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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 %
NAS
2001
Nicolet Advisory Services
Wisconsin
$605K +$107K +221 +21%
RWP
2002
Ridgecrest Wealth Partners
California
$604K -$91.3K -200 -13%
HWM
2003
Hohimer Wealth Management
Washington
$604K -$2.51M -5,500 -81%
TIM
2004
Tevis Investment Management
Texas
$602K -$3.2K -7 -0.5%
MC
2005
Matisse Capital
Oregon
$602K +$602K +1,318 New
OA
2006
Oxbow Advisors
Texas
$601K -$160K -350 -21%
CA
2007
Cornerstone Advisory
Maryland
$600K +$2.28K +5 +0.4%
OCPWS
2008
One Charles Private Wealth Services
Massachusetts
$599K +$1.83K +4 +0.3%
PIM
2009
Profit Investment Management
Maryland
$598K
1W
2010
1776 Wealth
Georgia
$598K +$15.5K +34 +3%
FOA
2011
Five Oceans Advisors
California
$597K -$21.5K -47 -3%
LFGH
2012
Lee Financial Group Hawaii
Hawaii
$597K -$70.7K -155 -11%
MWP
2013
Madison Wealth Partners
Wisconsin
$596K +$4.11K +9 +0.7%
LWANC
2014
Laurel Wealth Advisors (North Carolina)
North Carolina
$595K -$68.5K -150 -10%
SC
2015
Scholtz & Company
Connecticut
$595K +$595K +1,303 New
EWM
2016
Endurance Wealth Management
Rhode Island
$593K +$12.3K +27 +2%
CIS
2017
Continental Investors Services
Washington
$593K +$456 +1 +0.1%
CFS
2018
CRA Financial Services
New Jersey
$590K -$8.67K -19 -1%
GL
2019
Graypoint LLC
New York
$590K -$202K -443 -26%
SP
2020
Successful Portfolios
Florida
$590K +$74.4K +163 +14%
SGK
2021
Steigerwald Gordon & Koch
Virginia
$590K -$107K -235 -15%
AWM
2022
Activest Wealth Management
Florida
$589K +$42.4K +93 +8%
PWA
2023
Providence Wealth Advisors
Illinois
$589K
HT
2024
HighTower Trust
Texas
$589K
WWM
2025
Windsor Wealth Management
Indiana
$587K -$2.41K -5 -0.4%