COST icon

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 %
TCWA
2301
Ten Capital Wealth Advisors
Washington
$339K +$63.4K +134 +23%
TI
2302
Truepoint Inc
Ohio
$338K -$38.7K -82 -10%
PMG
2303
ProVise Management Group
Florida
$338K +$43K +91 +15%
LA
2304
LVW Advisors
New York
$338K +$79.9K +169 +31%
SWA
2305
Sutton Wealth Advisors
Florida
$338K +$17K +36 +5%
KIG
2306
Kowal Investment Group
Wisconsin
$337K +$26K +55 +8%
AHB
2307
Abner Herrman & Brock
New Jersey
$336K
6F
2308
626 Financial
Michigan
$336K +$7.56K +16 +2%
PA
2309
Parkside Advisors
California
$336K +$46.3K +98 +16%
MPM
2310
Meritage Portfolio Management
Kansas
$335K -$10.8M -22,889 -97%
FBA
2311
Front Barnett Associates
Illinois
$334K
TA
2312
Trellis Advisors
Washington
$334K +$942 +2 +0.3%
IAG
2313
Investmark Advisory Group
Connecticut
$334K +$98.3K +208 +42%
SW
2314
Simplicity Wealth
New Jersey
$333K +$333K +705 New
SIA
2315
SkyView Investment Advisors
New Jersey
$331K -$74.2K -157 -18%
FCAG
2316
First Capital Advisors Group
New Jersey
$331K -$74.2K -157 -18%
AIM
2317
Allen Investment Management
New York
$329K +$10.4K +22 +3%
CA
2318
Calton & Associates
Florida
$328K -$21.2K -45 -6%
RB
2319
Renasant Bank
Mississippi
$328K +$91.6K +194 +39%
CPW
2320
Catalyst Private Wealth
California
$327K +$473 +1 +0.1%
JWM
2321
Janiczek Wealth Management
Colorado
$327K +$22.9K +49 +8%
TSWM
2322
Tyler-Stone Wealth Management
Ohio
$326K
AFT
2323
Alpha Family Trust
California
$326K +$59.1K +125 +22%
CWM
2324
Curi Wealth Management
North Carolina
$326K +$177K +374 +119%
Q
2325
QVR
California
$325K +$119K +251 +57%