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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 %
SCP
2301
Seizert Capital Partners
Michigan
$375K -$46.6K -102 -11%
MKC
2302
M. Kraus & Co
Vermont
$374K
IF
2303
Integrity Financial
Wyoming
$374K -$28.3K -62 -7%
DCM
2304
Deuterium Capital Management
Florida
$374K +$374K +819 New
PWP
2305
Phillips Wealth Planners
Mississippi
$374K +$374K +738 New
FFG
2306
Ford Financial Group
California
$373K +$2.74K +6 +0.7%
MHR
2307
Matthew Hamilton Rosenberg
$373K -$9.13K -20 -2%
CCT
2308
Chemung Canal Trust
New York
$372K
ACH
2309
ArrowMark Colorado Holdings
Colorado
$372K -$43.4K -95 -10%
FAM
2310
Formidable Asset Management
Ohio
$370K -$456 -1 -0.1%
IAG
2311
Investmark Advisory Group
Connecticut
$370K +$47K +103 +15%
TCM
2312
True Capital Management
California
$369K +$369K +808 New
PWMG
2313
Provence Wealth Management Group
California
$368K +$368K +807 New
ODIJL
2314
One Day In July LLC
Vermont
$368K -$9.58K -21 -3%
F4L
2315
Fortune 45 LLC
Louisiana
$368K -$1.37K -3 -0.4%
WAM
2316
Weinberger Asset Management
California
$368K +$21.5K +47 +6%
OWA
2317
Octavia Wealth Advisors
Ohio
$367K -$5.02K -11 -1%
SIA
2318
Sit Investment Associates
Minnesota
$366K -$3.65K -8 -1%
PWW
2319
Pettyjohn Wood & White
Virginia
$366K +$2.28K +5 +0.6%
PC
2320
Permanens Capital
New York
$365K
MPW
2321
MGO Private Wealth
California
$364K +$3.65K +8 +1%
FP
2322
Financial Perspectives
Minnesota
$364K +$10K +22 +3%
VC
2323
Veery Capital
Delaware
$362K -$913 -2 -0.3%
HI
2324
Hoey Investments
Pennsylvania
$362K -$116K -255 -24%
CBTWT
2325
Community Bank & Trust (Waco, Texas)
Texas
$362K -$50.2K -110 -12%