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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 %
CFP
2276
Catalyst Financial Partners
Massachusetts
$384K +$384K +841 New
CGH
2277
CMG Global Holdings
Texas
$384K +$456 +1 +0.1%
KW
2278
KWB Wealth
California
$384K -$442K -968 -54%
FCA
2279
FLC Capital Advisors
California
$383K -$81.3K -178 -18%
MCP
2280
Martin Capital Partners
Oregon
$383K -$50.2K -110 -12%
SC
2281
Sawyer & Company
Massachusetts
$383K
CA
2282
Cambridge Advisors
Nebraska
$383K -$41.1K -90 -10%
PWS
2283
Precision Wealth Strategies
Missouri
$383K -$3.65K -8 -0.9%
HP
2284
Hyperion Partners
Pennsylvania
$381K +$381K +835 New
WCM
2285
Wedge Capital Management
North Carolina
$381K +$19.2K +42 +5%
GC
2286
GFG Capital
Florida
$381K +$13.2K +29 +4%
VPP
2287
Vertex Planning Partners
Illinois
$381K +$381K +834 New
PAM
2288
Palisade Asset Management
Minnesota
$380K +$26.5K +58 +7%
PFWA
2289
Paces Ferry Wealth Advisors
Georgia
$380K -$12.8K -28 -3%
VW
2290
Vance Wealth
California
$379K
WBCM
2291
Wilson & Boucher Capital Management
California
$378K -$4.57K -10 -1%
TWA
2292
Tillar-Wenstrup Advisors
Ohio
$378K +$47K +103 +14%
SW
2293
SMART Wealth
Nebraska
$378K +$378K +828 New
PP
2294
Pacifica Partners
Canada
$377K -$2.3K -5 -0.6%
BWG
2295
Beta Wealth Group
California
$377K
DWM
2296
Denver Wealth Management
Colorado
$377K +$84.4K +185 +29%
WSC
2297
Wellington Shields & Co
New York
$377K
MW
2298
Marcum Wealth
Ohio
$376K -$42.5K -93 -10%
PP
2299
PDS Planning
Ohio
$376K +$23.3K +51 +7%
RCWM
2300
Royal Capital Wealth Management
Indiana
$375K +$45.7K +100 +14%