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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 %
IP
1751
Investment Partners
Ohio
$877K -$400K -877 -31%
FHC
1752
First Heartland Consultants
Missouri
$875K +$16.9K +37 +2%
PAA
1753
Peregrine Asset Advisers
Oregon
$875K +$11.4K +25 +1%
PMA
1754
Prudent Man Advisors
Illinois
$875K +$253K +554 +41%
CIC
1755
Cutler Investment Counsel
Oregon
$874K -$33.8K -74 -4%
CWM
1756
Connecticut Wealth Management
Connecticut
$874K +$140K +307 +19%
UAS
1757
United Asset Strategies
New York
$866K +$602K +1,318 +228%
SC
1758
Searle & Co
Connecticut
$863K -$183K -400 -17%
GFP
1759
Guardian Financial Partners
California
$862K +$108K +237 +14%
BRA
1760
Bender Robert & Associates
California
$858K -$1.37K -3 -0.2%
Bank Julius Baer & Co
1761
Bank Julius Baer & Co
Switzerland
$858K +$598K +1,311 +230%
CHP
1762
Cable Hill Partners
Oregon
$858K -$19.6K -43 -2%
QC
1763
Quent Capital
New York
$858K +$48.4K +106 +6%
BS
1764
Bessemer Securities
New York
$857K
PIA
1765
Perennial Investment Advisors
California
$856K +$177K +387 +26%
C
1766
CEDRUS
Colorado
$854K +$17.8K +39 +2%
WPC
1767
Wedmont Private Capital
Pennsylvania
$854K -$312K -647 -27%
KIG
1768
Kennedy Investment Group
New Jersey
$854K +$854K +1,871 New
WFI
1769
West Family Investments
California
$852K -$42.9K -94 -5%
MSAM
1770
Moloney Securities Asset Management
Missouri
$852K +$37.9K +83 +5%
CPM
1771
Connective Portfolio Management
New York
$851K
RLWM
1772
RF&L Wealth Management
Massachusetts
$851K +$851K +1,865 New
PFG
1773
Peterson Financial Group
Iowa
$850K -$461K -1,011 -35%
SIC
1774
Sterling Investment Counsel
New York
$850K
AIA
1775
Arbor Investment Advisors
North Carolina
$838K +$557K +1,220 +198%