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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 %
OGF
2351
Orin Green Financial
California
$312K +$471 +1 +0.2%
1WM
2352
1900 Wealth Management
Texas
$311K
AWG
2353
Altus Wealth Group
Colorado
$310K
BFA
2354
BMS Financial Advisors
South Dakota
$310K +$8.02K +17 +3%
IA
2355
Integrity Advisory
Kansas
$308K +$2.36K +5 +0.8%
EIA
2356
Edgemoor Investment Advisors
Maryland
$308K +$4.72K +10 +2%
CYG
2357
Clean Yield Group
Vermont
$308K +$6.14K +13 +2%
SNB
2358
Security National Bank
Nebraska
$307K -$47.2K -100 -13%
TBWA
2359
Three Bridge Wealth Advisors
California
$307K
VST
2360
Van Strum & Towne
California
$307K
BPFA
2361
Barnes Pettey Financial Advisors
Mississippi
$307K
SHWM
2362
Silicon Hills Wealth Management
Texas
$306K
MCA
2363
Magnolia Capital Advisors
Mississippi
$305K -$3.78K -8 -1%
WJA
2364
Willis Johnson & Associates
Texas
$304K -$944 -2 -0.3%
DWM
2365
Denver Wealth Management
Colorado
$303K -$13.7K -29 -4%
EWA
2366
Evolution Wealth Advisors
Florida
$303K -$12.3K -26 -4%
EF
2367
Exeter Financial
Arizona
$303K +$472 +1 +0.2%
TIA
2368
Traphagen Investment Advisors
New Jersey
$302K -$25.5K -54 -8%
MIM
2369
Martin Investment Management
Florida
$302K
ACA
2370
Affinity Capital Advisors
California
$302K +$11.8K +25 +4%
ACP
2371
Aveo Capital Partners
Colorado
$302K +$15.6K +33 +5%
CG
2372
Corundum Group
Colorado
$300K +$4.72K +10 +2%
BMD
2373
Better Money Decisions
New Mexico
$299K -$473K -1,000 -61%
PHS
2374
Pekin Hardy Strauss
Illinois
$299K +$7.09K +15 +2%
EIA
2375
Eldridge Investment Advisors
New Hampshire
$298K