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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 %
WWM
2076
Wolff Wiese Magana
California
$566K -$16.7K -29 -3%
SCA
2077
Sander Capital Advisors
Washington
$566K
CI
2078
CPR Investments
Michigan
$565K -$154K -268 -21%
BMWM
2079
Brown Miller Wealth Management
Virginia
$564K +$2.3K +4 +0.4%
AIFAIM
2080
American Institute for Advanced Investment Management
Arizona
$564K +$9.22K +16 +2%
MCM
2081
McRae Capital Management
New Jersey
$563K
SWM
2082
Selective Wealth Management
Virginia
$562K
HBW
2083
Hazlett, Burt & Watson
West Virginia
$562K +$562K +974 New
EL
2084
Essex LLC
Illinois
$561K -$2.88K -5 -0.5%
CPA
2085
Cardiff Park Advisors
California
$561K +$40.9K +71 +8%
HI
2086
Hoey Investments
Pennsylvania
$559K -$182K -315 -25%
WA
2087
Wealth Alliance
New York
$558K -$73.8K -128 -12%
CP
2088
Covenant Partners
Tennessee
$557K
AIP
2089
Ahrens Investment Partners
Louisiana
$557K +$28.8K +50 +5%
MCM
2090
Morton Capital Management
California
$557K
MCM
2091
MV Capital Management
Maryland
$555K +$12.1K +21 +2%
AWAG
2092
ARS Wealth Advisors Group
Florida
$553K -$607K -1,054 -52%
OCM
2093
Osterweis Capital Management
California
$553K -$57.6K -100 -9%
BB
2094
Berkshire Bank
Massachusetts
$552K +$176K +305 +47%
WTA
2095
Washington Trust Advisors
Massachusetts
$551K -$548K -952 -50%
LCM
2096
Lewis Capital Management
California
$550K
SAM
2097
SignalPoint Asset Management
Missouri
$549K -$2.3K -4 -0.4%
AI
2098
AXS Investments
New York
$548K -$274K -475 -33%
IF
2099
Insight Folios
North Carolina
$547K -$9.21K -16 -2%
NP
2100
Ninepoint Partners
Ontario, Canada
$546K -$131K -228 -19%