COST icon

Costco

2,802 hedge funds and large institutions have $142B invested in Costco in 2022 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,216 increasing their positions, 1,035 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,802
Holders Change
+41
Holders Change %
+1.48%
% of All Funds
48.45%
Holding in Top 10
256
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+10.82%
% of All Funds
4.43%
New
157
Increased
1,216
Reduced
1,035
Closed
82
Calls
$3.78B
Puts
$4.55B
Net Calls
-$774M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Shares
Change %
MPW
2251
MGO Private Wealth
California
$373K +$373K +790 New
AI
2252
AXS Investments
New York
$370K +$370K +783 New
KFA
2253
Kelleher Financial Advisors
New York
$369K -$11.8K -25 -3%
PP
2254
Pegasus Partners
Wisconsin
$368K +$2.83K +6 +0.8%
FP
2255
Financial Perspectives
Minnesota
$366K +$42K +89 +13%
PAM
2256
Palisade Asset Management
Minnesota
$366K
IWN
2257
Independent Wealth Network
Iowa
$366K +$2.36K +5 +0.6%
PP
2258
PDS Planning
Ohio
$365K -$154K -325 -30%
RW
2259
RVW Wealth
California
$364K +$30.7K +65 +9%
HI
2260
Hendershot Investments
Virginia
$364K +$59K +125 +19%
VC
2261
Vicus Capital
Pennsylvania
$360K -$6.15K -13 -2%
WI
2262
WrapManager Inc
California
$360K +$102K +215 +39%
TFO
2263
Tarbox Family Office
California
$359K -$239K -500 -40%
PWS
2264
Peloton Wealth Strategists
Indiana
$359K -$14.2K -30 -4%
SFP
2265
Sterling Financial Planning
New Jersey
$358K -$18.4K -39 -5%
CG
2266
CFO4Life Group
Texas
$358K +$130K +275 +57%
WAM
2267
Weinberger Asset Management
California
$358K +$472 +1 +0.1%
LPIC
2268
LeJeune Puetz Investment Counsel
Michigan
$357K
TIM
2269
Thompson Investment Management
Wisconsin
$356K -$1.42K -3 -0.4%
CM
2270
Crestline Management
Texas
$356K +$356K +754 New
MGWM
2271
Marks Group Wealth Management
Minnesota
$355K -$8.04K -17 -2%
CAGAS
2272
Capital Advisory Group Advisory Services
Minnesota
$355K +$48.7K +103 +16%
DLG
2273
Daniel L. Goodwin
$353K -$154K -326 -30%
AT
2274
Arvest Trust
Oklahoma
$353K -$16.6K -35 -4%
LDB
2275
Lee, Danner & Bass
Tennessee
$352K +$8.02K +17 +2%