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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 %
ASI
2001
Advisory Services & Investments
Oregon
$646K +$15.5K +27 +2%
MWM
2002
Mascoma Wealth Management
New Hampshire
$645K +$276K +479 +75%
TNBTD
2003
Trustmark National Bank Trust Department
Mississippi
$644K +$644K +1,118 New
SCA
2004
Sage Capital Advisors
South Dakota
$643K -$7.2K -12 -1%
LIA
2005
LBMC Investment Advisors
Tennessee
$641K -$25.9K -45 -4%
PP
2006
PDS Planning
Ohio
$641K +$40.3K +70 +7%
IFS
2007
Intelligent Financial Strategies
Minnesota
$639K -$204K -354 -24%
CLOS
2008
Compagnie Lombard Odier SCmA
Switzerland
$639K -$79.4K -138 -11%
EWA
2009
EverSource Wealth Advisors
Alabama
$638K +$245K +426 +62%
KCPG
2010
Kavar Capital Partners Group
Kansas
$636K -$3.9M -6,783 -86%
GG
2011
Golden Green
South Carolina
$636K -$853K -1,481 -57%
PRWA
2012
Platte River Wealth Advisors
Colorado
$636K
TCPWM
2013
Traverso Chambers Private Wealth Management
California
$636K +$1.15K +2 +0.2%
Credit Agricole
2014
Credit Agricole
France
$636K +$141K +244 +28%
FC
2015
Financial Consulate
Maryland
$635K +$576 +1 +0.1%
CWM
2016
Cahaba Wealth Management
Georgia
$635K +$118K +222 +23%
LRIA
2017
Leonard Rickey Investment Advisors
Washington
$634K -$9.79K -17 -2%
RFM
2018
Royal Fund Management
Florida
$634K
ITFISA
2019
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$633K -$303K -527 -32%
LG
2020
Lane Generational
Massachusetts
$633K -$5.65M -9,812 -90%
LIA
2021
LS Investment Advisors
Michigan
$633K
Aristotle Capital Management
2022
Aristotle Capital Management
California
$633K
MAG
2023
MRA Advisory Group
New Jersey
$632K -$131K -228 -17%
HWM
2024
Hemington Wealth Management
Virginia
$632K +$274K +476 +77%
LFG
2025
Larson Financial Group
Missouri
$631K -$4.03K -7 -0.6%