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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 %
GWM
2276
Gitterman Wealth Management
New Jersey
$352K +$10.4K +22 +3%
DWM
2277
Drive Wealth Management
Utah
$352K +$83.5K +177 +31%
CAM
2278
Concorde Asset Management
Michigan
$351K
WC
2279
Weil Company
California
$350K +$45.9K +97 +15%
AIA
2280
AIMZ Investment Advisors
California
$349K -$54.2K -115 -13%
LRIC
2281
Long Road Investment Counsel
Michigan
$349K
TC
2282
Truvestments Capital
Florida
$349K +$23.6K +50 +7%
WA
2283
Waverly Advisors
Alabama
$348K +$109K +231 +46%
BFA
2284
Bill Few Associates
Pennsylvania
$347K -$14.2K -30 -4%
OBWG
2285
Onyx Bridge Wealth Group
New York
$347K +$66.6K +143 +24%
LCC
2286
Lincoln Capital Corp
Rhode Island
$346K +$51.9K +110 +18%
ASFA
2287
All Season Financial Advisors
Colorado
$344K +$17K +36 +5%
SWM
2288
Soundmark Wealth Management
Washington
$343K -$76.5K -162 -18%
WWP
2289
Waypoint Wealth Partners
California
$343K -$3.31K -7 -1%
NRI
2290
NFP Retirement Inc
California
$343K +$2.36K +5 +0.7%
TWA
2291
Tillar-Wenstrup Advisors
Ohio
$342K
BCP
2292
Berkeley Capital Partners
Georgia
$342K +$15.1K +32 +5%
AAM
2293
Aureus Asset Management
Massachusetts
$342K +$18.9K +40 +6%
EA
2294
Eclectic Associates
California
$341K
EW
2295
Evoke Wealth
California
$341K +$29.8K +63 +10%
VFPI
2296
Vantage Financial Partners (Illinois)
Illinois
$340K
RCWM
2297
Royal Capital Wealth Management
Indiana
$340K +$340K +721 New
FCCM
2298
First City Capital Management
Georgia
$339K -$47.3K -100 -12%
TLCM
2299
Twin Lakes Capital Management
California
$339K +$2.83K +6 +0.8%
NF
2300
Nvest Financial
New Hampshire
$339K +$24K +51 +8%