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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 %
PCWA
1801
Pacific Capital Wealth Advisors
California
$804K -$127K -279 -14%
HGWM
1802
Horst & Graben Wealth Management
Oregon
$803K +$1.37K +3 +0.2%
PWM
1803
Palumbo Wealth Management
New York
$801K +$27.8K +61 +4%
WPWM
1804
Western Pacific Wealth Management
Illinois
$798K +$51.6K +113 +7%
PCA
1805
Peddock Capital Advisors
Massachusetts
$798K
MA
1806
MONECO Advisors
Connecticut
$796K +$37K +81 +5%
GAM
1807
Gould Asset Management
California
$795K +$4.57K +10 +0.6%
PL
1808
Plancorp LLC
Missouri
$795K -$3.2K -7 -0.4%
AA
1809
Advisory Alpha
Michigan
$794K +$491K +1,076 +163%
VFA
1810
Voya Financial Advisors
Connecticut
$793K -$19.2K -42 -2%
PFC
1811
Phocas Financial Corp
California
$792K -$53.9K -118 -6%
CRWM
1812
Castle Rock Wealth Management
California
$792K +$18K +36 +2%
IWA
1813
Icon Wealth Advisors
Texas
$792K +$4.57K +10 +0.6%
MA
1814
MJP Associates
Connecticut
$791K +$9.59K +21 +1%
JWA
1815
JFS Wealth Advisors
Pennsylvania
$790K -$23.3K -51 -3%
LCOV
1816
London Company of Virginia
Virginia
$790K
3F
1817
360 Financial
Minnesota
$789K
SIAG
1818
Signet Investment Advisory Group
Rhode Island
$789K -$9.59K -21 -1%
ZIC
1819
ZWJ Investment Counsel
Georgia
$788K -$126K -277 -14%
ATC
1820
Adirondack Trust Company
New York
$787K +$1.37K +3 +0.2%
Kayne Anderson Rudnick Investment Management
1821
Kayne Anderson Rudnick Investment Management
California
$787K +$46.1K +101 +6%
WPW
1822
Warther Private Wealth
Ohio
$787K -$42K -92 -5%
PFG
1823
PAX Financial Group
Texas
$786K -$476K -1,042 -38%
WG
1824
Welch Group
Alabama
$785K +$295K +647 +60%
FC
1825
Fulcrum Capital
Washington
$782K +$223K +489 +40%