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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 %
ZIMP
2026
Zimmermann Investment Management & Planning
Pennsylvania
$587K -$48.4K -106 -8%
SIM
2027
SSI Investment Management
California
$583K
WWC
2028
Waypoint Wealth Counsel
Georgia
$582K +$582K +1,276 New
CAN
2029
Claraphi Advisory Network
United States
$581K +$581K +1,272 New
CWA
2030
Clearview Wealth Advisors
Oregon
$580K -$8.68K -19 -1%
CF
2031
Copperwynd Financial
Arizona
$579K +$322K +705 +125%
HHAA
2032
Henry H. Armstrong Associates
Pennsylvania
$578K -$9.13K -20 -2%
BMCM
2033
Bryn Mawr Capital Management
Pennsylvania
$576K +$576K +1,262 New
BWM
2034
BerganKDV Wealth Management
Minnesota
$576K +$154K +337 +36%
SRWM
2035
Shira Ridge Wealth Management
California
$576K +$576K +1,261 New
FA
2036
Faithward Advisors
Pennsylvania
$575K +$142K +312 +33%
AP
2037
Atwood & Palmer
Missouri
$574K +$15.5K +34 +3%
VA
2038
Valmark Advisers
Ohio
$573K -$93.1K -204 -14%
ECA
2039
Elevated Capital Advisors
Utah
$572K -$611K -1,339 -52%
GCM
2040
Graham Capital Management
Connecticut
$572K -$1.96M -4,284 -77%
TCPWM
2041
Traverso Chambers Private Wealth Management
California
$572K -$913 -2 -0.2%
CVM
2042
Cheviot Value Management
California
$571K +$62.1K +136 +12%
EDRH
2043
Edmond de Rothschild Holding
Switzerland
$569K -$63.9K -140 -10%
Aristotle Capital Management
2044
Aristotle Capital Management
California
$568K
OHIS
2045
Oak Harvest Investment Services
Texas
$567K +$21K +46 +4%
EW
2046
Enzi Wealth
Texas
$566K
FIA
2047
Foundations Investment Advisors
Arizona
$564K +$168K +367 +42%
AC
2048
Addison Capital
Pennsylvania
$563K
SWS
2049
SYSTM Wealth Solutions
Illinois
$562K +$562K +1,232 New
DCM
2050
Dupont Capital Management
Delaware
$561K -$835K -1,829 -60%