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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 %
MWM
2101
Mascoma Wealth Management
New Hampshire
$516K -$8.67K -19 -2%
MW
2102
MBL Wealth
North Carolina
$516K -$20.1K -44 -4%
KP
2103
Keel Point
Alabama
$514K +$27.4K +60 +6%
GA
2104
Greenspring Advisors
Maryland
$513K
CWM
2105
Cahaba Wealth Management
Georgia
$513K +$22.4K +49 +5%
BIG
2106
Builder Investment Group
Georgia
$511K +$511K +1,120 New
MWM
2107
Moulton Wealth Management
Washington
$510K +$481 +1 +0.1%
EA
2108
Echo45 Advisors
California
$510K +$5.94K +13 +1%
WTA
2109
Washington Trust Advisors
Massachusetts
$509K -$157K -344 -24%
CBT
2110
CoreFirst Bank & Trust
Kansas
$508K +$913 +2 +0.2%
KWM
2111
Kolinsky Wealth Management
New Jersey
$504K -$8.22K -18 -2%
AIFAIM
2112
American Institute for Advanced Investment Management
Arizona
$504K
EI
2113
Ellevest Inc
New York
$504K -$497K -1,088 -50%
FC
2114
Financial Consulate
Maryland
$504K
LG
2115
Lane Generational
Massachusetts
$502K
AA
2116
Alta Advisers
United Kingdom
$502K
CWM
2117
Cordatus Wealth Management
Pennsylvania
$502K +$502K +1,100 New
PWM
2118
PBMares Wealth Management
Virginia
$502K -$54.3K -119 -10%
WFMPM
2119
Woodley Farra Manion Portfolio Management
Indiana
$502K +$913 +2 +0.2%
MWAM
2120
Manhattan West Asset Management
California
$500K -$2.28K -5 -0.5%
KI
2121
Kula Investments
Illinois
$500K +$500K +1,095 New
RFM
2122
Royal Fund Management
Florida
$499K +$11.4K +25 +2%
PPC
2123
Park Place Capital
Alabama
$498K +$498K +1,092 New
WWA
2124
WC Walker & Associates
California
$497K +$41.8K +84 +9%
FNBOH
2125
First National Bank of Hutchinson
Kansas
$497K -$6.39K -14 -1%