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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 %
CPA
1976
Court Place Advisors
Maryland
$674K -$1.32M -2,290 -66%
GL
1977
Graypoint LLC
New York
$674K +$237K +411 +54%
WMA
1978
Wealth Management Associates
New Jersey
$674K
FOA
1979
Five Oceans Advisors
California
$673K +$4.61K +8 +0.7%
PWM
1980
PBMares Wealth Management
Virginia
$673K +$154K +268 +30%
GCP
1981
GSA Capital Partners
United Kingdom
$671K -$1.08M -1,877 -62%
XWM
1982
Xcel Wealth Management
Florida
$670K -$24.2K -42 -3%
PWS
1983
Precision Wealth Strategies
Missouri
$670K +$13.8K +24 +2%
IF
1984
Integrity Financial
Wyoming
$667K -$468K -812 -41%
NA
1985
Nottingham Advisors
New York
$667K
SP
1986
Successful Portfolios
Florida
$662K +$35.1K +61 +6%
AIC
1987
Archer Investment Corporation
Indiana
$661K -$41.9K -72 -6%
CA
1988
Claro Advisors
Massachusetts
$658K
EFSCE
1989
Enterprise Financial Services Corp (EFSC)
Missouri
$658K +$26.5K +46 +4%
GCP
1990
Gill Capital Partners
Colorado
$658K +$134K +233 +26%
SSW
1991
Smith Shellnut Wilson
Mississippi
$657K
SWM
1992
Segment Wealth Management
Texas
$656K -$13.3K -23 -2%
CPIG
1993
Chicago Partners Investment Group
Illinois
$656K +$10.7K +25 +2%
HMS
1994
Hanseatic Management Services
New Mexico
$655K -$5.19K -9 -0.8%
DA
1995
DSC Advisors
Illinois
$653K +$397K +690 +155%
WPC
1996
Waters Parkerson & Co
Louisiana
$652K -$20.7K -36 -3%
GF
1997
Gries Financial
Ohio
$650K +$210K +364 +48%
VWM
1998
Valley Wealth Managers
New Jersey
$649K -$6.34K -11 -1%
GA
1999
Greenspring Advisors
Maryland
$647K -$2.3K -4 -0.4%
HAIM
2000
Hunter Associates Investment Management
Pennsylvania
$647K