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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 %
IFS
2176
Intelligent Financial Strategies
Minnesota
$415K -$9.44K -20 -2%
PP
2177
Pacifica Partners
Canada
$415K +$20.6K +41 +5%
BAS
2178
Brown Advisory Securities
Maryland
$414K -$206K -436 -33%
SDH
2179
Sloy Dahl & Holst
Washington
$414K
PCS
2180
Personal CFO Solutions
New Jersey
$413K -$2.83K -6 -0.7%
PWA
2181
PCG Wealth Advisors
Kansas
$412K +$206K +436 +100%
FIA
2182
Foundations Investment Advisors
Arizona
$411K -$9.93K -21 -2%
SAS
2183
Stelac Advisory Services
New York
$411K
MA
2184
Mezzasalma Advisors
New Jersey
$411K +$944 +2 +0.2%
SCP
2185
Stamos Capital Partners
California
$411K +$165K +350 +67%
PFA
2186
Pettinga Financial Advisors
Indiana
$410K +$7.56K +16 +2%
GHA
2187
GW Henssler & Associates
Georgia
$409K -$75.1K -159 -16%
CAM
2188
Cidel Asset Management
Ontario, Canada
$409K
PCM
2189
Poehling Capital Management
Wisconsin
$407K -$9.44K -20 -2%
WPC
2190
White Pine Capital
Minnesota
$407K -$3.78K -8 -0.9%
PFWA
2191
Paces Ferry Wealth Advisors
Georgia
$406K
RP
2192
Riverbridge Partners
Minnesota
$405K
FAM
2193
Formidable Asset Management
Ohio
$405K +$499 +1 +0.1%
MMM
2194
Mendel Money Management
Illinois
$405K +$7.08K +15 +2%
BHA
2195
Beech Hill Advisors
New York
$404K
HCM
2196
Harvey Capital Management
Florida
$403K -$33K -70 -8%
CANC
2197
Culbertson A N & Co
Virginia
$399K -$4.72K -10 -1%
KA
2198
KLCM Advisors
Wisconsin
$399K +$70.8K +150 +22%
QFA
2199
Quantum Financial Advisors
California
$398K
EF
2200
Empowered Funds
Pennsylvania
$397K -$1.89M -3,989 -83%