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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 %
GCP
2076
Gill Capital Partners
Colorado
$539K -$19.2K -42 -3%
PWA
2077
Phoenix Wealth Advisors
North Carolina
$538K -$69.8K -153 -11%
JSW
2078
Journey Strategic Wealth
New Jersey
$537K +$86.3K +189 +19%
CFG
2079
CKW Financial Group
Hawaii
$537K
LIA
2080
LBMC Investment Advisors
Tennessee
$537K
GAA
2081
Global Assets Advisory
Florida
$536K -$114K -249 -17%
AWA
2082
Amplius Wealth Advisors
Pennsylvania
$535K -$37K -81 -6%
LDFR
2083
Lehman & Derafelo Financial Resources
Pennsylvania
$532K
TFA
2084
Teamwork Financial Advisors
Texas
$532K -$261K -572 -33%
AFA
2085
Abacus FCF Advisors
Florida
$528K -$304K -667 -37%
GFG
2086
GR Financial Group
Arizona
$526K +$526K +1,152 New
GM
2087
GeoWealth Management
Illinois
$525K -$370K -809 -41%
HBW
2088
Hazlett, Burt & Watson
West Virginia
$525K +$95K +208 +22%
IFS
2089
Intelligent Financial Strategies
Minnesota
$525K +$124K +271 +31%
AIP
2090
Ahrens Investment Partners
Louisiana
$524K +$49.8K +109 +11%
BWA
2091
Bordeaux Wealth Advisors
California
$523K +$5.48K +12 +1%
HWM
2092
Hemington Wealth Management
Virginia
$522K +$14.6K +32 +3%
MAM
2093
Magellan Asset Management
Australia
$522K +$259K +567 +98%
SSW
2094
Smith Shellnut Wilson
Mississippi
$521K
SAM
2095
Summit Asset Management
Tennessee
$519K
MM
2096
MQS Management
New York
$519K -$67.1K -147 -11%
FCA
2097
Fortis Capital Advisors
Kansas
$519K +$519K +1,136 New
HWM
2098
Heirloom Wealth Management
Colorado
$518K +$518K +1,135 New
HCP
2099
Holt Capital Partners
Texas
$517K +$239K +524 +86%
WPC
2100
Waters Parkerson & Co
Louisiana
$517K