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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 %
ET
1851
Equitable Trust
Tennessee
$750K +$30.6K +67 +4%
CNC
1852
Canandaigua National Corp
New York
$749K -$48.4K -106 -6%
RWPA
1853
Richard W. Paul & Associates
Michigan
$748K +$748K +1,639 New
SCG
1854
Sonata Capital Group
Washington
$748K
CSWG
1855
Cardinal Strategic Wealth Guidance
Kentucky
$744K -$5.48K -12 -0.7%
IA
1856
IFG Advisory
Georgia
$744K -$460K -1,008 -38%
RZH
1857
Relyea Zuckerberg Hanson
Connecticut
$743K +$27.4K +60 +4%
TFF
1858
The Family Firm
Maryland
$743K +$10.5K +23 +1%
GWWM
1859
Great Waters Wealth Management
Minnesota
$741K +$741K +1,509 New
Dimensional Fund Advisors
1860
Dimensional Fund Advisors
Texas
$740K -$3.54K -7,760 -0.5%
VBCG
1861
Valley Brook Capital Group
Pennsylvania
$740K +$6.85K +15 +0.9%
VEA
1862
Virtus ETF Advisers
New York
$740K +$154K +337 +26%
CWM
1863
Circle Wealth Management
New Jersey
$739K +$20.5K +45 +3%
LCM
1864
LCM Capital Management
Illinois
$737K +$6.39K +14 +0.9%
CA
1865
Claro Advisors
Massachusetts
$736K +$86.7K +190 +13%
TCM
1866
Traynor Capital Management
Pennsylvania
$736K +$45.6K +100 +7%
PTB
1867
Pioneer Trust Bank
Oregon
$735K +$183K +400 +33%
LA
1868
LexAurum Advisors
Kansas
$733K
CSI
1869
Cross Staff Investments
New York
$730K +$730K +1,600 New
WA
1870
WP Advisors
California
$728K -$11.9K -26 -2%
GFS
1871
GYL Financial Synergies
Connecticut
$728K -$38.3K -84 -5%
SA
1872
Syntax Advisors
New York
$728K +$29.7K +65 +4%
VCG
1873
Vantage Consulting Group
Virginia
$728K +$29.7K +65 +4%
AWA
1874
Aaron Wealth Advisors
Illinois
$727K +$233K +510 +47%
IGGA
1875
Iron Gate Global Advisors
Utah
$725K -$6.85K -15 -0.9%