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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 %
TIM
1951
Tevis Investment Management
Texas
$627K +$3.78K +8 +0.6%
BB
1952
Berkshire Bank
Massachusetts
$627K +$134K +283 +27%
CFD
1953
Creative Financial Designs
Indiana
$626K +$164K +348 +36%
HA
1954
Hofer & Associates
California
$625K +$24.1K +51 +4%
SFA
1955
Souders Financial Advisors
Ohio
$625K +$625K +1,324 New
CFS
1956
CRA Financial Services
New Jersey
$620K -$3.78K -8 -0.6%
PIM
1957
Profit Investment Management
Maryland
$618K
CA
1958
Cornerstone Advisory
Maryland
$618K +$4.25K +9 +0.7%
OCPWS
1959
One Charles Private Wealth Services
Massachusetts
$618K +$49.6K +105 +9%
TFA
1960
Toth Financial Advisory
Virginia
$618K +$84K +178 +16%
RCM
1961
Radnor Capital Management
Pennsylvania
$616K
VWMG
1962
Virginia Wealth Management Group
Virginia
$615K +$87.4K +185 +17%
AC
1963
Avestar Capital
New York
$614K -$96.7K -205 -14%
HT
1964
HighTower Trust
Texas
$614K +$614K +1,300 New
CIS
1965
Continental Investors Services
Washington
$613K
MWP
1966
Madison Wealth Partners
Wisconsin
$612K -$3.31K -7 -0.5%
WMA
1967
Wealth Management Associates
New Jersey
$612K +$98.7K +209 +19%
IIC
1968
Integrated Investment Consultants
Michigan
$610K -$14.6K -31 -2%
CWA
1969
Clearview Wealth Advisors
Oregon
$609K -$66.1K -140 -10%
HHAA
1970
Henry H. Armstrong Associates
Pennsylvania
$608K
VEA
1971
Virtus ETF Advisers
New York
$606K +$6.61K +14 +1%
MM
1972
MQS Management
New York
$606K +$606K +1,283 New
SIM
1973
SSI Investment Management
California
$602K
1W
1974
1776 Wealth
Georgia
$602K
EWM
1975
Endurance Wealth Management
Rhode Island
$601K -$37.8K -80 -6%