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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 %
RBCM
2051
Raub Brock Capital Management
California
$560K +$11.4K +25 +2%
NA
2052
Nottingham Advisors
New York
$559K +$30.1K +66 +6%
DC
2053
Destiny Capital
Colorado
$559K +$559K +1,116 New
GSC
2054
G&S Capital
Colorado
$558K -$157K -345 -22%
BSB
2055
Bangor Savings Bank
Maine
$557K +$6.39K +14 +1%
RF
2056
Rollins Financial
Georgia
$557K +$45.2K +99 +9%
FCP
2057
Fidelis Capital Partners
Florida
$557K +$557K +1,163 New
PWM
2058
Paulson Wealth Management
Illinois
$554K -$57.1K -125 -9%
OFS
2059
OneAscent Financial Services
Alabama
$554K -$79.9K -175 -13%
PFSC
2060
Peoples Financial Services Corp
Pennsylvania
$551K +$4.57K +10 +0.8%
CPA
2061
Court Place Advisors
Maryland
$551K +$16.4K +36 +3%
SSA
2062
Schonfeld Strategic Advisors
New York
$548K -$14.9M -32,626 -96%
MIM
2063
Montgomery Investment Management
Maryland
$548K
DAM
2064
Deltec Asset Management
New York
$548K +$548K +1,200 New
GF
2065
Gries Financial
Ohio
$547K +$30.6K +67 +6%
PL
2066
Parthenon LLC
Kentucky
$547K
SFA
2067
Souders Financial Advisors
Ohio
$546K -$58K -127 -10%
ARMT
2068
Amica Retiree Medical Trust
Rhode Island
$546K -$5.48K -12 -1%
TFM
2069
TFC Financial Management
Massachusetts
$544K
TSS
2070
Two Sigma Securities
New York
$544K -$476K -1,043 -47%
SFG
2071
StrategIQ Financial Group
Indiana
$544K -$457 -1 -0.1%
OHWA
2072
Oak Hill Wealth Advisors
Virginia
$541K +$541K +1,186 New
FFA
2073
Farther Finance Advisors
California
$541K +$541K +1,186 New
LF
2074
LifeSteps Financial
California
$541K +$541K +1,186 New
LFG
2075
Larson Financial Group
Missouri
$541K