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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1751
Telemus Capital
Michigan
$869K -$28.3K -60 -3%
OWM
1752
OneAscent Wealth Management
Alabama
$869K -$3.3K -7 -0.4%
S
1753
SimplyRich
California
$867K -$102K -216 -11%
VCM
1754
Viewpoint Capital Management
Washington
$866K +$472 +1 +0.1%
FFG
1755
Fortem Financial Group
California
$866K +$58.6K +124 +7%
C
1756
CEDRUS
Colorado
$866K +$67.6K +143 +8%
IP
1757
Ignite Planners
California
$865K +$638K +1,335 +280%
HFS
1758
HBC Financial Services
Washington
$864K -$23.9K -50 -3%
BHBT
1759
Burke & Herbert Bank & Trust
Virginia
$862K -$9.44K -20 -1%
AFA
1760
Abacus FCF Advisors
Florida
$861K -$912K -1,932 -51%
SWM
1761
Stockman Wealth Management
Montana
$860K +$2.36K +5 +0.3%
WPW
1762
Warther Private Wealth
Ohio
$857K -$311K -658 -27%
KW
1763
KWB Wealth
California
$854K -$26.9K -57 -3%
VFA
1764
Voya Financial Advisors
Connecticut
$852K -$10.1K -21 -1%
RGF
1765
Retirement Guys Formula
Ohio
$851K +$25.5K +54 +3%
TIM
1766
Tortoise Investment Management
New York
$850K -$17.5K -37 -2%
MSAM
1767
Moloney Securities Asset Management
Missouri
$842K
ESCM
1768
Echo Street Capital Management
New York
$842K +$842K +1,783 New
JWA
1769
JFS Wealth Advisors
Pennsylvania
$841K +$2.83K +6 +0.3%
CGA
1770
Crescent Grove Advisors
Illinois
$841K +$47.2K +100 +6%
VV
1771
Verity & Verity
South Carolina
$840K +$30.2K +64 +4%
QC
1772
Quent Capital
New York
$837K +$51.5K +109 +7%
VLC
1773
Van Leeuwen & Company
New Jersey
$834K
GG
1774
Golden Green
South Carolina
$832K +$239K +507 +40%
HGWM
1775
Horst & Graben Wealth Management
Oregon
$829K +$1.42K +3 +0.2%