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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 %
EDRH
1926
Edmond de Rothschild Holding
Switzerland
$655K -$44.9K -95 -6%
AWM
1927
Aberdeen Wealth Management
Illinois
$654K
DIP
1928
DT Investment Partners
Pennsylvania
$652K -$321K -680 -33%
PWA
1929
Providence Wealth Advisors
Illinois
$650K +$18.9K +38 +3%
PHAM
1930
Palisades Hudson Asset Management
Florida
$648K
PPP
1931
Private Portfolio Partners
New Jersey
$645K -$8.03K -17 -1%
Credit Agricole
1932
Credit Agricole
France
$644K -$123K -261 -16%
PMA
1933
Prudent Man Advisors
Illinois
$643K -$1.42K -3 -0.2%
MIA
1934
MainStreet Investment Advisors
Illinois
$643K +$472 +1 +0.1%
EWM
1935
Elite Wealth Management
Washington
$643K +$4.72K +10 +0.7%
WFA
1936
Wellspring Financial Advisors
Ohio
$642K -$7.09K -15 -1%
ICM
1937
IMS Capital Management
Oregon
$642K +$4.72K +10 +0.7%
NCM
1938
Northwest Capital Management
Oregon
$641K +$20.8K +44 +3%
SFG
1939
Sovereign Financial Group
Connecticut
$640K +$1.42K +3 +0.2%
FOA
1940
Five Oceans Advisors
California
$640K +$85.5K +181 +15%
PWA
1941
Peterson Wealth Advisors
Utah
$638K -$4.73K -10 -0.7%
HFRG
1942
Houlihan Financial Resource Group
Virginia
$637K +$637K +1,340 New
MWC
1943
MBM Wealth Consultants
Missouri
$634K +$16.7K +35 +3%
PWM
1944
Paulson Wealth Management
Illinois
$632K -$55.2K -117 -8%
MC
1945
Miramar Capital
Illinois
$632K -$26.5K -54 -4%
JSL
1946
JT Stratford LLC
Georgia
$630K +$128K +272 +26%
PWA
1947
Phoenix Wealth Advisors
North Carolina
$629K +$30.7K +65 +5%
SC
1948
Solstein Capital
California
$629K +$200K +423 +47%
HSG
1949
Helen Stephens Group
Texas
$628K +$473 +1 +0.1%
SAF
1950
Smith Anglin Financial
Texas
$627K -$34K -72 -5%