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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 %
PO
1676
Private Ocean
California
$984K +$45.2K +99 +5%
LC
1677
Lindbrook Capital
California
$980K -$26K -57 -3%
CNBTD
1678
Citizens National Bank Trust Department
Mississippi
$980K -$176K -385 -15%
FMWA
1679
Forvis Mazars Wealth Advisors
Missouri
$979K -$37.4K -82 -4%
CHC
1680
City Holding Co
West Virginia
$978K +$13.7K +30 +1%
EFL
1681
ERn Financial LLC
Wisconsin
$977K +$60.3K +132 +7%
NCM
1682
Novare Capital Management
North Carolina
$977K -$8.68K -19 -0.9%
GWANC
1683
Guardian Wealth Advisors (North Carolina)
North Carolina
$975K -$77.6K -170 -7%
FC
1684
Fusion Capital
South Carolina
$974K +$42K +92 +5%
LCM
1685
Logan Capital Management
Pennsylvania
$971K +$36.5K +80 +4%
LIA
1686
LS Investment Advisors
Michigan
$971K +$469K +1,028 +93%
AA
1687
Argent Advisors
Louisiana
$971K +$22.8K +50 +2%
LFA
1688
Laraway Financial Advisors
Minnesota
$970K -$11.4K -25 -1%
CAG
1689
Curtis Advisory Group
California
$968K -$93.6K -205 -9%
OHU
1690
Odey Holdings (UK)
United Kingdom
$967K
RWI
1691
Red Wave Investments
Pennsylvania
$962K -$546K -1,196 -36%
ARS
1692
Adirondack Retirement Specialists
New York
$960K -$20.5K -45 -2%
BCM
1693
Birmingham Capital Management
Alabama
$959K
TW
1694
TrinityPoint Wealth
Connecticut
$957K -$30.1K -66 -3%
SOS
1695
Silver Oak Securities
Tennessee
$954K +$299K +654 +46%
FCM
1696
Fortis Capital Management
Washington
$952K -$20.5K -45 -2%
TFA
1697
Triad Financial Advisors
North Carolina
$951K +$3.65K +8 +0.4%
V
1698
VeraBank
Texas
$949K +$3.65K +8 +0.4%
OW
1699
Olistico Wealth
Oklahoma
$944K +$944K +2,068 New
GPI
1700
General Partner Inc
Pennsylvania
$943K +$943K +2,065 New