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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
2301
Crewe Advisors
Utah
$379K -$2.88K -5 -0.8%
TCWM
2302
Total Clarity Wealth Management
Illinois
$379K +$99.6K +173 +36%
DIA
2303
Davidson Investment Advisors
Montana
$377K
WCG
2304
Weaver Consulting Group
California
$377K +$5.77K +10 +2%
WAAG
2305
Wealth Alliance Advisory Group
Kansas
$377K +$377K +655 New
FG
2306
Foster Group
Iowa
$376K
CFA
2307
Compass Financial Advisors
Indiana
$375K
PI
2308
PFS Investments
Georgia
$375K +$139K +241 +59%
IA
2309
Integrity Advisory
Kansas
$375K +$375K +651 New
SOAG
2310
Silver Oak Advisory Group
Oregon
$374K -$10.4K -18 -3%
VST
2311
Van Strum & Towne
California
$374K
BPFA
2312
Barnes Pettey Financial Advisors
Mississippi
$374K
HWA
2313
Heartwood Wealth Advisors
Virginia
$374K +$121K +210 +48%
TBWA
2314
Three Bridge Wealth Advisors
California
$374K +$374K +650 New
CAGAS
2315
Capital Advisory Group Advisory Services
Minnesota
$373K +$7.48K +13 +2%
SW
2316
SkyOak Wealth
Michigan
$372K
HI
2317
Hendershot Investments
Virginia
$372K
LDB
2318
Lee, Danner & Bass
Tennessee
$371K
EIA
2319
Edgemoor Investment Advisors
Maryland
$370K +$44.9K +78 +14%
BFG
2320
Beacon Financial Group
Texas
$370K +$370K +633 New
MIM
2321
Martin Investment Management
Florida
$369K
EF
2322
Exeter Financial
Arizona
$369K
FRM
2323
Fox Run Management
Connecticut
$369K +$369K +640 New
CYG
2324
Clean Yield Group
Vermont
$368K -$51.3K -89 -12%
MTC
2325
McDaniel Terry & Co
Texas
$367K +$70.9K +123 +24%