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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 %
MCM
2251
Monarch Capital Management
Indiana
$396K -$269K -590 -40%
EW
2252
Evoke Wealth
California
$396K +$66.7K +146 +20%
CAM
2253
Cidel Asset Management
Ontario, Canada
$395K
DA
2254
Dover Advisors
Virginia
$395K +$395K +864 New
AIC
2255
Archer Investment Corporation
Indiana
$394K -$33.3K -73 -8%
PCM
2256
Poehling Capital Management
Wisconsin
$394K
SBWIC
2257
Schaper Benz & Wise Investment Counsel
Wisconsin
$393K +$147K +322 +60%
FWM
2258
Fairhaven Wealth Management
Illinois
$393K -$12.8K -28 -3%
MMM
2259
Mendel Money Management
Illinois
$392K
RP
2260
Riverbridge Partners
Minnesota
$391K
BHA
2261
Beech Hill Advisors
New York
$390K
CWM
2262
Centric Wealth Management
Illinois
$390K -$27.4K -60 -7%
BA
2263
Ballast Advisors
Minnesota
$390K +$15.1K +33 +4%
RB
2264
Renasant Bank
Mississippi
$389K +$72.1K +158 +23%
SDH
2265
Sloy Dahl & Holst
Washington
$389K -$11.4K -25 -3%
KA
2266
KLCM Advisors
Wisconsin
$389K +$3.2K +7 +0.8%
AIM
2267
Axiom Investment Management
New York
$388K +$354K +775 +1,033%
QFA
2268
Quantum Financial Advisors
California
$388K +$2.74K +6 +0.7%
RW
2269
RVW Wealth
California
$387K +$35.2K +77 +10%
BIA
2270
Bigelow Investment Advisors
Maine
$387K -$148K -325 -28%
CANC
2271
Culbertson A N & Co
Virginia
$386K
OBWG
2272
Onyx Bridge Wealth Group
New York
$386K +$26.1K +54 +7%
CA
2273
Calton & Associates
Florida
$385K +$67.6K +148 +21%
MA
2274
Modus Advisors
Minnesota
$385K +$19.2K +42 +5%
VWA
2275
Visionary Wealth Advisors
Illinois
$384K -$24.2K -53 -6%