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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 %
MAM
2051
McLean Asset Management
Virginia
$586K +$19K +33 +3%
LFA
2052
Legacy Financial Advisors
Kentucky
$586K +$108K +188 +23%
LGA
2053
Lebenthal Global Advisors
New York
$583K +$58.1K +101 +11%
SFG
2054
Synergy Financial Group
California
$583K +$83.5K +145 +17%
DDPIC
2055
Deroy & Devereaux Private Investment Counsel
Michigan
$582K
IA
2056
IFG Advisors
Missouri
$582K
BBA
2057
Braun-Bostich & Associates
Pennsylvania
$579K -$102K -178 -15%
CWM
2058
C2C Wealth Management
Arizona
$579K -$26.4K -44 -4%
CBA
2059
Coastal Bridge Advisors
Connecticut
$577K +$109K +190 +23%
OFS
2060
Orrstown Financial Services
Pennsylvania
$576K -$292K -508 -34%
LCS
2061
Levin Capital Strategies
New York
$576K
MCM
2062
Magnolia Capital Management
New York
$576K
CSI
2063
Cross Staff Investments
New York
$576K
MIAS
2064
Mason Investment Advisory Services
Virginia
$576K
EWG
2065
Executive Wealth Group
Washington
$576K
TFA
2066
Toth Financial Advisory
Virginia
$575K +$5.76K +10 +1%
GFP
2067
Guardian Financial Partners
California
$574K -$377K -658 -40%
FA
2068
Faithward Advisors
Pennsylvania
$573K -$3.45K -6 -0.6%
TIM
2069
Total Investment Management
Arizona
$573K -$2.3K -4 -0.4%
LDFR
2070
Lehman & Derafelo Financial Resources
Pennsylvania
$571K -$98K -170 -15%
CCM
2071
Chickasaw Capital Management
Tennessee
$570K
PG
2072
Pendal Group
Australia
$568K -$309K -537 -35%
SF
2073
Schaeffer Financial
Maryland
$568K
MCA
2074
Magnolia Capital Advisors
Mississippi
$567K -$12.1K -21 -2%
AL
2075
ADE LLC
Maryland
$567K