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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 %
PWA
1926
Providence Wealth Advisors
Illinois
$739K
RWA
1927
River Wealth Advisors
Pennsylvania
$739K +$118K +204 +19%
GFS
1928
GYL Financial Synergies
Connecticut
$738K -$304K -528 -29%
DEM
1929
Disciplined Equity Management
Florida
$737K +$737K +1,280 New
SIM
1930
SSI Investment Management
California
$736K -$8.06K -14 -1%
1W
1931
1776 Wealth
Georgia
$734K +$34.5K +62 +5%
ACP
1932
Aviance Capital Partners
Florida
$734K +$54.2K +94 +8%
IPAM
1933
ICICI Prudential Asset Management
India
$734K +$106K +184 +17%
CIS
1934
Continental Investors Services
Washington
$732K +$5.11K +9 +0.7%
RF
1935
Rollins Financial
Georgia
$731K -$35.7K -62 -5%
EWM
1936
Elite Wealth Management
Washington
$730K +$346K +601 +90%
CCMD
1937
Cypress Capital Management (Delaware)
Delaware
$727K
MC
1938
Miramar Capital
Illinois
$726K +$726K +1,261 New
QTM
1939
qPULA Trading Management
New York
$722K +$431K +748 +148%
OCPWS
1940
One Charles Private Wealth Services
Massachusetts
$721K +$3.45K +6 +0.5%
HA
1941
Hofer & Associates
California
$721K +$38.6K +67 +6%
BFIC
1942
Bedell Frazier Investment Counselling
California
$719K +$87.6K +152 +14%
FC
1943
Fulcrum Capital
Washington
$716K -$62.2K -108 -8%
AC
1944
Addison Capital
Pennsylvania
$711K
CCB
1945
Cutter & Co Brokerage
Missouri
$710K -$46.6K -81 -6%
WG
1946
Watchman Group
Texas
$710K +$32.8K +57 +5%
NIC
1947
Northwest Investment Counselors
Oregon
$708K +$12.7K +22 +2%
MWC
1948
MBM Wealth Consultants
Missouri
$708K +$50.7K +88 +8%
Bank Julius Baer & Co
1949
Bank Julius Baer & Co
Switzerland
$705K -$411K -713 -37%
CIP
1950
Convergence Investment Partners
Florida
$704K -$1.73K -3 -0.2%