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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 %
BSSFA
2326
Baron Silver Stevens Financial Advisors
Florida
$365K +$154K +268 +73%
CAAS
2327
Capital Asset Advisory Services
Michigan
$364K -$19K -33 -5%
GKFF
2328
George Kaiser Family Foundation
Oklahoma
$364K
NL
2329
Navalign LLC
California
$364K
PA
2330
Parkside Advisors
California
$363K
EIA
2331
Eldridge Investment Advisors
New Hampshire
$363K
SWA
2332
Sutton Wealth Advisors
Florida
$361K +$6.91K +12 +2%
MA
2333
MAS Advisors
Florida
$361K -$8.06K -14 -2%
SCA
2334
Stonebridge Capital Advisors
Minnesota
$360K +$4.61K +8 +1%
FFG
2335
Frisch Financial Group
New York
$360K +$12.1K +21 +3%
TTWM
2336
TCV Trust & Wealth Management
Virginia
$360K +$35.7K +62 +11%
CWP
2337
Curated Wealth Partners
California
$359K
PAMG
2338
Patton Albertson Miller Group
Tennessee
$356K +$356K +618 New
FCFC
2339
First Citizens Financial Corp
Iowa
$355K
PFM
2340
Peak Financial Management
Massachusetts
$355K
PSF
2341
Pacific Sun Financial
California
$355K +$2.3K +4 +0.7%
CAIMH
2342
Central Asset Investments & Management Holdings
Hong Kong
$355K +$355K +618 New
WA
2343
Wealthstream Advisors
New York
$354K +$11.5K +20 +3%
AIA
2344
Arbor Investment Advisors
North Carolina
$354K +$15K +26 +4%
WJA
2345
Willis Johnson & Associates
Texas
$353K -$33.4K -58 -9%
BWM
2346
BCS Wealth Management
Tennessee
$351K -$39.2K -68 -10%
LRIC
2347
Long Road Investment Counsel
Michigan
$350K -$41.4K -72 -11%
TIA
2348
Traphagen Investment Advisors
New Jersey
$350K +$34.5K +60 +11%
OPCM
2349
Osborne Partners Capital Management
California
$349K -$31.7K -55 -8%
LOPW
2350
Live Oak Private Wealth
North Carolina
$349K -$8.06K -14 -2%