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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 %
GWM
2251
Gitterman Wealth Management
New Jersey
$416K +$57.6K +100 +16%
NRI
2252
NFP Retirement Inc
California
$415K +$415K +721 New
F4L
2253
Fortune 45 LLC
Louisiana
$414K +$44.9K +78 +12%
EW
2254
Evoke Wealth
California
$414K +$49.5K +86 +14%
TWP
2255
Tempus Wealth Planning
California
$412K -$719K -1,247 -64%
WHC
2256
Wulff, Hansen & Co
California
$412K
PP
2257
Pacifica Partners
Canada
$412K
TIM
2258
Tevis Investment Management
Texas
$412K +$5.78K +10 +1%
TLCM
2259
Twin Lakes Capital Management
California
$410K
PIM
2260
Perpetual Investment Management
Australia
$410K
PVH
2261
Psagot Value Holdings
Israel
$409K -$92.2K -160 -18%
MGWM
2262
Marks Group Wealth Management
Minnesota
$409K +$576 +1 +0.1%
LWM
2263
Liberty Wealth Management
California
$408K -$203K -353 -33%
FBA
2264
Front Barnett Associates
Illinois
$408K
AF
2265
Alerus Financial
North Dakota
$408K
VC
2266
Vicus Capital
Pennsylvania
$407K +$53.5K +93 +15%
WAM
2267
Weinberger Asset Management
California
$406K +$576 +1 +0.1%
WCFA
2268
Walkner Condon Financial Advisors
Wisconsin
$406K +$406K +705 New
RCA
2269
Rex Capital Advisors
Rhode Island
$403K
TC
2270
Toews Corporation
New Jersey
$403K +$403K +700 New
RW
2271
RVW Wealth
California
$403K +$403K +700 New
TA
2272
Trellis Advisors
Washington
$401K +$1.15K +2 +0.3%
MCP
2273
Mirador Capital Partners
California
$401K +$56.5K +98 +16%
AWA
2274
Amplius Wealth Advisors
Pennsylvania
$400K -$117K -204 -23%
KA
2275
KLCM Advisors
Wisconsin
$400K