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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 %
FH
2126
FWG Holdings
Florida
$497K +$41.5K +91 +9%
MCM
2127
MV Capital Management
Maryland
$493K +$20.1K +44 +4%
CWC
2128
Carolinas Wealth Consulting
North Carolina
$493K +$3.6K +66 +0.7%
AWM
2129
Affinity Wealth Management
Delaware
$492K -$23.3K -51 -5%
NJBEST
2130
New Jersey Better Educational Savings Trust
New Jersey
$491K
MAM
2131
McLean Asset Management
Virginia
$490K +$17.8K +39 +4%
EL
2132
Essex LLC
Illinois
$489K +$9.13K +20 +2%
WA
2133
Waverly Advisors
Alabama
$488K +$152K +332 +45%
XWM
2134
Xcel Wealth Management
Florida
$485K
PWS
2135
Peloton Wealth Strategists
Indiana
$484K +$137K +300 +39%
ALAM
2136
Asahi Life Asset Management
Japan
$484K +$116K +255 +32%
VCWA
2137
Vanguard Capital Wealth Advisors
Colorado
$484K +$115K +251 +31%
SMA
2138
Sage Mountain Advisors
Georgia
$482K +$53.9K +118 +13%
MPAM
2139
Murphy Pohlad Asset Management
Minnesota
$482K
SHWM
2140
Smith & Howard Wealth Management
Georgia
$481K
SIA
2141
Strategic Investment Advisors
Michigan
$478K +$69.8K +153 +17%
LG
2142
LaFleur & Godfrey
Michigan
$478K +$3.2K +7 +0.7%
CCI
2143
Credit Capital Investments
New Jersey
$477K +$477K +1,044 New
WE
2144
Wealth Effects
Massachusetts
$476K +$23.3K +51 +5%
VC
2145
Vestor Capital
Illinois
$476K -$2.37M -5,201 -83%
CFO
2146
Collective Family Office
Pennsylvania
$475K -$40.6K -89 -8%
PRWA
2147
Platte River Wealth Advisors
Colorado
$473K
FWMM
2148
Foundation Wealth Management (Missouri)
Missouri
$472K +$472K +1,034 New
PI
2149
PFS Investments
Georgia
$472K -$25.6K -56 -5%
TDC
2150
Thompson Davis & Co
Virginia
$470K +$68.5K +150 +17%