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Costco

2,761 hedge funds and large institutions have $142B invested in Costco in 2022 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,135 increasing their positions, 1,135 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,761
Holders Change
-80
Holders Change %
-2.82%
% of All Funds
46.69%
Holding in Top 10
231
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-14.76%
% of All Funds
3.91%
New
129
Increased
1,135
Reduced
1,135
Closed
171
Calls
$3.2B
Puts
$3.86B
Net Calls
-$662M
Net Calls Change
+$580M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2026
Cahaba Wealth Management
Georgia
$510K -$62.7K -131 -11%
CC
2027
Centiva Capital
New York
$510K +$463K +966 +976%
JSL
2028
JT Stratford LLC
Georgia
$509K -$6.7K -14 -1%
SICM
2029
Sustainable Insight Capital Management
New York
$509K +$229K +435 +82%
WWA
2030
WC Walker & Associates
California
$508K +$138K +263 +37%
WG
2031
Watchman Group
Texas
$507K -$83.9K -175 -14%
PSP
2032
Principal Street Partners
Tennessee
$507K +$62.3K +130 +14%
RFM
2033
Royal Fund Management
Florida
$506K -$21.6K -45 -4%
SHWM
2034
Smith & Howard Wealth Management
Georgia
$505K
MPAM
2035
Murphy Pohlad Asset Management
Minnesota
$505K
AIFAIM
2036
American Institute for Advanced Investment Management
Arizona
$505K +$35.9K +75 +8%
EL
2037
Essex LLC
Illinois
$504K +$36.9K +77 +8%
Bank Julius Baer & Co
2038
Bank Julius Baer & Co
Switzerland
$503K -$83.4K -174 -14%
TCM
2039
Tradewinds Capital Management
Washington
$502K -$3.34M -6,964 -87%
VC
2040
Vestor Capital
Illinois
$502K
BB
2041
Berkshire Bank
Massachusetts
$501K +$41.2K +86 +9%
HFS
2042
Heritage Financial Services
Massachusetts
$499K
LA
2043
Legacy Advisors
Pennsylvania
$499K +$499K +1,041 New
LG
2044
LaFleur & Godfrey
Michigan
$498K +$213K +445 +75%
SIA
2045
Strategic Investment Advisors
Michigan
$497K +$5.27K +11 +1%
FNBOH
2046
First National Bank of Hutchinson
Kansas
$492K -$244K -509 -33%
WFMPM
2047
Woodley Farra Manion Portfolio Management
Indiana
$492K -$87.8K -183 -15%
UCB
2048
United Community Bank
South Carolina
$491K
CST
2049
Charles Schwab Trust
Nevada
$491K -$33.5K -70 -6%
GHA
2050
GW Henssler & Associates
Georgia
$491K