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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 %
OMC
1851
Overbrook Management Corp
New York
$734K +$35.4K +75 +5%
CRWM
1852
Castle Rock Wealth Management
California
$731K -$12.3K -26 -2%
HIC
1853
Holderness Investments Company
North Carolina
$730K
CWM
1854
Castle Wealth Management
Florida
$729K -$13.7K -29 -2%
GA
1855
GraniteShares Advisors
New York
$723K -$107K -227 -13%
VCG
1856
Vantage Consulting Group
Virginia
$723K -$59.5K -126 -8%
SA
1857
Syntax Advisors
New York
$723K -$59.5K -126 -8%
9WM
1858
9258 Wealth Management
Ohio
$721K -$43.9K -93 -6%
SGK
1859
Steigerwald Gordon & Koch
Virginia
$721K +$19.4K +41 +3%
RWP
1860
Ridgecrest Wealth Partners
California
$720K +$23.6K +50 +3%
WPA
1861
West Paces Advisors
Georgia
$719K
PMFA
1862
Plante Moran Financial Advisors
Michigan
$719K -$296K -627 -29%
VCP
1863
Verus Capital Partners
Arizona
$719K -$29.7K -63 -4%
STAS
1864
Strong Tower Advisory Services
Minnesota
$718K +$17.9K +38 +3%
GSIS
1865
Global Strategic Investment Solutions
Arizona
$717K +$311K +659 +77%
TPCW
1866
TD Private Client Wealth
New York
$715K +$20.8K +44 +3%
SWM
1867
Silverlake Wealth Management
Vermont
$714K +$31.2K +66 +5%
TCM
1868
Traynor Capital Management
Pennsylvania
$714K -$45.3K -96 -6%
GAA
1869
Global Assets Advisory
Florida
$714K +$40.6K +81 +6%
FAT
1870
First American Trust
California
$714K +$63.8K +135 +10%
ABC
1871
Associated Banc-Corp
Wisconsin
$711K -$64.7K -137 -8%
PBO
1872
Peoples Bank (Ohio)
Ohio
$711K -$43K -91 -6%
GWM
1873
Greenwich Wealth Management
Connecticut
$711K +$6.61K +14 +0.9%
CIA
1874
Cladis Investment Advisory
Montana
$710K +$8.5K +18 +1%
RFA
1875
Resurgent Financial Advisors
Georgia
$709K -$2.83K -6 -0.4%