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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 %
LGA
2051
Lebenthal Global Advisors
New York
$509K -$40.6K -86 -7%
NJBEST
2052
New Jersey Better Educational Savings Trust
New Jersey
$508K
CWM
2053
Cahaba Wealth Management
Georgia
$508K +$4.73K +10 +0.9%
WG
2054
Welch Group
Alabama
$506K
KP
2055
Keel Point
Alabama
$504K -$472 -1 -0.1%
RFM
2056
Royal Fund Management
Florida
$504K +$6.13K +13 +1%
CWA
2057
Clarus Wealth Advisors
Arizona
$504K +$56.9K +122 +13%
QPW
2058
Quantum Private Wealth
Florida
$503K +$47.2K +100 +10%
XWM
2059
Xcel Wealth Management
Florida
$502K +$47.2K +100 +10%
MWM
2060
Moulton Wealth Management
Washington
$500K -$148K -313 -23%
MPAM
2061
Murphy Pohlad Asset Management
Minnesota
$498K
SHWM
2062
Smith & Howard Wealth Management
Georgia
$497K
EL
2063
Essex LLC
Illinois
$496K
CCB
2064
Cutter & Co Brokerage
Missouri
$496K +$24.1K +51 +5%
HI
2065
Hoey Investments
Pennsylvania
$495K +$90.2K +191 +22%
CIP
2066
Convergence Investment Partners
Florida
$493K -$79.9K -169 -14%
OMC
2067
Old Mission Capital
Illinois
$493K +$493K +1,043 New
HFS
2068
Heritage Financial Services
Massachusetts
$492K
LFA
2069
Legacy Financial Advisors
Kentucky
$492K +$84.9K +180 +21%
RIM
2070
Redwood Investment Management
Arizona
$492K +$492K +1,041 New
LG
2071
LaFleur & Godfrey
Michigan
$491K
PRWA
2072
Platte River Wealth Advisors
Colorado
$490K -$31.7K -67 -6%
CWA
2073
Capital Wealth Alliance
Arizona
$490K -$24.5K -52 -5%
AIP
2074
Ahrens Investment Partners
Louisiana
$490K +$18.9K +40 +4%
MCM
2075
MV Capital Management
Maryland
$490K +$30.2K +64 +7%