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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 %
RTC
2201
Riverview Trust Company
Washington
$428K -$352K -771 -45%
LRIC
2202
Long Road Investment Counsel
Michigan
$428K +$91.3K +200 +27%
WPC
2203
White Pine Capital
Minnesota
$426K +$32.4K +71 +8%
HAIM
2204
Hunter Associates Investment Management
Pennsylvania
$425K
EA
2205
Emerald Advisers
Pennsylvania
$425K -$10.5K -23 -2%
HCM
2206
Harvey Capital Management
Florida
$425K +$34.2K +75 +9%
LJAC
2207
L.J. Altfest & Co
New York
$424K -$33.3K -73 -7%
PCI
2208
Planning Center Inc
Illinois
$422K +$219K +480 +108%
CAL
2209
Capital Advisors Ltd
Ohio
$422K +$85.1K +232 +25%
CPA
2210
Cardiff Park Advisors
California
$422K
FWM
2211
FFT Wealth Management
Pennsylvania
$421K
PCS
2212
Personal CFO Solutions
New Jersey
$421K +$21.4K +47 +5%
TA
2213
TKG Advisors
Indiana
$420K -$89.9K -197 -18%
LOPW
2214
Live Oak Private Wealth
North Carolina
$419K
BFC
2215
Bedel Financial Consulting
Indiana
$417K -$2.74K -6 -0.7%
JFGIW
2216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$417K -$18.7K -41 -4%
PIM
2217
Perpetual Investment Management
Australia
$416K
SL
2218
Salomon & Ludwin
Virginia
$416K -$9.13K -20 -2%
FSC
2219
Full Sail Capital
Oklahoma
$415K -$58K -127 -12%
FWP
2220
Falcon Wealth Planning
California
$414K -$26.5K -58 -6%
WW
2221
Westshore Wealth
California
$414K
LA
2222
Lifeworks Advisors
Michigan
$414K -$2.28K -5 -0.5%
UPC
2223
Utah Peaks Capital
Utah
$413K +$413K +904 New
MIC
2224
Meridian Investment Counsel
California
$411K -$6.84K -15 -2%
YDMI
2225
Y.D. More Investments
Israel
$411K +$411K +900 New