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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 %
MIC
2151
Meridian Investment Counsel
California
$433K +$28.4K +60 +7%
LOPW
2152
Live Oak Private Wealth
North Carolina
$433K +$88.3K +187 +26%
KCPG
2153
Kavar Capital Partners Group
Kansas
$432K
CWM
2154
Centric Wealth Management
Illinois
$432K +$7.09K +15 +2%
PIM
2155
Perpetual Investment Management
Australia
$431K
DIA
2156
Davidson Investment Advisors
Montana
$430K +$26K +55 +6%
ACH
2157
ArrowMark Colorado Holdings
Colorado
$429K
WW
2158
Westshore Wealth
California
$429K +$19.9K +42 +5%
CWA
2159
Consilium Wealth Advisory
Texas
$427K +$106K +224 +33%
WCG
2160
Weaver Consulting Group
California
$427K +$107K +227 +33%
CBTWT
2161
Community Bank & Trust (Waco, Texas)
Texas
$426K +$75.5K +160 +22%
ITFISA
2162
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$425K -$142K -300 -25%
CA
2163
Crewe Advisors
Utah
$425K +$27.9K +59 +7%
OPA
2164
Old Port Advisors
Maine
$424K +$19.7K +41 +5%
SIA
2165
Strategic Investment Advisors
Michigan
$423K -$67.1K -142 -14%
CWM
2166
CCG Wealth Management
California
$423K +$13.2K +28 +3%
VWA
2167
Visionary Wealth Advisors
Illinois
$423K +$130K +275 +44%
LW
2168
Libra Wealth
California
$423K +$166K +352 +65%
PWS
2169
Precision Wealth Strategies
Missouri
$420K -$31.8K -64 -7%
WIM
2170
Wittenberg Investment Management
Massachusetts
$420K
FWM
2171
Fairhaven Wealth Management
Illinois
$419K +$29.7K +63 +8%
TFA
2172
Trinity Financial Advisors
Ohio
$418K +$418K +886 New
NFC
2173
Northeast Financial Consultants
Connecticut
$417K
IF
2174
Integrity Financial
Wyoming
$416K -$58.6K -124 -12%
TDC
2175
Thompson Davis & Co
Virginia
$416K -$47.3K -100 -10%