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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 %
GWM
1951
Greenwich Wealth Management
Connecticut
$702K -$13.8K -24 -2%
CVM
1952
Cheviot Value Management
California
$699K -$57.6K -100 -8%
SFG
1953
StrategIQ Financial Group
Indiana
$699K +$3.46K +6 +0.5%
ESB
1954
Essex Savings Bank
Connecticut
$698K -$32.8K -57 -4%
VWMG
1955
Virginia Wealth Management Group
Virginia
$698K
ARMT
1956
Amica Retiree Medical Trust
Rhode Island
$697K +$57K +99 +9%
WFMPM
1957
Woodley Farra Manion Portfolio Management
Indiana
$696K +$11.5K +20 +2%
BIA
1958
Bigelow Investment Advisors
Maine
$694K
OFS
1959
OneAscent Financial Services
Alabama
$694K +$58.2K +101 +9%
BSB
1960
Bangor Savings Bank
Maine
$693K +$5.76K +10 +0.8%
RBCM
1961
Raub Brock Capital Management
California
$692K -$83.5K -145 -11%
NCM
1962
Northside Capital Management
Oregon
$691K
PL
1963
Parthenon LLC
Kentucky
$690K
HT
1964
HighTower Trust
Texas
$689K -$38.6K -67 -5%
SAF
1965
Smith Anglin Financial
Texas
$688K -$11.5K -20 -2%
CG
1966
Carmignac Gestion
France
$685K -$95.2M -165,396 -99%
LPT
1967
Legacy Private Trust
Wisconsin
$685K +$51.2K +89 +8%
KA
1968
Klingman & Associates
New York
$683K +$5.18K +9 +0.8%
BIP
1969
Blueprint Investment Partners
North Carolina
$681K +$138K +239 +25%
AWA
1970
Aaron Wealth Advisors
Illinois
$681K +$680K +391,297 +45,712%
HI
1971
HBK Investments
Texas
$678K -$2.21M -3,834 -77%
CFG
1972
CKW Financial Group
Hawaii
$677K
MW
1973
MBL Wealth
North Carolina
$677K +$677K +1,175 New
ZIMP
1974
Zimmermann Investment Management & Planning
Pennsylvania
$676K +$62.8K +109 +10%
MWP
1975
Madison Wealth Partners
Wisconsin
$675K +$34K +59 +5%