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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 %
BHPW
2351
Beverly Hills Private Wealth
California
$340K +$340K +745 New
CWM
2352
Catalyst Wealth Management
Georgia
$340K +$340K +745 New
NF
2353
Nvest Financial
New Hampshire
$340K +$11.9K +26 +4%
SWM
2354
Selective Wealth Management
Virginia
$340K -$48K -100 -12%
GWM
2355
Gitterman Wealth Management
New Jersey
$340K
RLKPA
2356
Robbie L. Kennerson P.A.
Florida
$339K +$339K +742 New
NS
2357
Newman & Schimel
Illinois
$338K +$338K +741 New
VCM
2358
Vigilant Capital Management
Maine
$338K -$36.5K -80 -10%
AIA
2359
AIMZ Investment Advisors
California
$338K
LTAS
2360
Linden Thomas Advisory Services
North Carolina
$338K +$338K +740 New
SFP
2361
Sterling Financial Planning
New Jersey
$338K -$7.76K -17 -2%
BFA
2362
Bill Few Associates
Pennsylvania
$336K
CFG
2363
Carr Financial Group
Massachusetts
$334K +$334K +732 New
SW
2364
SkyOak Wealth
Michigan
$334K +$29.7K +65 +10%
SDWMA
2365
Schneider Downs Wealth Management Advisors
Pennsylvania
$332K -$656K -1,437 -66%
CFO
2366
Callan Family Office
Pennsylvania
$332K +$332K +728 New
CIAS
2367
CFS Investment Advisory Services
New Jersey
$332K -$44.3M -97,033 -99%
AP
2368
Adero Partners
California
$332K -$19.6K -43 -6%
MGWM
2369
Marks Group Wealth Management
Minnesota
$332K -$11.4K -25 -3%
BCP
2370
Berkeley Capital Partners
Georgia
$332K +$1.37K +3 +0.4%
NRI
2371
NFP Retirement Inc
California
$331K
WWP
2372
Waypoint Wealth Partners
California
$331K
AHB
2373
Abner Herrman & Brock
New Jersey
$331K +$6.38K +14 +2%
CAM
2374
Concorde Asset Management
Michigan
$331K -$9.13K -20 -3%
AAG
2375
Armstrong Advisory Group
Massachusetts
$331K +$331K +724 New