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Costco

2,761 hedge funds and large institutions have $142B invested in Costco in 2022 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,135 increasing their positions, 1,135 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,761
Holders Change
-80
Holders Change %
-2.82%
% of All Funds
46.69%
Holding in Top 10
231
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-14.76%
% of All Funds
3.91%
New
129
Increased
1,135
Reduced
1,135
Closed
171
Calls
$3.2B
Puts
$3.86B
Net Calls
-$662M
Net Calls Change
+$580M
Name Holding Trade Value Shares
Change
Shares
Change %
NAG
2101
Northstar Advisory Group
New Jersey
$449K +$958 +2 +0.2%
AIC
2102
Archer Investment Corporation
Indiana
$449K -$95.9K -200 -18%
PWS
2103
Precision Wealth Strategies
Missouri
$448K -$125K -253 -22%
GL
2104
Graypoint LLC
New York
$448K -$114K -237 -20%
HBW
2105
Hazlett, Burt & Watson
West Virginia
$448K -$19.2K -40 -4%
HAIM
2106
Hunter Associates Investment Management
Pennsylvania
$447K -$89.3K -187 -17%
BFWA
2107
Benchmark Financial Wealth Advisors
Florida
$447K +$9.59K +20 +2%
BFC
2108
Bedel Financial Consulting
Indiana
$447K +$13.9K +29 +3%
VWM
2109
Valley Wealth Managers
New Jersey
$445K -$96K -200 -18%
HCM
2110
Harvey Capital Management
Florida
$443K
WSC
2111
Wellington Shields & Co
New York
$443K
SCP
2112
Seizert Capital Partners
Michigan
$442K -$71.8K -150 -14%
KWM
2113
Kolinsky Wealth Management
New Jersey
$442K +$47K +98 +12%
LCM
2114
Laurion Capital Management
New York
$442K +$442K +923 New
GKIM
2115
GW&K Investment Management
Massachusetts
$441K -$11K -23 -2%
KCPG
2116
Kavar Capital Partners Group
Kansas
$439K -$91.2K -190 -17%
EAM
2117
Evanson Asset Management
California
$439K +$1.92K +4 +0.4%
CAIMH
2118
Central Asset Investments & Management Holdings
Hong Kong
$439K +$143K +300 +49%
FIA
2119
Foundations Investment Advisors
Arizona
$439K +$238K +483 +119%
WCM
2120
WealthBridge Capital Management
Ohio
$438K -$52.3K -109 -11%
WWM
2121
Wolff Wiese Magana
California
$437K -$33.5K -70 -7%
PIM
2122
Perpetual Investment Management
Australia
$437K +$95.8K +200 +28%
ACH
2123
ArrowMark Colorado Holdings
Colorado
$436K
SC
2124
Solstein Capital
California
$435K +$373K +778 +598%
IFS
2125
Intelligent Financial Strategies
Minnesota
$431K -$101K -210 -19%