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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 %
NCMW
2101
Northern Capital Management (Washington)
Washington
$545K +$576 +1 +0.1%
GC
2102
GFG Capital
Florida
$544K -$1.74M -3,023 -76%
GKIM
2103
GW&K Investment Management
Massachusetts
$544K +$544K +944 New
FFA
2104
Founders Financial Alliance
North Carolina
$543K -$4.03K -7 -0.7%
RWP
2105
Ridgecrest Wealth Partners
California
$542K
NAG
2106
Northstar Advisory Group
New Jersey
$538K +$25.3K +44 +5%
SOW
2107
State of Wyoming
Wyoming
$537K +$252K +437 +88%
SIAG
2108
Safeguard Investment Advisory Group
California
$536K +$69.1K +120 +15%
PSP
2109
Principal Street Partners
Tennessee
$534K +$91.5K +159 +21%
WSC
2110
Wellington Shields & Co
New York
$533K
FH
2111
FWG Holdings
Florida
$533K +$576 +1 +0.1%
HCM
2112
Harvey Capital Management
Florida
$532K -$46K -80 -8%
LOAMU
2113
Lombard Odier Asset Management (USA)
New York
$532K +$532K +923 New
BFA
2114
BMS Financial Advisors
South Dakota
$531K +$33.4K +58 +7%
PCG
2115
Private Capital Group
Connecticut
$530K +$28.2K +49 +6%
DOA
2116
D'Orazio & Associates
Virginia
$530K +$174K +303 +49%
EAM
2117
Evanson Asset Management
California
$525K -$3.46K -6 -0.7%
BFWA
2118
Benchmark Financial Wealth Advisors
Florida
$525K +$19.6K +34 +4%
AA
2119
Advisory Alpha
Michigan
$525K +$258K +447 +97%
ACH
2120
ArrowMark Colorado Holdings
Colorado
$523K
STA
2121
Summit Trail Advisors
New York
$523K +$148K +257 +39%
BFC
2122
Bedel Financial Consulting
Indiana
$520K +$24.8K +43 +5%
PCS
2123
Personal CFO Solutions
New Jersey
$519K +$68.6K +119 +15%
LA
2124
Latitude Advisors
Florida
$519K +$157K +272 +43%
WIM
2125
Wittenberg Investment Management
Massachusetts
$518K -$97.4K -169 -16%