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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 %
EA
2126
Emerald Advisers
Pennsylvania
$450K +$114K +241 +34%
BFC
2127
Bedel Financial Consulting
Indiana
$449K -$5.86K -12 -1%
FA
2128
Faithward Advisors
Pennsylvania
$448K -$16.5K -35 -4%
NP
2129
Ninepoint Partners
Ontario, Canada
$448K
SIAG
2130
Safeguard Investment Advisory Group
California
$448K +$8.5K +18 +2%
MCP
2131
Martin Capital Partners
Oregon
$448K +$448K +949 New
IIA
2132
IPG Investment Advisors
California
$447K -$485K -1,026 -52%
HBW
2133
Hazlett, Burt & Watson
West Virginia
$445K +$3.78K +8 +0.9%
CWP
2134
Capital Wealth Planning
Florida
$445K +$93.4K +198 +27%
SMA
2135
Sage Mountain Advisors
Georgia
$443K +$77.5K +164 +21%
AIC
2136
Archer Investment Corporation
Indiana
$442K
HAIM
2137
Hunter Associates Investment Management
Pennsylvania
$442K
BFWA
2138
Benchmark Financial Wealth Advisors
Florida
$440K -$473 -1 -0.1%
OCM
2139
Osterweis Capital Management
California
$440K +$15.1K +32 +4%
SL
2140
Salomon & Ludwin
Virginia
$440K +$440K +931 New
LP
2141
LGL Partners
Pennsylvania
$440K +$440K +932 New
WCM
2142
WealthBridge Capital Management
Ohio
$438K
CA
2143
Cambridge Advisors
Nebraska
$438K +$100K +212 +30%
CPA
2144
Cardiff Park Advisors
California
$436K -$29.3K -62 -6%
SCP
2145
Seizert Capital Partners
Michigan
$436K
BWM
2146
BerganKDV Wealth Management
Minnesota
$436K +$14.2K +30 +3%
FWM
2147
FFT Wealth Management
Pennsylvania
$435K +$435K +922 New
CAL
2148
Capital Advisors Ltd
Ohio
$434K +$19.4K +41 +5%
CAIMH
2149
Central Asset Investments & Management Holdings
Hong Kong
$433K
MW
2150
Marcum Wealth
Ohio
$433K +$23.2K +49 +6%