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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 %
AF
1876
Alerus Financial
North Dakota
$725K -$8.57M -18,775 -92%
FCFS
1877
First Command Financial Services
Texas
$723K +$1.83K +4 +0.3%
FCB
1878
First Command Bank
Texas
$723K +$1.83K +4 +0.3%
GSIS
1879
Global Strategic Investment Solutions
Arizona
$722K +$28.8K +63 +4%
EFG
1880
Everhart Financial Group
Ohio
$722K -$166K -364 -19%
RFA
1881
Resurgent Financial Advisors
Georgia
$721K +$35.6K +78 +5%
OC
1882
Oakworth Capital
Alabama
$721K -$13.2K -29 -2%
LPAM
1883
Lodestar Private Asset Management
California
$721K +$721K +1,578 New
SCA
1884
Scott Capital Advisors
Oregon
$717K -$17.8K -39 -2%
GIP
1885
Greatmark Investment Partners
Georgia
$716K
CG
1886
Corundum Group
Colorado
$716K +$426K +933 +147%
SC
1887
Solstein Capital
California
$715K +$107K +235 +18%
CI
1888
Cavalier Investments
Georgia
$714K -$44.7K -98 -6%
RIA
1889
Richwood Investment Advisors
Ohio
$714K -$13.7K -30 -2%
PT
1890
Plimoth Trust
Massachusetts
$712K +$2.28K +5 +0.3%
RDFA
1891
Ritter Daniher Financial Advisory
Ohio
$711K +$73K +160 +11%
LBA
1892
Lowell Blake & Associates
Massachusetts
$710K +$162K +355 +30%
TPCW
1893
TD Private Client Wealth
New York
$709K +$17.3K +38 +3%
WPA
1894
West Paces Advisors
Georgia
$708K +$12.8K +28 +2%
MSFS
1895
Main Street Financial Solutions
Pennsylvania
$707K -$2.05M -4,504 -74%
SWM
1896
Silverlake Wealth Management
Vermont
$706K +$16K +35 +2%
OL
1897
Owen LaRue
Kentucky
$705K +$705K +1,545 New
ABC
1898
Associated Banc-Corp
Wisconsin
$704K +$16.9K +37 +2%
HIC
1899
Holderness Investments Company
North Carolina
$703K -$2.28K -5 -0.3%
CIG
1900
Cascade Investment Group
Colorado
$702K +$702K +1,538 New