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 %
CAAS
1701
Capital Asset Advisory Services
Michigan
$942K +$290K +627 +44%
ESCM
1702
Echo Street Capital Management
New York
$942K +$128K +281 +16%
PWPS
1703
Pinnacle Wealth Planning Services
Ohio
$941K -$184K -402 -16%
WQ
1704
Wealth Quarterback
New Jersey
$941K +$17.8K +39 +2%
BFO
1705
Biltmore Family Office
North Carolina
$940K +$2.28K +5 +0.2%
CAI
1706
Capital Advisors Inc
Oklahoma
$940K +$15.1K +33 +2%
ECM
1707
Exchange Capital Management
Michigan
$939K +$36.5K +80 +4%
MFG
1708
Monumental Financial Group
Maryland
$937K +$937K +2,053 New
CB
1709
CNB Bank
Pennsylvania
$934K +$7.3K +16 +0.8%
MFG
1710
MidWestOne Financial Group
Iowa
$934K -$83.5K -183 -8%
APG
1711
Abacus Planning Group
South Carolina
$933K -$6.39K -14 -0.7%
LIM
1712
Lathrop Investment Management
Arkansas
$932K +$932K +2,041 New
SCA
1713
Sage Capital Advisors
South Dakota
$927K +$463K +1,015 +100%
ODG
1714
O'Dell Group
Ohio
$926K -$27.4K -60 -3%
ICM
1715
IMS Capital Management
Oregon
$926K +$305K +667 +49%
AWM
1716
Arista Wealth Management
Nevada
$924K +$924K +2,023 New
CMS
1717
Capital Market Strategies
Florida
$923K +$58.4K +128 +7%
MHIC
1718
Marble Harbor Investment Counsel
Massachusetts
$922K
ZIG
1719
Zullo Investment Group
Pennsylvania
$921K -$2.28K -5 -0.2%
BIP
1720
Blueprint Investment Partners
North Carolina
$921K -$217K -475 -19%
SCM
1721
Stonebridge Capital Management
California
$920K
FSA
1722
Franklin Street Advisors
North Carolina
$920K
ECG
1723
Edge Capital Group
Georgia
$920K +$48.4K +106 +6%
BCM
1724
Buckhead Capital Management
Georgia
$917K -$34.2K -75 -4%
SSA
1725
South Street Advisors
New York
$915K -$457 -1 -0%