COST icon

Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
2226
AUA Capital Management
Pennsylvania
$432K
SNB
2227
Security National Bank
Nebraska
$432K
FP
2228
Foundry Partners
Minnesota
$429K
SHWM
2229
Silicon Hills Wealth Management
Texas
$428K
SWM
2230
Soundmark Wealth Management
Washington
$428K
CAM
2231
Concorde Asset Management
Michigan
$427K
KFA
2232
Krane Funds Advisors
New York
$426K -$396K -688 -48%
WC
2233
Weil Company
California
$424K -$471K -817 -53%
ACA
2234
Affinity Capital Advisors
California
$424K -$160K -278 -27%
WFS
2235
Widmann Financial Services
Maryland
$424K
CBTWT
2236
Community Bank & Trust (Waco, Texas)
Texas
$423K +$4.6K +8 +1%
AHB
2237
Abner Herrman & Brock
New Jersey
$423K +$16.7K +29 +4%
AAM
2238
Aureus Asset Management
Massachusetts
$422K -$93.7K -163 -18%
TFM
2239
TFC Financial Management
Massachusetts
$422K +$4.61K +8 +1%
NF
2240
Nvest Financial
New Hampshire
$422K +$422K +733 New
LAS
2241
LWM Advisory Services
Florida
$421K -$2.88K -5 -0.7%
ALAM
2242
Asahi Life Asset Management
Japan
$420K -$236K -410 -36%
EA
2243
Emerald Advisers
Pennsylvania
$420K
KCM
2244
Karp Capital Management
California
$420K +$87.6K +152 +26%
WWA
2245
WC Walker & Associates
California
$418K
AP
2246
Adero Partners
California
$418K +$12.1K +21 +3%
WWP
2247
Waypoint Wealth Partners
California
$417K -$44.3K -77 -10%
TWA
2248
Tillar-Wenstrup Advisors
Ohio
$417K -$23K -40 -5%
PP
2249
Pegasus Partners
Wisconsin
$416K
JWM
2250
Janiczek Wealth Management
Colorado
$416K +$31.1K +54 +8%