COST icon

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 %
WKSWA
2326
White Knight Strategic Wealth Advisors
New Jersey
$362K -$16K -35 -4%
CCM
2327
Chickasaw Capital Management
Tennessee
$361K -$91.4K -200 -20%
GA
2328
Goldstein Advisors
Wisconsin
$361K +$361K +791 New
CAM
2329
CPA Asset Management
Florida
$360K +$360K +789 New
WA
2330
Wealth Architects
California
$360K -$21.5K -47 -6%
HI
2331
Hendershot Investments
Virginia
$357K +$5.48K +12 +2%
LWM
2332
LJI Wealth Management
Indiana
$357K +$357K +782 New
ACP
2333
Aveo Capital Partners
Colorado
$357K +$64.8K +142 +22%
TFGT
2334
TS Financial Group (TSFG)
Illinois
$356K +$97.2K +213 +38%
CWM
2335
Curi Wealth Management
North Carolina
$356K +$41.1K +90 +13%
DWM
2336
Drive Wealth Management
Utah
$353K +$12.3K +27 +4%
HCM
2337
Howard Capital Management
Georgia
$352K +$50.7K +111 +17%
GDP
2338
Great Diamond Partners
Maine
$352K -$9.13K -20 -3%
EE
2339
EWG Elevate
California
$350K -$13.2K -29 -4%
CAGAS
2340
Capital Advisory Group Advisory Services
Minnesota
$350K +$6.85K +15 +2%
OTL
2341
Oak Thistle LLC
New York
$347K +$347K +760 New
HWMA
2342
Heritage Wealth Management (Arizona)
Arizona
$346K +$127K +279 +58%
KFA
2343
Kelleher Financial Advisors
New York
$346K -$11.9K -26 -3%
WWM
2344
Wolff Wiese Magana
California
$345K -$92.2K -202 -21%
TIM
2345
Thompson Investment Management
Wisconsin
$345K
LPIC
2346
LeJeune Puetz Investment Counsel
Michigan
$345K
SFM
2347
Signet Financial Management
New Jersey
$343K -$20.5K -45 -6%
CA
2348
Crewe Advisors
Utah
$342K -$68K -149 -17%
P
2349
&Partners
Tennessee
$341K -$21.9K -48 -6%
TFO
2350
Tarbox Family Office
California
$341K -$1.83K -4 -0.5%