COST icon

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 %
9WM
1776
9258 Wealth Management
Ohio
$977K -$61K -106 -6%
TFF
1777
The Family Firm
Maryland
$977K +$6.91K +12 +0.7%
GWANC
1778
Guardian Wealth Advisors (North Carolina)
North Carolina
$976K +$199K +346 +26%
FAT
1779
First American Trust
California
$975K -$15K -26 -2%
GAM
1780
Gould Asset Management
California
$975K +$57.6K +100 +6%
CS
1781
Capital Square
Tennessee
$973K +$159K +277 +20%
TCB
1782
Texas Capital Bancshares
Texas
$972K -$20.1K -35 -2%
AC
1783
AlphaCore Capital
California
$969K +$969K +1,682 New
VV
1784
Verity & Verity
South Carolina
$968K +$229K +397 +31%
CGA
1785
Crescent Grove Advisors
Illinois
$966K +$110K +191 +13%
MIM
1786
Moseley Investment Management
Florida
$965K +$25.9K +45 +3%
AL
1787
Aspiriant LLC
California
$956K -$14.4K -25 -1%
FBT
1788
First Bankers Trust
Kentucky
$956K +$956K +1,661 New
VIA
1789
Vickerman Investment Advisors
Washington
$954K +$26.7K +53 +3%
GSIS
1790
Global Strategic Investment Solutions
Arizona
$953K
PL
1791
Plancorp LLC
Missouri
$952K -$576 -1 -0.1%
JWA
1792
JFS Wealth Advisors
Pennsylvania
$952K +$29.4K +51 +3%
ABC
1793
Associated Banc-Corp
Wisconsin
$946K -$17.3K -30 -2%
ATC
1794
Adirondack Trust Company
New York
$946K +$86.9K +151 +10%
CA
1795
Cornerstone Advisory
Maryland
$944K -$54.1K -94 -5%
TCM
1796
Traynor Capital Management
Pennsylvania
$944K -$8.05K -14 -0.8%
SCG
1797
Sonata Capital Group
Washington
$944K
C
1798
CEDRUS
Colorado
$943K +$191K +331 +25%
HT
1799
Heritage Trust
Oklahoma
$941K
TS
1800
Tamar Securities
California
$941K +$234K +406 +33%