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Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
LCS
2101
Levin Capital Strategies
New York
$472K
MCM
2102
Magnolia Capital Management
New York
$472K
PSP
2103
Principal Street Partners
Tennessee
$471K -$28.3K -60 -6%
FH
2104
FWG Holdings
Florida
$471K +$77.9K +165 +20%
EFSCE
2105
Enterprise Financial Services Corp (EFSC)
Missouri
$469K -$10.9K -23 -2%
WE
2106
Wealth Effects
Massachusetts
$469K +$21.3K +45 +5%
LF
2107
Lee Financial
Texas
$469K +$208K +440 +79%
FFA
2108
Founders Financial Alliance
North Carolina
$468K -$1.5M -3,179 -76%
CCM
2109
Chickasaw Capital Management
Tennessee
$468K
SF
2110
Schaeffer Financial
Maryland
$466K
JSW
2111
Journey Strategic Wealth
New Jersey
$466K +$242K +514 +108%
AL
2112
ADE LLC
Maryland
$465K
NCMW
2113
Northern Capital Management (Washington)
Washington
$465K +$472 +1 +0.1%
MCM
2114
McRae Capital Management
New Jersey
$462K
EAM
2115
Evanson Asset Management
California
$461K +$28.8K +61 +7%
TNBTD
2116
Trustmark National Bank Trust Department
Mississippi
$460K -$97.2K -206 -17%
CST
2117
Charles Schwab Trust
Nevada
$459K -$24.5K -52 -5%
BMWM
2118
Brown Miller Wealth Management
Virginia
$458K
LA
2119
Lifeworks Advisors
Michigan
$457K -$312K -622 -41%
WWA
2120
WC Walker & Associates
California
$457K -$27.4K -55 -6%
CP
2121
Covenant Partners
Tennessee
$457K
LCM
2122
Lewis Capital Management
California
$457K +$5.67K +12 +1%
FWP
2123
Falcon Wealth Planning
California
$456K +$41.5K +88 +10%
WWM
2124
Wolff Wiese Magana
California
$453K +$21.7K +46 +5%
SAM
2125
SignalPoint Asset Management
Missouri
$450K