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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 %
PHS
2351
Pekin Hardy Strauss
Illinois
$348K
LBC
2352
Lowe Brockenbrough & Co
Virginia
$347K
HCP
2353
Holt Capital Partners
Texas
$347K
KIC
2354
Kensington Investment Counsel
California
$347K
UWM
2355
Udine Wealth Management
Florida
$346K -$115K -200 -25%
SCFS
2356
S.C. Financial Services
Arizona
$346K +$576 +1 +0.2%
VFG
2357
V2 Financial group
Illinois
$346K +$57.6K +100 +20%
AFM
2358
Abbot Financial Management
Massachusetts
$345K +$23.6K +41 +7%
BDWCC
2359
B&D White Capital Company
Texas
$345K +$31.6K +55 +10%
FCM
2360
Firestone Capital Management
Florida
$344K
NAS
2361
Nicolet Advisory Services
Wisconsin
$344K +$112K +186 +48%
6F
2362
626 Financial
Michigan
$343K +$11.5K +20 +3%
RCIM
2363
Red Cedar Investment Management
Michigan
$343K +$343K +595 New
TCWA
2364
Ten Capital Wealth Advisors
Washington
$342K -$39.2K -68 -10%
ERIM
2365
Eagle Ridge Investment Management
Connecticut
$342K
VWA
2366
Visionary Wealth Advisors
Illinois
$342K +$28.2K +49 +9%
LG
2367
LaFleur & Godfrey
Michigan
$342K +$342K +595 New
BAM
2368
Baldrige Asset Management
Pennsylvania
$341K -$11.5K -20 -3%
HCM
2369
HMS Capital Management
Tennessee
$341K
UWPG
2370
Ullmann Wealth Partners Group
Florida
$341K +$8.64K +15 +3%
TSWM
2371
Triangle Securities Wealth Management
North Carolina
$340K
LF
2372
Lee Financial
Texas
$340K +$4.03K +7 +1%
CCG
2373
Chatham Capital Group
Georgia
$339K -$17.3K -30 -5%
SWAG
2374
Spectrum Wealth Advisory Group
California
$339K
MCM
2375
Monument Capital Management
Virginia
$339K +$339K +588 New