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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 %
PA
2351
Parkside Advisors
California
$294K -$8.63K -18 -3%
LF
2352
Lantz Financial
Illinois
$294K +$23K +48 +8%
SCA
2353
Stonebridge Capital Advisors
Minnesota
$293K -$6.22K -13 -2%
HWM
2354
Heirloom Wealth Management
Colorado
$293K +$293K +546 New
WWM
2355
WJ Wealth Management
Arizona
$293K +$293K +610 New
WHC
2356
Wulff, Hansen & Co
California
$292K -$50.3K -105 -15%
WAM
2357
Winslow Asset Management
Ohio
$292K +$38.8K +81 +15%
TNAM
2358
Terra Nova Asset Management
New York
$292K +$121K +252 +70%
ST
2359
Sageworth Trust
Pennsylvania
$292K +$285K +595 +3,967%
ACP
2360
Aveo Capital Partners
Colorado
$290K +$60.3K +126 +26%
PCMN
2361
Paradigm Capital Management (Nevada)
Nevada
$289K -$35.4K -74 -11%
HCP
2362
Holt Capital Partners
Texas
$289K
LBC
2363
Lowe Brockenbrough & Co
Virginia
$289K
KIC
2364
Kensington Investment Counsel
California
$289K
SCFS
2365
S.C. Financial Services
Arizona
$289K +$480 +1 +0.2%
AWM
2366
Accel Wealth Management
Iowa
$289K +$5.75K +11 +2%
PI
2367
Pachira Investments
California
$288K +$13.9K +29 +5%
AGA
2368
Arkos Global Advisors
Texas
$288K +$45K +94 +19%
VFG
2369
V2 Financial group
Illinois
$288K
BDWCC
2370
B&D White Capital Company
Texas
$287K
CCG
2371
Chatham Capital Group
Georgia
$287K +$4.8K +10 +2%
RRCM
2372
Rappaport Reiches Capital Management
Illinois
$286K +$48.4K +101 +20%
FCM
2373
Firestone Capital Management
Florida
$286K
JFA
2374
JNBA Financial Advisors
Minnesota
$286K +$7.68K +16 +3%
SWA
2375
Sax Wealth Advisors
New Jersey
$285K +$105K +220 +59%