02M -$36.8K -78 -3%
CPSAC
1656
Chas P. Smith & Associates (CPS)
Florida
$1.02M +$1.89K +4 +0.2%
TW
1657
TrinityPoint Wealth
Connecticut
$1.02M +$53.9K +114 +6%
MSWMA
1658
Market Street Wealth Management Advisors
Indiana
$1.02M
NCM
1659
Novare Capital Management
North Carolina
$1.02M +$76K +161 +8%
KMWM
1660
Keudell/Morrison Wealth Management
Oregon
$1.02M -$8.98K -19 -0.9%
AWE
1661
Avidian Wealth Enterprises
Texas
$1.02M +$472 +1 +0%
AWS
1662
Arkfeld Wealth Strategies
Nebraska
$1.02M
LFA
1663
Laraway Financial Advisors
Minnesota
$1.02M
ARS
1664
Adirondack Retirement Specialists
New York
$1.01M -$17.9K -38 -2%
FNA
1665
First National Advisers
Nebraska
$1.01M +$281K +596 +39%
FCM
1666
Fortis Capital Management
Washington
$1.01M -$9.45K -20 -0.9%
AWA
1667
Arkadios Wealth Advisors
Georgia
$1M +$120K +254 +14%
BO
1668
Bank OZK
Arkansas
$1M +$1M +2,121 New
OHU
1669
Odey Holdings (UK)
United Kingdom
$1M +$1M +2,118 New
CHC
1670
City Holding Co
West Virginia
$998K +$176K +372 +21%
Group One Trading
1671
Group One Trading
Illinois
$996K -$2.51M -5,311 -72%
AC
1672
Apella Capital
Connecticut
$993K -$69.4K -147 -7%
BCM
1673
Birmingham Capital Management
Alabama
$992K
ODG
1674
O'Dell Group
Ohio
$987K +$472 +1 +0%
PWAG
1675
Polaris Wealth Advisory Group
California
$984K -$60.6K -130 -6%