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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 %
SAM
1901
Sompo Asset Management
Japan
$675K +$330K +700 +96%
SWM
1902
Sugarloaf Wealth Management
Georgia
$674K -$16.5K -35 -2%
MSS
1903
Mitchell Sinkler & Starr
Pennsylvania
$673K +$10.9K +23 +2%
EM
1904
Excalibur Management
Massachusetts
$673K +$42K +89 +7%
MCM
1905
Morton Capital Management
California
$672K +$8.03K +17 +1%
MIM
1906
Moseley Investment Management
Florida
$672K -$58.6K -124 -8%
BWP
1907
BSW Wealth Partners
Colorado
$670K -$12.3K -26 -2%
TCM
1908
Tributary Capital Management
Nebraska
$668K -$9.44K -20 -1%
BA
1909
Bridge Advisory
California
$668K +$22.7K +48 +4%
SFG
1910
Synergy Financial Group
California
$668K +$106K +225 +19%
CAAS
1911
Capital Asset Advisory Services
Michigan
$668K +$324K +685 +94%
VT
1912
Vise Technologies
New York
$667K -$473K -1,002 -41%
DEM
1913
Disciplined Equity Management
Florida
$666K +$47.2K +100 +8%
SAA
1914
Southeast Asset Advisors
Georgia
$663K
WBC
1915
West Branch Capital
Massachusetts
$662K +$28.8K +61 +5%
BBA
1916
Baader Bank Aktiengesellschaft
Germany
$661K -$68.5K -145 -9%
HTI
1917
Hikari Tsushin Inc
Japan
$661K
RDFA
1918
Ritter Daniher Financial Advisory
Ohio
$660K
GAG
1919
GM Advisory Group
New York
$658K -$170K -360 -21%
CAP
1920
Columbia Advisory Partners
Washington
$658K -$13.2K -28 -2%
Members Trust
1921
Members Trust
Florida
$657K -$164K -347 -20%
MTIC
1922
Missouri Trust & Investment Company
Missouri
$657K -$108K -228 -14%
ZIMP
1923
Zimmermann Investment Management & Planning
Pennsylvania
$657K +$74.2K +157 +13%
SFP
1924
Sweet Financial Partners
Minnesota
$657K +$657K +1,391 New
OFS
1925
OneAscent Financial Services
Alabama
$656K -$192K -406 -23%