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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 %
PL
2001
Parthenon LLC
Kentucky
$566K
AWM
2002
Activest Wealth Management
Florida
$566K +$521K +1,103 +1,161%
PFSC
2003
Peoples Financial Services Corp
Pennsylvania
$565K +$4.72K +10 +0.8%
CLOS
2004
Compagnie Lombard Odier SCmA
Switzerland
$564K -$16.5K -35 -3%
OHIS
2005
Oak Harvest Investment Services
Texas
$564K +$564K +1,195 New
SFG
2006
StrategIQ Financial Group
Indiana
$563K
TFM
2007
TFC Financial Management
Massachusetts
$563K +$236K +500 +72%
NIC
2008
Northwest Investment Counselors
Oregon
$560K
LFG
2009
Larson Financial Group
Missouri
$560K +$16.5K +35 +3%
CFG
2010
CKW Financial Group
Hawaii
$556K
MW
2011
MBL Wealth
North Carolina
$555K -$472 -1 -0.1%
LIA
2012
LBMC Investment Advisors
Tennessee
$555K
BIA
2013
Bigelow Investment Advisors
Maine
$554K
CPA
2014
Court Place Advisors
Maryland
$553K
LDFR
2015
Lehman & Derafelo Financial Resources
Pennsylvania
$551K
NA
2016
Nottingham Advisors
New York
$547K
SICM
2017
Sustainable Insight Capital Management
New York
$545K +$89.7K +190 +20%
MWM
2018
Mascoma Wealth Management
New Hampshire
$543K +$472 +1 +0.1%
FTA
2019
Financial & Tax Architects
Missouri
$542K -$111K -236 -17%
AWA
2020
Alaska Wealth Advisors
Alaska
$540K +$59.5K +126 +12%
SSW
2021
Smith Shellnut Wilson
Mississippi
$539K
SCA
2022
Sander Capital Advisors
Washington
$539K +$75.1K +159 +16%
SAM
2023
Summit Asset Management
Tennessee
$537K +$3.78K +8 +0.7%
BWA
2024
Bordeaux Wealth Advisors
California
$536K +$536K +1,134 New
GCP
2025
GSA Capital Partners
United Kingdom
$536K +$536K +1,135 New