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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 %
BOPW
1976
Brandywine Oak Private Wealth
Pennsylvania
$624K -$231K -506 -27%
CWM
1977
Castle Wealth Management
Florida
$622K -$82.6K -181 -12%
LGA
1978
Lebenthal Global Advisors
New York
$621K +$128K +281 +26%
NCM
1979
Northwest Capital Management
Oregon
$620K +$456 +1 +0.1%
GA
1980
GraniteShares Advisors
New York
$619K -$79.4K -174 -11%
TCM
1981
Tradewinds Capital Management
Washington
$618K +$105K +229 +20%
TWP
1982
Tempus Wealth Planning
California
$618K -$142K -311 -19%
DWM
1983
Dorchester Wealth Management
Quebec, Canada
$618K -$1.79M -3,917 -74%
HA
1984
Hofer & Associates
California
$617K +$12.8K +28 +2%
KCM
1985
Kathmere Capital Management
Pennsylvania
$616K -$252K -551 -29%
CFD
1986
Creative Financial Designs
Indiana
$613K +$7.76K +17 +1%
MTIC
1987
Missouri Trust & Investment Company
Missouri
$612K -$22.8K -50 -4%
GCM
1988
Gladius Capital Management
Illinois
$611K -$1.71M -3,743 -74%
Nomura Holdings
1989
Nomura Holdings
Japan
$611K -$4.32M -9,281 -88%
HFS
1990
Heritage Financial Services
Massachusetts
$611K +$135K +296 +28%
SWM
1991
Sugarloaf Wealth Management
Georgia
$610K -$41.5K -91 -6%
BB
1992
Berkshire Bank
Massachusetts
$609K +$3.2K +7 +0.5%
MFWP
1993
Mosaic Family Wealth Partners
Missouri
$609K +$609K +1,335 New
PWA
1994
Peterson Wealth Advisors
Utah
$608K -$7.76K -17 -1%
VWMG
1995
Virginia Wealth Management Group
Virginia
$608K +$13.7K +30 +2%
SG
1996
Sharper & Granite
California
$608K +$608K +1,332 New
AFP
1997
Alpha Financial Partners
Kentucky
$608K +$608K +1,332 New
SFG
1998
Synergy Financial Group
California
$608K -$37.9K -83 -6%
SAM
1999
Sompo Asset Management
Japan
$607K -$45.7K -100 -7%
HSG
2000
Helen Stephens Group
Texas
$607K