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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 %
BCM
2326
Boltwood Capital Management
California
$310K +$44.6K +93 +17%
WC
2327
Weil Company
California
$308K -$44.5K -93 -13%
EIA
2328
Edgemoor Investment Advisors
Maryland
$308K
EF
2329
Exeter Financial
Arizona
$308K
BFA
2330
BMS Financial Advisors
South Dakota
$307K -$135K -282 -31%
MIM
2331
Martin Investment Management
Florida
$307K
CYG
2332
Clean Yield Group
Vermont
$306K
CWP
2333
Concord Wealth Partners
Virginia
$305K +$90K +188 +42%
LOAMU
2334
Lombard Odier Asset Management (USA)
New York
$304K -$138K -288 -31%
EIA
2335
Eldridge Investment Advisors
New Hampshire
$302K
WCFA
2336
Walkner Condon Financial Advisors
Wisconsin
$301K -$36.9K -77 -11%
CG
2337
Corundum Group
Colorado
$300K -$519K -1,084 -63%
FFG
2338
Frisch Financial Group
New York
$300K +$479 +1 +0.2%
LCC
2339
Lincoln Capital Corp
Rhode Island
$299K -$28.3K -59 -9%
MA
2340
MAS Advisors
Florida
$299K -$957 -2 -0.3%
PMG
2341
ProVise Management Group
Florida
$299K +$107K +224 +56%
CA
2342
Commerzbank Aktiengesellschaft
Germany
$298K +$298K +622 New
VWA
2343
Visionary Wealth Advisors
Illinois
$297K +$12.5K +26 +4%
PAMG
2344
Patton Albertson Miller Group
Tennessee
$296K
FCFC
2345
First Citizens Financial Corp
Iowa
$296K
PHS
2346
Pekin Hardy Strauss
Illinois
$296K +$6.23K +13 +2%
AFM
2347
Abbot Financial Management
Massachusetts
$296K +$8.64K +18 +3%
AIA
2348
Arbor Investment Advisors
North Carolina
$295K
PFM
2349
Peak Financial Management
Massachusetts
$295K
ACA
2350
Affinity Capital Advisors
California
$294K -$59K -123 -17%