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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 %
IIC
1951
Integrated Investment Consultants
Michigan
$642K +$52.5K +115 +9%
OLVIG
1952
Oliver Lagore Vanvalin Investment Group
Michigan
$642K -$79.9K -175 -11%
PPP
1953
Private Portfolio Partners
New Jersey
$641K +$18.3K +40 +3%
GAG
1954
GM Advisory Group
New York
$641K +$4.57K +10 +0.7%
WBC
1955
West Branch Capital
Massachusetts
$640K +$457 +1 +0.1%
SAA
1956
Southeast Asset Advisors
Georgia
$640K -$913 -2 -0.1%
HTI
1957
Hikari Tsushin Inc
Japan
$639K
BBA
1958
Baader Bank Aktiengesellschaft
Germany
$639K
B
1959
Barings
North Carolina
$638K -$23.7K -52 -4%
RCM
1960
Radnor Capital Management
Pennsylvania
$637K
MFG
1961
Magnus Financial Group
New York
$637K -$23.7K -52 -4%
LF
1962
Lee Financial
Texas
$636K +$183K +400 +40%
AWM
1963
Aberdeen Wealth Management
Illinois
$632K
TCM
1964
Tributary Capital Management
Nebraska
$632K -$13.7K -30 -2%
PIMG
1965
Patriot Investment Management Group
Tennessee
$632K +$122K +243 +24%
HFRG
1966
Houlihan Financial Resource Group
Virginia
$631K
NIC
1967
Northwest Investment Counselors
Oregon
$631K +$89.5K +196 +17%
PG
1968
Pendal Group
Australia
$631K +$631K +1,382 New
PAM
1969
Paradigm Asset Management
New York
$630K -$2.33M -5,100 -79%
DIP
1970
DT Investment Partners
Pennsylvania
$630K
VCP
1971
Verus Capital Partners
Arizona
$629K -$66.6K -146 -10%
PHAM
1972
Palisades Hudson Asset Management
Florida
$627K
AWA
1973
Alaska Wealth Advisors
Alaska
$626K +$104K +228 +20%
MC
1974
Miramar Capital
Illinois
$625K +$36.5K +80 +6%
MWC
1975
MBM Wealth Consultants
Missouri
$625K +$22.7K +50 +4%