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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 %
MTIC
2026
Missouri Trust & Investment Company
Missouri
$631K -$1.15K -2 -0.2%
CST
2027
Charles Schwab Trust
Nevada
$630K +$17.3K +30 +3%
SAM
2028
Summit Asset Management
Tennessee
$627K -$2.88K -5 -0.5%
EGA
2029
Eagle Global Advisors
Texas
$624K
DLG
2030
Daniel L. Goodwin
$624K +$295K +510 +89%
CBT
2031
CoreFirst Bank & Trust
Kansas
$623K
JSL
2032
JT Stratford LLC
Georgia
$620K -$99.6K -173 -14%
NJBEST
2033
New Jersey Better Educational Savings Trust
New Jersey
$620K
SCP
2034
Seizert Capital Partners
Michigan
$618K +$28.8K +50 +5%
KP
2035
Keel Point
Alabama
$617K +$576 +1 +0.1%
HIP
2036
HUB Investment Partners
Texas
$611K -$101K -176 -14%
MPAM
2037
Murphy Pohlad Asset Management
Minnesota
$607K
SHWM
2038
Smith & Howard Wealth Management
Georgia
$606K
VC
2039
Vestor Capital
Illinois
$603K
WG
2040
Welch Group
Alabama
$600K -$1.54M -2,673 -72%
HFS
2041
Heritage Financial Services
Massachusetts
$600K +$246K +428 +70%
PC
2042
Periscope Capital
Ontario, Canada
$595K -$87.5K -152 -13%
FCA
2043
FLC Capital Advisors
California
$591K
SIA
2044
Strategic Investment Advisors
Michigan
$591K +$10.9K +19 +2%
EFL
2045
ERn Financial LLC
Wisconsin
$591K +$268K +465 +83%
UCB
2046
United Community Bank
South Carolina
$590K -$66.2K -115 -10%
BIM
2047
Barton Investment Management
Pennsylvania
$590K
GHA
2048
GW Henssler & Associates
Georgia
$590K +$53K +92 +10%
PIMG
2049
Patriot Investment Management Group
Tennessee
$589K +$31.1K +54 +6%
WCM
2050
WealthBridge Capital Management
Ohio
$588K +$16.7K +29 +3%