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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 %
MS
1976
Marshall & Sullivan
Washington
$596K -$109K -231 -15%
CCMD
1977
Cypress Capital Management (Delaware)
Delaware
$596K -$472 -1 -0.1%
CCIA
1978
Campbell & Co Investment Adviser
Maryland
$595K +$595K +1,260 New
EW
1979
Enzi Wealth
Texas
$593K +$593K +1,150 New
TCPWM
1980
Traverso Chambers Private Wealth Management
California
$592K
LCM
1981
Landscape Capital Management
New Jersey
$591K
AWA
1982
Amplius Wealth Advisors
Pennsylvania
$591K +$283K +600 +92%
Aristotle Capital Management
1983
Aristotle Capital Management
California
$588K +$68.5K +145 +13%
FA
1984
Fermata Advisors
California
$586K -$31.2K -66 -5%
AC
1985
Addison Capital
Pennsylvania
$582K
CC
1986
Callan Capital
California
$579K +$260K +551 +82%
WCA
1987
Waratah Capital Advisors
Ontario, Canada
$579K +$579K +1,227 New
AP
1988
Atwood & Palmer
Missouri
$578K -$144K -305 -20%
FC
1989
Fulcrum Capital
Washington
$578K -$9.44K -20 -2%
GCP
1990
Gill Capital Partners
Colorado
$577K +$37.8K +80 +7%
PWM
1991
PBMares Wealth Management
Virginia
$575K
ACP
1992
Aviance Capital Partners
Florida
$574K +$19.4K +41 +3%
PTB
1993
Pioneer Trust Bank
Oregon
$572K -$23.6K -50 -4%
WWM
1994
Windsor Wealth Management
Indiana
$572K +$8.43K +18 +1%
ARMT
1995
Amica Retiree Medical Trust
Rhode Island
$570K -$210K -444 -27%
BSB
1996
Bangor Savings Bank
Maine
$570K
RBCM
1997
Raub Brock Capital Management
California
$568K
MIM
1998
Montgomery Investment Management
Maryland
$567K
NCM
1999
Northside Capital Management
Oregon
$567K
LBA
2000
Lowell Blake & Associates
Massachusetts
$567K