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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 %
FFG
1776
Fortem Financial Group
California
$837K
S
1777
SimplyRich
California
$836K -$1.37K -3 -0.2%
SWM
1778
Stockman Wealth Management
Montana
$835K +$4.11K +9 +0.5%
RCIM
1779
Red Cedar Investment Management
Michigan
$832K +$37.4K +82 +5%
MFA
1780
Mayflower Financial Advisors
Massachusetts
$831K +$32.9K +72 +4%
FPAS
1781
Focus Partners Advisor Solutions
Missouri
$830K -$386K -845 -32%
PWA
1782
Physician Wealth Advisors
Utah
$827K +$4.92K +10 +0.6%
SFPG
1783
Stonebridge Financial Planning Group
Florida
$827K -$59.8K -131 -7%
CCM
1784
Carlson Capital Management
Minnesota
$826K +$43.8K +96 +6%
FCA
1785
FinTrust Capital Advisors
South Carolina
$825K +$58K +127 +8%
MCA
1786
MSH Capital Advisors
Arizona
$825K +$73K +160 +10%
HFS
1787
HBC Financial Services
Washington
$824K
SPA
1788
Sherbrooke Park Advisers
New York
$822K +$822K +1,800 New
TIM
1789
Tortoise Investment Management
New York
$820K -$1.37K -3 -0.2%
ESB
1790
Essex Savings Bank
Connecticut
$818K -$76.7K -168 -9%
WCG
1791
Weaver Consulting Group
California
$817K +$404K +885 +98%
FA
1792
Fermata Advisors
California
$816K +$249K +546 +44%
JF
1793
JSF Financial
California
$815K -$47K -103 -5%
EF
1794
Empowered Funds
Pennsylvania
$814K +$431K +945 +113%
CGA
1795
Crescent Grove Advisors
Illinois
$813K
VLC
1796
Van Leeuwen & Company
New Jersey
$813K +$7.3K +16 +0.9%
HHGA
1797
Halbert Hargrove Global Advisors
California
$812K +$17.8K +39 +2%
CFA
1798
Cahill Financial Advisors
Minnesota
$807K -$93.2K -204 -10%
BHBT
1799
Burke & Herbert Bank & Trust
Virginia
$806K -$27.4K -60 -3%
DLG
1800
Daniel L. Goodwin
$806K +$464K +1,016 +136%