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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 %
BHBT
1726
Burke & Herbert Bank & Trust
Virginia
$1.09M -$47.2K -82 -4%
PO
1727
Private Ocean
California
$1.09M +$576 +1 +0.1%
BOH
1728
Bank of Hawaii
Hawaii
$1.09M +$187K +324 +21%
BRA
1729
Bender Robert & Associates
California
$1.08M
OWM
1730
OneAscent Wealth Management
Alabama
$1.08M +$124K +215 +13%
FMWA
1731
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$339K +589 +46%
PFA
1732
Pure Financial Advisors
California
$1.07M +$494K +857 +86%
WAOI
1733
Wealth Advisors of Iowa
Iowa
$1.07M +$173K +301 +19%
SIC
1734
Sterling Investment Counsel
New York
$1.07M -$68.5K -119 -6%
CFIA
1735
Cantor Fitzgerald Investment Advisors
New York
$1.07M
V
1736
VeraBank
Texas
$1.06M
GKWIM
1737
Gerber Kawasaki Wealth & Investment Management
California
$1.06M +$191K +331 +22%
CHP
1738
Cable Hill Partners
Oregon
$1.06M
KW
1739
KWB Wealth
California
$1.06M
IF
1740
Intrua Financial
Texas
$1.05M +$199K +346 +23%
HFS
1741
HBC Financial Services
Washington
$1.05M +$80.3K +145 +8%
VFA
1742
Voya Financial Advisors
Connecticut
$1.05M +$285K +495 +37%
SWM
1743
Stockman Wealth Management
Montana
$1.05M +$4.61K +8 +0.4%
MPPW
1744
Mitchell & Pahl Private Wealth
Oklahoma
$1.04M +$122K +212 +13%
FPAS
1745
Focus Partners Advisor Solutions
Missouri
$1.04M +$110K +190 +12%
FFG
1746
Fortem Financial Group
California
$1.04M +$11.5K +20 +1%
BTWM
1747
Baker Tilly Wealth Management
Wisconsin
$1.03M -$225K -391 -18%
SCI
1748
Stableford Capital II
Arizona
$1.03M -$71.1K -117 -6%
CSWG
1749
Cardinal Strategic Wealth Guidance
Kentucky
$1.03M -$93.9K -163 -8%
HHGA
1750
Halbert Hargrove Global Advisors
California
$1.03M -$576 -1 -0.1%