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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 %
DWM
2301
Denver Wealth Management
Colorado
$321K +$321K +670 New
NF
2302
Nvest Financial
New Hampshire
$320K -$31.1K -65 -9%
EWA
2303
Evolution Wealth Advisors
Florida
$320K
ECM
2304
Ensemble Capital Management
California
$319K -$17.9M -37,293 -98%
OBWG
2305
Onyx Bridge Wealth Group
New York
$319K -$530 -1 -0.2%
BSSFA
2306
Baron Silver Stevens Financial Advisors
Florida
$318K +$13.9K +29 +5%
NL
2307
Navalign LLC
California
$317K +$2.39K +5 +0.8%
KIG
2308
Kowal Investment Group
Wisconsin
$316K +$36.5K +76 +13%
1WM
2309
1900 Wealth Management
Texas
$315K -$91.4K -191 -22%
EW
2310
Evoke Wealth
California
$315K -$29.2K -61 -8%
PSF
2311
Pacific Sun Financial
California
$315K +$19.2K +40 +6%
LWP
2312
Legacy Wealth Planning
Nevada
$314K +$107K +223 +52%
PW
2313
Peninsula Wealth
California
$313K -$4.32K -9 -1%
MCA
2314
Magnolia Capital Advisors
Mississippi
$312K -$159K -332 -34%
AWA
2315
Amplius Wealth Advisors
Pennsylvania
$312K -$21.1K -44 -6%
BPFA
2316
Barnes Pettey Financial Advisors
Mississippi
$312K
VST
2317
Van Strum & Towne
California
$312K
TBWA
2318
Three Bridge Wealth Advisors
California
$312K
SW
2319
SkyOak Wealth
Michigan
$312K +$2.4K +5 +0.8%
SHWM
2320
Silicon Hills Wealth Management
Texas
$311K -$45.6K -95 -13%
IA
2321
Integrity Advisory
Kansas
$311K -$1.44K -3 -0.5%
TTWM
2322
TCV Trust & Wealth Management
Virginia
$311K +$11.5K +24 +4%
HI
2323
Hendershot Investments
Virginia
$310K
AWG
2324
Altus Wealth Group
Colorado
$310K
WJA
2325
Willis Johnson & Associates
Texas
$310K +$15.8K +33 +5%