COST icon

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 %
PIA
1901
Pinion Investment Advisors
Kansas
$702K -$196K -430 -22%
DMBA
1902
Deseret Mutual Benefit Administrators
Utah
$700K -$814K -1,783 -54%
CAP
1903
Columbia Advisory Partners
Washington
$700K +$63.9K +140 +10%
NFA
1904
Northern Financial Advisors
Michigan
$699K +$699K +1,532 New
STAS
1905
Strong Tower Advisory Services
Minnesota
$699K +$4.11K +9 +0.6%
VCM
1906
Virtue Capital Management
Tennessee
$698K +$395K +865 +130%
OWM
1907
OneAscent Wealth Management
Alabama
$693K -$147K -322 -17%
SWRP
1908
Summit Wealth & Retirement Planning
California
$692K +$28.3K +62 +4%
SCM
1909
Stevens Capital Management
Pennsylvania
$691K +$454K +994 +192%
C
1910
Certuity
Florida
$688K +$24.2K +53 +4%
APA
1911
Astoria Portfolio Advisors
New York
$687K -$196K -408 -22%
CC
1912
Constitution Capital
Connecticut
$685K
PMFA
1913
Plante Moran Financial Advisors
Michigan
$684K -$11K -24 -2%
SAF
1914
Smith Anglin Financial
Texas
$682K +$75.8K +166 +13%
BWM
1915
Biltmore Wealth Management
Arizona
$682K +$913 +2 +0.1%
AC
1916
Avestar Capital
New York
$681K +$86.8K +190 +15%
AFT
1917
Alpha Family Trust
California
$680K +$365K +800 +116%
NIM
1918
Nexus Investment Management
Ontario, Canada
$680K
PFBT
1919
Parkside Financial Bank & Trust
Missouri
$679K -$99.1K -217 -13%
GG
1920
Gleason Group
Kentucky
$678K +$1.83K +4 +0.3%
EWM
1921
Elite Wealth Management
Washington
$677K +$55.2K +121 +9%
TFA
1922
Toth Financial Advisory
Virginia
$676K +$78.5K +172 +13%
CS
1923
Capital Square
Tennessee
$675K -$253K -553 -27%
PBO
1924
Peoples Bank (Ohio)
Ohio
$674K -$13.2K -29 -2%
MCM
1925
Morton Capital Management
California
$673K +$22.8K +50 +4%