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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 %
WPC
2026
Waters Parkerson & Co
Louisiana
$535K
AWM
2027
Affinity Wealth Management
Delaware
$534K -$26.9K -57 -5%
GF
2028
Gries Financial
Ohio
$534K -$3.78K -8 -0.7%
SP
2029
Successful Portfolios
Florida
$534K -$3.31K -7 -0.6%
ASI
2030
Advisory Services & Investments
Oregon
$534K +$8.98K +19 +2%
CFO
2031
Collective Family Office
Pennsylvania
$533K -$195K -414 -27%
GA
2032
Greenspring Advisors
Maryland
$531K
TCM
2033
Tradewinds Capital Management
Washington
$531K +$36.8K +78 +7%
KWM
2034
Kolinsky Wealth Management
New Jersey
$530K +$94.5K +200 +22%
RF
2035
Rollins Financial
Georgia
$529K -$54.8K -116 -9%
TA
2036
TKG Advisors
Indiana
$528K +$528K +1,118 New
CVM
2037
Cheviot Value Management
California
$526K -$47.2K -100 -8%
HWM
2038
Hemington Wealth Management
Virginia
$526K +$15.1K +32 +3%
CBT
2039
CoreFirst Bank & Trust
Kansas
$525K +$13.7K +29 +3%
EA
2040
Echo45 Advisors
California
$521K -$41.1K -87 -7%
FC
2041
Financial Consulate
Maryland
$521K
AIFAIM
2042
American Institute for Advanced Investment Management
Arizona
$521K +$23.6K +50 +5%
MWAM
2043
Manhattan West Asset Management
California
$520K -$35.5K -75 -6%
WG
2044
Watchman Group
Texas
$520K +$20.3K +43 +4%
FNBOH
2045
First National Bank of Hutchinson
Kansas
$520K +$35.4K +75 +7%
LG
2046
Lane Generational
Massachusetts
$519K
LIA
2047
LS Investment Advisors
Michigan
$519K
AA
2048
Alta Advisers
United Kingdom
$519K +$519K +1,100 New
WFMPM
2049
Woodley Farra Manion Portfolio Management
Indiana
$518K +$33.5K +71 +7%
AWA
2050
Aaron Wealth Advisors
Illinois
$511K -$89.7K -190 -15%