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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 %
CC
1876
Constitution Capital
Connecticut
$708K -$189K -400 -21%
BA
1877
Birinyi Associates
Connecticut
$708K
LRIA
1878
Leonard Rickey Investment Advisors
Washington
$706K -$1.89K -4 -0.3%
LWA
1879
Lineweaver Wealth Advisors
Ohio
$705K +$10.3K +22 +1%
BWM
1880
Biltmore Wealth Management
Arizona
$704K -$101K -213 -13%
PIA
1881
Perennial Investment Advisors
California
$703K -$471K -996 -40%
NIM
1882
Nexus Investment Management
Ontario, Canada
$703K
GG
1883
Gleason Group
Kentucky
$700K +$17.5K +37 +3%
ACM
1884
AlphaCrest Capital Management
New York
$696K -$1.87M -3,964 -73%
VA
1885
Valmark Advisers
Ohio
$690K +$12.8K +27 +2%
TPW
1886
Transatlantique Private Wealth
New York
$690K +$30.7K +65 +5%
MCM
1887
Monarch Capital Management
Indiana
$689K
WTA
1888
Washington Trust Advisors
Massachusetts
$688K +$119K +253 +21%
C
1889
Certuity
Florida
$687K +$38.7K +82 +6%
SWRP
1890
Summit Wealth & Retirement Planning
California
$687K +$687K +1,454 New
LWANC
1891
Laurel Wealth Advisors (North Carolina)
North Carolina
$686K +$70.8K +150 +12%
B
1892
Barings
North Carolina
$685K -$924K -1,955 -57%
SRC
1893
Sage Rhino Capital
California
$685K -$472 -1 -0.1%
MFG
1894
Magnus Financial Group
New York
$683K +$34K +72 +5%
HTHT
1895
Hemenway Trust Hemenway Trust
New Hampshire
$682K
CA
1896
Claro Advisors
Massachusetts
$682K
MC
1897
Montag & Caldwell
Georgia
$681K +$37.8K +80 +6%
PCTC
1898
Perkins Coie Trust Company
Washington
$680K
DOA
1899
D'Orazio & Associates
Virginia
$676K +$303K +641 +81%
IIA
1900
Integral Investment Advisors
California
$675K -$129K -273 -16%