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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 %
CG
1801
Cutler Group
California
$940K -$1.94M -3,376 -67%
IGGA
1802
Iron Gate Global Advisors
Utah
$935K -$569K -984 -38%
BLC
1803
Brown, Lisle/Cummings
Rhode Island
$935K +$40.3K +70 +5%
Kayne Anderson Rudnick Investment Management
1804
Kayne Anderson Rudnick Investment Management
California
$933K +$33.4K +58 +4%
FHC
1805
First Heartland Consultants
Missouri
$933K +$66.2K +115 +8%
RIA
1806
Richwood Investment Advisors
Ohio
$932K -$5.76K -10 -0.6%
CWM
1807
Circle Wealth Management
New Jersey
$932K +$35.7K +62 +4%
FCFS
1808
First Command Financial Services
Texas
$925K -$302K -525 -25%
FCB
1809
First Command Bank
Texas
$925K -$153K -265 -14%
VBCG
1810
Valley Brook Capital Group
Pennsylvania
$924K +$28.8K +50 +3%
PBO
1811
Peoples Bank (Ohio)
Ohio
$923K -$142K -247 -13%
PT
1812
Plimoth Trust
Massachusetts
$923K -$53K -92 -5%
WA
1813
WP Advisors
California
$922K -$21.9K -38 -2%
CFO
1814
Collective Family Office
Pennsylvania
$921K -$55.9K -97 -6%
ONGA
1815
O'Neil Global Advisors
California
$921K +$921K +1,600 New
RZH
1816
Relyea Zuckerberg Hanson
Connecticut
$920K +$8.86K +15 +1%
CAN
1817
Claraphi Advisory Network
United States
$920K +$349K +605 +61%
FA
1818
FDx Advisors
Illinois
$919K +$127K +220 +16%
PWA
1819
Physician Wealth Advisors
Utah
$918K +$24.5K +45 +3%
SCA
1820
Scott Capital Advisors
Oregon
$916K +$17.8K +31 +2%
MFA
1821
Mayflower Financial Advisors
Massachusetts
$913K +$101K +176 +12%
PCM
1822
Penserra Capital Management
California
$908K +$210K +366 +30%
MWAM
1823
Manhattan West Asset Management
California
$907K -$1.57M -2,720 -63%
AFP
1824
Ausdal Financial Partners
Iowa
$907K -$379K -657 -29%
PWM
1825
Paulson Wealth Management
Illinois
$906K -$1.73K -3 -0.2%