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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 %
RP
2151
Riverbridge Partners
Minnesota
$494K
IWN
2152
Independent Wealth Network
Iowa
$494K +$163K +283 +49%
JC
2153
JB Capital
Connecticut
$493K -$46.6K -81 -9%
MIC
2154
Meridian Investment Counsel
California
$493K
PL
2155
Pluribus Labs
California
$492K -$134K -233 -21%
CANC
2156
Culbertson A N & Co
Virginia
$492K
AIA
2157
AIMZ Investment Advisors
California
$492K
MAA
2158
Mraz Amerine & Associates
California
$491K
PFA
2159
Pettinga Financial Advisors
Indiana
$490K +$576 +1 +0.1%
SIA
2160
Sit Investment Associates
Minnesota
$489K -$50.1K -87 -9%
PWS
2161
Peloton Wealth Strategists
Indiana
$489K -$28.8K -50 -6%
WA
2162
Wealth Architects
California
$489K +$8.05K +14 +2%
1WM
2163
1900 Wealth Management
Texas
$489K +$489K +849 New
MMM
2164
Mendel Money Management
Illinois
$488K +$488K +847 New
PFWA
2165
Paces Ferry Wealth Advisors
Georgia
$487K -$6.33K -11 -1%
SC
2166
Sawyer & Company
Massachusetts
$484K
CWC
2167
Carolinas Wealth Consulting
North Carolina
$484K +$43.2K +75 +10%
CWM
2168
CCG Wealth Management
California
$482K +$12.7K +22 +3%
CCT
2169
Chemung Canal Trust
New York
$481K -$44.9K -78 -9%
OPA
2170
Old Port Advisors
Maine
$481K +$8.63K +15 +2%
WOSD
2171
WFA of San Diego
California
$480K -$1.08M -1,867 -69%
ODIJL
2172
One Day In July LLC
Vermont
$479K -$42.1K -73 -8%
VW
2173
Vance Wealth
California
$478K
BWG
2174
Beta Wealth Group
California
$475K -$58.7K -102 -11%
KWM
2175
Kolinsky Wealth Management
New Jersey
$475K +$79K +137 +20%