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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 %
BFWA
2176
Benchmark Financial Wealth Advisors
Florida
$447K +$22.4K +49 +5%
MCM
2177
McRae Capital Management
New Jersey
$446K
IIA
2178
IPG Investment Advisors
California
$446K +$13.7K +30 +3%
KCM
2179
KRS Capital Management
Michigan
$445K +$63K +138 +16%
KCPG
2180
Kavar Capital Partners Group
Kansas
$444K +$26.5K +58 +6%
CST
2181
Charles Schwab Trust
Nevada
$444K
AWG
2182
Altus Wealth Group
Colorado
$443K +$128K +280 +41%
MAWA
2183
Moss Adams Wealth Advisors
Washington
$443K +$443K +970 New
TNBTD
2184
Trustmark National Bank Trust Department
Mississippi
$442K -$2.74K -6 -0.6%
SAM
2185
SignalPoint Asset Management
Missouri
$442K +$7.3K +16 +2%
CP
2186
Covenant Partners
Tennessee
$441K
WCM
2187
WealthBridge Capital Management
Ohio
$441K +$24.2K +53 +6%
KA
2188
Klingman & Associates
New York
$440K -$21K -46 -5%
IAA
2189
Independent Advisor Alliance
North Carolina
$439K -$16.4K -1,086 -4%
MA
2190
Mezzasalma Advisors
New Jersey
$438K +$40.2K +88 +10%
WG
2191
Watchman Group
Texas
$437K -$65.3K -143 -13%
IF
2192
Intrua Financial
Texas
$434K +$181K +386 +72%
RLIM
2193
Red Lighthouse Investment Management
New York
$434K +$434K +951 New
GWP
2194
Gateway Wealth Partners
Wisconsin
$434K +$434K +950 New
RW
2195
REDW Wealth
New Mexico
$433K +$433K +949 New
NP
2196
Ninepoint Partners
Ontario, Canada
$433K
AL
2197
ADE LLC
Maryland
$431K -$18.3K -40 -4%
FFA
2198
Founders Financial Alliance
North Carolina
$430K -$23.3K -51 -5%
VFPI
2199
Vantage Financial Partners (Illinois)
Illinois
$429K +$100K +220 +31%
AAMC
2200
Asset Allocation & Management Company
Illinois
$429K +$192K +420 +81%