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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 %
PFBT
1801
Parkside Financial Bank & Trust
Missouri
$804K +$4.25K +9 +0.5%
CCG
1802
Ceeto Capital Group
Florida
$803K
PWA
1803
Physician Wealth Advisors
Utah
$803K +$4.81K +10 +0.6%
TFA
1804
Transamerica Financial Advisors
Florida
$800K -$74.6K -158 -9%
PWM
1805
Palumbo Wealth Management
New York
$800K +$15.1K +32 +2%
AFP
1806
Ausdal Financial Partners
Iowa
$798K -$6.62K -14 -0.8%
TS
1807
Tamar Securities
California
$798K +$3.31K +7 +0.4%
TCB
1808
Texas Capital Bancshares
Texas
$797K
FCA
1809
FinTrust Capital Advisors
South Carolina
$795K -$54.9K -116 -6%
GFS
1810
GYL Financial Synergies
Connecticut
$794K +$473 +1 +0.1%
CIM
1811
Caldwell Investment Management
Ontario, Canada
$791K +$791K +1,650 New
CFO
1812
CVA Family Office
Colorado
$790K +$11.8K +25 +2%
3F
1813
360 Financial
Minnesota
$789K -$129K -274 -14%
OA
1814
Oxbow Advisors
Texas
$787K +$22.2K +47 +3%
TWP
1815
Tempus Wealth Planning
California
$786K +$410K +868 +109%
CI
1816
Cavalier Investments
Georgia
$785K -$274K -581 -26%
MA
1817
MONECO Advisors
Connecticut
$785K +$14.2K +30 +2%
CA
1818
Centerpoint Advisors
Massachusetts
$779K
AWAG
1819
ARS Wealth Advisors Group
Florida
$779K +$35.9K +76 +5%
GFP
1820
Guardian Financial Partners
California
$779K +$246K +522 +46%
MCA
1821
MSH Capital Advisors
Arizona
$778K -$48.2K -102 -6%
CSWG
1822
Cardinal Strategic Wealth Guidance
Kentucky
$775K -$16.5K -35 -2%
AL
1823
Aspiriant LLC
California
$775K -$945 -2 -0.1%
RPWA
1824
Regent Peak Wealth Advisors
Georgia
$775K +$37.3K +79 +5%
SCG
1825
Sonata Capital Group
Washington
$774K