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Costco

2,761 hedge funds and large institutions have $142B invested in Costco in 2022 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,135 increasing their positions, 1,135 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,761
Holders Change
-80
Holders Change %
-2.82%
% of All Funds
46.69%
Holding in Top 10
231
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-14.76%
% of All Funds
3.91%
New
129
Increased
1,135
Reduced
1,135
Closed
171
Calls
$3.2B
Puts
$3.86B
Net Calls
-$662M
Net Calls Change
+$580M
Name Holding Trade Value Shares
Change
Shares
Change %
GSIS
2151
Global Strategic Investment Solutions
Arizona
$412K -$380K -794 -48%
PFWA
2152
Paces Ferry Wealth Advisors
Georgia
$412K +$6.71K +14 +2%
HI
2153
Hoey Investments
Pennsylvania
$411K -$54.2K -113 -12%
SIA
2154
SkyView Investment Advisors
New Jersey
$411K -$16.8K -35 -4%
RP
2155
Riverbridge Partners
Minnesota
$411K
OPA
2156
Old Port Advisors
Maine
$411K +$2.44K +5 +0.6%
FCAG
2157
First Capital Advisors Group
New Jersey
$411K +$411K +857 New
BHA
2158
Beech Hill Advisors
New York
$410K -$5.28K -11 -1%
MIC
2159
Meridian Investment Counsel
California
$410K
AIA
2160
AIMZ Investment Advisors
California
$410K
DIA
2161
Davidson Investment Advisors
Montana
$410K +$95.9K +200 +31%
CANC
2162
Culbertson A N & Co
Virginia
$409K
ODIJL
2163
One Day In July LLC
Vermont
$409K +$10.5K +22 +3%
PFA
2164
Pettinga Financial Advisors
Indiana
$408K +$958 +2 +0.2%
IWA
2165
IBEX Wealth Advisors
New Jersey
$406K -$1.99M -4,157 -83%
MMM
2166
Mendel Money Management
Illinois
$404K -$1.92K -4 -0.5%
ANB
2167
Amarillo National Bank
Texas
$404K +$13.9K +29 +4%
SC
2168
Sawyer & Company
Massachusetts
$403K
ALAM
2169
Asahi Life Asset Management
Japan
$403K +$52.8K +110 +15%
CA
2170
Crewe Advisors
Utah
$403K +$87.3K +182 +28%
CGH
2171
CMG Global Holdings
Texas
$402K -$11.5K -24 -3%
FFG
2172
Ford Financial Group
California
$400K +$6.71K +14 +2%
FH
2173
FWG Holdings
Florida
$399K -$45.1K -94 -10%
WA
2174
Wealth Architects
California
$398K -$9.59K -20 -2%
VW
2175
Vance Wealth
California
$398K