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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 %
OCM
2226
Osterweis Capital Management
California
$411K -$14.6K -32 -3%
ITFISA
2227
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$411K
NC
2228
NinePointTwo Capital
California
$410K +$410K +899 New
CWM
2229
CCG Wealth Management
California
$409K -$456 -1 -0.1%
LWM
2230
Lodestone Wealth Management
Washington
$407K +$407K +891 New
WIM
2231
Wittenberg Investment Management
Massachusetts
$406K
EAM
2232
Evanson Asset Management
California
$405K -$40.2K -88 -9%
OPA
2233
Old Port Advisors
Maine
$405K +$1.83K +4 +0.5%
PEA
2234
Park Edge Advisors
Ohio
$404K +$404K +885 New
PI
2235
Pachira Investments
California
$404K +$23.3K +51 +6%
SCFS
2236
S.C. Financial Services
Arizona
$403K +$26.9K +59 +7%
NFC
2237
Northeast Financial Consultants
Connecticut
$403K
PMG
2238
Private Management Group
California
$402K +$24.7K +54 +7%
GHA
2239
GW Henssler & Associates
Georgia
$401K +$5.48K +12 +1%
AT
2240
Arvest Trust
Oklahoma
$400K +$59.3K +130 +17%
CC
2241
Callan Capital
California
$400K -$160K -351 -29%
CCB
2242
Cutter & Co Brokerage
Missouri
$400K -$80.4K -176 -17%
TFA
2243
Trinity Financial Advisors
Ohio
$399K -$5.02K -11 -1%
TWA
2244
Tandem Wealth Advisors
Arizona
$399K +$399K +874 New
VW
2245
Vantage Wealth
California
$399K +$399K +873 New
SAS
2246
Stelac Advisory Services
New York
$398K
IWN
2247
Independent Wealth Network
Iowa
$398K +$43.4K +95 +12%
CBA
2248
Coastal Bridge Advisors
Connecticut
$397K +$26.5K +58 +7%
MLL
2249
Moody Lynn & Lieberson
Massachusetts
$397K -$4.03M -8,847 -91%
PFA
2250
Pettinga Financial Advisors
Indiana
$397K +$913 +2 +0.2%