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Costco

2,761 hedge funds and large institutions have $142B invested in Costco in 2022 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,135 increasing their positions, 1,135 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,761
Holders Change
-80
Holders Change %
-2.82%
% of All Funds
46.69%
Holding in Top 10
231
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-14.76%
% of All Funds
3.91%
New
129
Increased
1,135
Reduced
1,135
Closed
171
Calls
$3.2B
Puts
$3.86B
Net Calls
-$662M
Net Calls Change
+$580M
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
2276
Traphagen Investment Advisors
New Jersey
$333K +$41.2K +86 +14%
TFM
2277
TFC Financial Management
Massachusetts
$332K -$19.2K -40 -5%
ASFA
2278
All Season Financial Advisors
Colorado
$332K +$332K +693 New
TSWM
2279
Tyler-Stone Wealth Management
Ohio
$331K +$13.4K +28 +4%
BCP
2280
Berkeley Capital Partners
Georgia
$331K +$81.4K +170 +33%
CPW
2281
Catalyst Private Wealth
California
$331K +$162K +339 +96%
S
2282
Surevest
California
$330K +$48.4K +101 +17%
TC
2283
Truvestments Capital
Florida
$330K +$87.8K +183 +36%
FP
2284
Financial Perspectives
Minnesota
$329K +$479 +1 +0.1%
AAM
2285
Aureus Asset Management
Massachusetts
$328K -$24K -50 -7%
EGA
2286
Eagle Global Advisors
Texas
$327K -$192K -400 -37%
OGF
2287
Orin Green Financial
California
$326K -$986 -2 -0.3%
CWA
2288
Consilium Wealth Advisory
Texas
$326K
SWA
2289
Sutton Wealth Advisors
Florida
$326K +$25.4K +53 +8%
CAGAS
2290
Capital Advisory Group Advisory Services
Minnesota
$325K
WCG
2291
Weaver Consulting Group
California
$325K +$11.5K +24 +4%
HCM
2292
Hutchinson Capital Management
California
$324K -$1.44K -3 -0.4%
TW
2293
Towerpoint Wealth
California
$324K
CC
2294
Callan Capital
California
$324K
CWM
2295
Cabot Wealth Management
Massachusetts
$324K +$4.31K +9 +1%
CFA
2296
Compass Financial Advisors
Indiana
$324K +$12.4K +26 +4%
VCM
2297
Virtue Capital Management
Tennessee
$323K -$804K -1,676 -71%
AIM
2298
Allen Investment Management
New York
$323K
FG
2299
Foster Group
Iowa
$323K +$9.6K +20 +3%
HHAM
2300
HITE Hedge Asset Management
Massachusetts
$321K