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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 %
EFSCE
2151
Enterprise Financial Services Corp (EFSC)
Missouri
$469K +$16K +35 +4%
BIM
2152
Barton Investment Management
Pennsylvania
$467K
IA
2153
IFG Advisors
Missouri
$466K
CWA
2154
Consilium Wealth Advisory
Texas
$464K +$50.2K +110 +12%
LFP
2155
Leeward Financial Partners
Washington
$463K +$456 +1 +0.1%
MAA
2156
Mraz Amerine & Associates
California
$462K -$1.83K -4 -0.4%
FTA
2157
Financial & Tax Architects
Missouri
$462K -$88.8K -185 -16%
MCM
2158
Magnolia Capital Management
New York
$460K +$3.65K +8 +0.8%
CWP
2159
Capital Wealth Planning
Florida
$459K +$28.3K +62 +7%
WMA
2160
Wealth Management Associates
New Jersey
$458K -$133K -291 -22%
DDPIC
2161
Deroy & Devereaux Private Investment Counsel
Michigan
$458K
LFA
2162
Legacy Financial Advisors
Kentucky
$458K -$18.3K -40 -4%
OPPS
2163
Obsidian Personal Planning Solutions
Maryland
$457K +$245K +537 +116%
EWG
2164
Executive Wealth Group
Washington
$457K
CBB
2165
Citizens Business Bank
California
$456K -$5.48K -12 -1%
SIC
2166
SJS Investment Consulting
Ohio
$456K -$10K -22 -2%
OCBCO
2167
Oversea-Chinese Banking Corp (OCBC)
Singapore
$455K +$455K +996 New
CWA
2168
Clarus Wealth Advisors
Arizona
$454K -$66.4K -138 -13%
BMWM
2169
Brown Miller Wealth Management
Virginia
$451K +$8.22K +18 +2%
VWM
2170
Valley Wealth Managers
New Jersey
$451K -$7.76K -17 -2%
NCMW
2171
Northern Capital Management (Washington)
Washington
$450K
CWA
2172
Capital Wealth Alliance
Arizona
$450K -$23.7K -52 -5%
PSP
2173
Principal Street Partners
Tennessee
$448K -$7.76K -17 -2%
CIP
2174
Convergence Investment Partners
Florida
$448K -$28.3K -62 -6%
MAG
2175
MRA Advisory Group
New Jersey
$448K -$24.2K -53 -5%