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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 %
ICM
1876
IMS Capital Management
Oregon
$806K -$20.2K -35 -2%
HTI
1877
Hikari Tsushin Inc
Japan
$806K
SWM
1878
Sugarloaf Wealth Management
Georgia
$805K -$4.03K -7 -0.5%
RDFA
1879
Ritter Daniher Financial Advisory
Ohio
$804K +$576 +1 +0.1%
WPWM
1880
Western Pacific Wealth Management
Illinois
$803K
VAS
1881
Vestmark Advisory Solutions
Massachusetts
$801K -$180K -312 -18%
CAP
1882
Columbia Advisory Partners
Washington
$800K +$12.7K +22 +2%
VCG
1883
Vantage Consulting Group
Virginia
$799K -$54.1K -94 -6%
SA
1884
Syntax Advisors
New York
$799K -$54.1K -94 -6%
AWM
1885
Aberdeen Wealth Management
Illinois
$798K
SWM
1886
Silverlake Wealth Management
Vermont
$798K +$115K +199 +17%
WPA
1887
West Paces Advisors
Georgia
$795K +$168K +291 +27%
MWM
1888
Moulton Wealth Management
Washington
$790K -$56.4K -98 -7%
LWA
1889
Lenox Wealth Advisors
New York
$790K -$5.4K -9 -0.7%
PMA
1890
Prudent Man Advisors
Illinois
$789K -$22.4K -39 -3%
MSS
1891
Mitchell Sinkler & Starr
Pennsylvania
$789K -$17.8K -31 -2%
RVPG
1892
Relative Value Partners Group
$789K +$789K +1,370 New
GIP
1893
Greatmark Investment Partners
Georgia
$788K -$1.73K -3 -0.2%
JF
1894
JSF Financial
California
$783K -$439K -762 -36%
PWA
1895
Peterson Wealth Advisors
Utah
$783K -$27.6K -48 -3%
SFG
1896
Sovereign Financial Group
Connecticut
$781K +$6.91K +12 +0.9%
MIA
1897
MainStreet Investment Advisors
Illinois
$781K +$12.1K +21 +2%
EWM
1898
Endurance Wealth Management
Rhode Island
$779K -$1.73K -3 -0.2%
CFS
1899
CRA Financial Services
New Jersey
$779K +$90.5K +157 +13%
PPP
1900
Private Portfolio Partners
New Jersey
$778K -$15.6K -27 -2%