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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 %
CIA
1926
Cladis Investment Advisory
Montana
$672K -$13.7K -30 -2%
HT
1927
Heritage Trust
Oklahoma
$667K -$68.9K -151 -9%
TPW
1928
Transatlantique Private Wealth
New York
$667K
GWM
1929
Greenwich Wealth Management
Connecticut
$666K -$21.5K -47 -3%
CWM
1930
Centurion Wealth Management
Virginia
$665K +$665K +1,456 New
MS
1931
Marshall & Sullivan
Washington
$664K +$88.5K +194 +15%
OMC
1932
Overbrook Management Corp
New York
$664K -$45.7K -100 -6%
SRC
1933
Sage Rhino Capital
California
$662K -$457 -1 -0.1%
ACP
1934
Aviance Capital Partners
Florida
$660K +$105K +231 +19%
HTHT
1935
Hemenway Trust Hemenway Trust
New Hampshire
$659K
MC
1936
Montag & Caldwell
Georgia
$659K
T
1937
TOBAM
France
$658K -$386K -845 -37%
MIM
1938
Moseley Investment Management
Florida
$658K +$8.68K +19 +1%
EFG
1939
Ethos Financial Group
Pennsylvania
$657K +$657K +1,385 New
FAT
1940
First American Trust
California
$656K -$34.2K -75 -5%
PCTC
1941
Perkins Coie Trust Company
Washington
$652K -$5.02K -11 -0.8%
ORAM
1942
One River Asset Management
Connecticut
$652K +$652K +1,428 New
EM
1943
Excalibur Management
Massachusetts
$651K
WFA
1944
Wellspring Financial Advisors
Ohio
$649K +$29.2K +64 +5%
BWP
1945
BSW Wealth Partners
Colorado
$648K +$457 +1 +0.1%
IIA
1946
Integral Investment Advisors
California
$648K -$4.56K -10 -0.7%
SFG
1947
Sovereign Financial Group
Connecticut
$646K +$27.4K +60 +4%
JSL
1948
JT Stratford LLC
Georgia
$646K +$37K +81 +6%
BA
1949
Bridge Advisory
California
$644K -$1.37K -3 -0.2%
DEM
1950
Disciplined Equity Management
Florida
$644K