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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 %
VT
1651
Vise Technologies
New York
$1.03M +$382K +836 +59%
MPPW
1652
Mitchell & Pahl Private Wealth
Oklahoma
$1.02M +$36.1K +79 +4%
HI
1653
Horizon Investments
North Carolina
$1.02M +$243K +533 +31%
BO
1654
Bank OZK
Arkansas
$1.02M +$52.5K +115 +5%
BTWM
1655
Baker Tilly Wealth Management
Wisconsin
$1.02M -$42.9K -94 -4%
BAM
1656
Blueshift Asset Management
New Jersey
$1.02M -$2M -4,391 -66%
LNB
1657
Ledyard National Bank
$1.02M -$36.5K -80 -3%
AWE
1658
Avidian Wealth Enterprises
Texas
$1.02M +$32.9K +72 +3%
AG
1659
Algert Global
California
$1.02M +$1.02M +2,223 New
IPAM
1660
ICICI Prudential Asset Management
India
$1.01M +$272K +596 +37%
WAOI
1661
Wealth Advisors of Iowa
Iowa
$1.01M
DFG
1662
Delta Financial Group
New Jersey
$1.01M +$1.01M +2,194 New
JIP
1663
Jaffetilchin Investment Partners
Florida
$1M +$7.76K +17 +0.8%
RGF
1664
Retirement Guys Formula
Ohio
$1M +$181K +396 +22%
LWA
1665
Lineweaver Wealth Advisors
Ohio
$998K +$312K +682 +45%
KMWM
1666
Keudell/Morrison Wealth Management
Oregon
$998K +$14.2K +31 +1%
LIM
1667
Leavell Investment Management
Alabama
$998K -$66.2K -145 -6%
SFG
1668
SNS Financial Group
Minnesota
$997K +$58.4K +128 +6%
AA
1669
Apriem Advisors
California
$995K -$25.1K -55 -2%
PFG
1670
Prosperity Financial Group
California
$994K +$994K +2,178 New
BA
1671
Birinyi Associates
Connecticut
$993K +$308K +675 +45%
QT
1672
Quantamental Technologies
New York
$986K -$38.8K -85 -4%
MSWMA
1673
Market Street Wealth Management Advisors
Indiana
$986K +$1.83K +4 +0.2%
CWP
1674
Core Wealth Partners
California
$985K +$985K +2,794 New
RWA
1675
Redhawk Wealth Advisors
Minnesota
$984K -$129K -282 -12%