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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 %
SSG
1726
Summit Securities Group
New York
$913K -$861K -1,885 -49%
MHS
1727
M Holdings Securities
Oregon
$913K -$15.1K -33 -2%
BWM
1728
BigSur Wealth Management
Florida
$913K
BFIC
1729
Bedell Frazier Investment Counselling
California
$912K -$171K -375 -16%
TFA
1730
Transamerica Financial Advisors
Florida
$911K +$137K +300 +18%
AL
1731
Aspiriant LLC
California
$907K +$158K +346 +21%
WSCM
1732
Wellington Shields Capital Management
New York
$906K
DG
1733
DMC Group
Alabama
$906K -$2.72K -6 -0.3%
NERM
1734
New England Research & Management
Illinois
$902K +$617K +1,350 +216%
ACA
1735
Aspire Capital Advisors
Washington
$902K +$34.2K +75 +4%
IDBONY
1736
Israel Discount Bank of New York
New York
$899K -$40.2K -88 -4%
RSA
1737
River Street Advisors
Illinois
$897K +$897K +1,965 New
AFG
1738
Allegheny Financial Group
Pennsylvania
$897K +$4.11K +9 +0.5%
ONST
1739
Old North State Trust
North Carolina
$896K +$16K +35 +2%
VDI
1740
Vaughan David Investments
Illinois
$895K -$5.94K -13 -0.7%
AWS
1741
Arkfeld Wealth Strategies
Nebraska
$894K -$182K -378 -17%
SCI
1742
Stableford Capital II
Arizona
$894K +$71.3K +149 +9%
GFP
1743
Gryphon Financial Partners
Ohio
$892K -$38.8K -85 -4%
CRI
1744
Colonial River Investments
Virginia
$892K +$38.8K +85 +5%
NGA
1745
Naples Global Advisors
Florida
$891K +$456 +1 +0.1%
SAMC
1746
Spectrum Asset Management (California)
California
$889K
ISL
1747
Ingalls & Snyder LLC
New York
$886K -$2.28K -5 -0.3%
CPIG
1748
Chicago Partners Investment Group
Illinois
$886K +$21.7K +42 +3%
MA
1749
MCF Advisors
Kentucky
$882K +$35.1K +77 +4%
LWP
1750
Lumature Wealth Partners
Georgia
$880K -$65.3K -143 -7%