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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 %
NFC
2126
Northeast Financial Consultants
Connecticut
$518K +$10.4K +18 +2%
CWM
2127
Centric Wealth Management
Illinois
$518K +$20.7K +36 +4%
BWM
2128
BerganKDV Wealth Management
Minnesota
$514K -$17.3K -30 -3%
CFD
2129
Creative Financial Designs
Indiana
$514K +$69.1K +120 +16%
CMBA
2130
C.M. Bidwell & Associates
Hawaii
$514K +$318K +553 +163%
HIIFS
2131
Harel Insurance Investments & Financial Services
Israel
$513K -$5.63M -9,783 -92%
1IA
2132
1834 Investment Advisors
Wisconsin
$511K -$4.71M -8,180 -90%
OWM
2133
Opes Wealth Management
California
$511K +$1.73K +3 +0.3%
TFA
2134
Trinity Financial Advisors
Ohio
$510K
PCM
2135
Poehling Capital Management
Wisconsin
$508K
LJAC
2136
L.J. Altfest & Co
New York
$508K +$576 +1 +0.1%
MAWAG
2137
Mid-American Wealth Advisory Group
Missouri
$507K +$507K +880 New
CFA
2138
CWS Financial Advisors
Michigan
$506K -$2.3K -4 -0.5%
SDH
2139
Sloy Dahl & Holst
Washington
$505K -$291K -505 -37%
AIA
2140
Angeles Investment Advisors
California
$504K -$3.64M -6,311 -88%
AT
2141
Arvest Trust
Oklahoma
$502K +$89.3K +155 +22%
DHGWA
2142
Dixon Hughes Goodman Wealth Advisors
North Carolina
$501K +$576 +1 +0.1%
CAM
2143
Cidel Asset Management
Ontario, Canada
$499K
BHA
2144
Beech Hill Advisors
New York
$499K +$2.88K +5 +0.6%
LFP
2145
Leeward Financial Partners
Washington
$498K -$110K -190 -18%
SFM
2146
Signet Financial Management
New Jersey
$498K -$1.15K -2 -0.2%
WW
2147
Westshore Wealth
California
$498K
CGH
2148
CMG Global Holdings
Texas
$497K -$192K -334 -28%
IAA
2149
Ironsides Asset Advisors
North Carolina
$495K
WBCM
2150
Wilson & Boucher Capital Management
California
$495K +$57.6K +100 +13%