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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 %
DF
1851
Donoghue Forlines
Massachusetts
$846K -$1.07M -1,852 -56%
RGF
1852
Retirement Guys Formula
Ohio
$846K -$101K -176 -11%
PHAM
1853
Palisades Hudson Asset Management
Florida
$846K
TCM
1854
Tributary Capital Management
Nebraska
$846K +$138K +240 +20%
SW
1855
Solidarity Wealth
Utah
$846K +$846K +1,423 New
MA
1856
MONECO Advisors
Connecticut
$845K +$4.61K +8 +0.5%
SRC
1857
Sage Rhino Capital
California
$842K +$4.61K +8 +0.6%
EFG
1858
Everhart Financial Group
Ohio
$842K +$135K +235 +19%
GA
1859
Geller Advisors
New York
$841K +$522K +907 +164%
MCM
1860
Monarch Capital Management
Indiana
$840K -$2.88K -5 -0.3%
LWA
1861
Lineweaver Wealth Advisors
Ohio
$840K +$30K +52 +4%
CWP
1862
Capital Wealth Planning
Florida
$839K +$339K +588 +68%
BAS
1863
Brown Advisory Securities
Maryland
$838K -$702K -1,218 -46%
CFO
1864
CVA Family Office
Colorado
$836K +$92.1K +160 +12%
CHC
1865
City Holding Co
West Virginia
$836K +$423K +734 +102%
CIA
1866
Cladis Investment Advisory
Montana
$832K
WFA
1867
Wellspring Financial Advisors
Ohio
$831K +$50.6K +88 +6%
GG
1868
Gleason Group
Kentucky
$830K +$1.15K +2 +0.1%
BWP
1869
BSW Wealth Partners
Colorado
$829K +$93.8K +163 +13%
GFP
1870
Gryphon Financial Partners
Ohio
$827K -$86.4K -150 -9%
CWA
1871
Clearview Wealth Advisors
Oregon
$823K -$761K -1,321 -48%
STAS
1872
Strong Tower Advisory Services
Minnesota
$823K +$823K +1,429 New
EA
1873
Echo45 Advisors
California
$819K -$121K -210 -13%
KPCM
1874
Kings Point Capital Management
New York
$812K +$66.8K +116 +9%
PTB
1875
Pioneer Trust Bank
Oregon
$808K +$8.06K +14 +1%