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 %
TW
2326
Towerpoint Wealth
California
$324K +$4.72K +10 +1%
GHAM
2327
Gilman Hill Asset Management
Connecticut
$324K +$62K +131 +24%
EGA
2328
Eagle Global Advisors
Texas
$323K
AR
2329
Apeiron RIA
Texas
$323K +$22.2K +47 +7%
IWA
2330
Intercontinental Wealth Advisors
Texas
$321K +$63.3K +134 +25%
RBFC
2331
Roman Butler Fullerton & Co
Missouri
$320K -$657K -1,389 -67%
AIA
2332
Angeles Investment Advisors
California
$320K -$22.2K -47 -6%
CFA
2333
Compass Financial Advisors
Indiana
$320K
CIM
2334
Confluence Investment Management
Missouri
$318K -$40.1K -85 -11%
SFP
2335
Sandbox Financial Partners
Maryland
$318K +$92.5K +196 +41%
KCM
2336
Karp Capital Management
California
$317K -$14.6K -31 -4%
HHAM
2337
HITE Hedge Asset Management
Massachusetts
$316K
TIP
2338
Torray Investment Partners
Maryland
$316K +$316K +670 New
FL
2339
Fort LP
Maryland
$315K -$386K -818 -55%
PCM
2340
Penserra Capital Management
California
$315K -$49.5K -105 -14%
HCM
2341
Hutchinson Capital Management
California
$315K -$3.77K -8 -1%
PW
2342
Peninsula Wealth
California
$315K +$6.62K +14 +2%
SW
2343
SkyOak Wealth
Michigan
$315K +$7.1K +15 +2%
FFG
2344
Frisch Financial Group
New York
$315K +$18.9K +40 +6%
VC
2345
Veracity Capital
Georgia
$314K -$35.8K -76 -10%
PRS
2346
Pinkerton Retirement Specialists
Idaho
$314K +$314K +665 New
AA
2347
Advisory Alpha
Michigan
$313K -$135K -286 -30%
VCM
2348
Virtue Capital Management
Tennessee
$313K -$4.72K -10 -1%
NL
2349
Navalign LLC
California
$313K
HCM
2350
Howard Capital Management
Georgia
$312K -$144K -306 -32%