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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 %
S
2376
Surevest
California
$338K
UAS
2377
United Asset Strategies
New York
$337K +$12.7K +22 +4%
CA
2378
Callahan Advisors
Texas
$335K -$63.3K -110 -16%
1CP
2379
17 Capital Partners
Arizona
$335K
KIG
2380
Kowal Investment Group
Wisconsin
$335K +$57K +99 +20%
JFA
2381
JNBA Financial Advisors
Minnesota
$334K +$1.15K +2 +0.3%
OBWG
2382
Onyx Bridge Wealth Group
New York
$334K +$26.6K +48 +9%
CIC
2383
Cornercap Investment Counsel
Georgia
$333K +$33.9K +59 +11%
BC
2384
Bridgefront Capital
Texas
$333K +$333K +579 New
TWM
2385
TMD Wealth Management
Arizona
$332K
MS
2386
Maven Securities
Jersey
$332K +$332K +576 New
NB
2387
Northwest Bancshares
Pennsylvania
$331K
UIA
2388
Ulland Investment Advisors
Minnesota
$331K +$14.4K +25 +5%
DPI
2389
Diversified Portfolios Inc
Michigan
$329K -$32.8K -57 -9%
PI
2390
Pachira Investments
California
$329K +$2.88K +5 +0.9%
VFPI
2391
Vantage Financial Partners (Illinois)
Illinois
$328K +$97.9K +170 +43%
MA
2392
Mezzasalma Advisors
New Jersey
$328K -$17.3K -30 -5%
CAM
2393
Capco Asset Management
Florida
$327K
KPWG
2394
KFA Private Wealth Group
Virginia
$327K
SAM
2395
Secure Asset Management
Michigan
$326K -$35.2K -61 -10%
LF
2396
Lantz Financial
Illinois
$325K +$31.1K +54 +11%
CANY
2397
Caxton Associates (New York)
New York
$325K +$325K +564 New
RFA
2398
Resurgent Financial Advisors
Georgia
$323K +$99K +172 +44%
GHAM
2399
Gilman Hill Asset Management
Connecticut
$322K -$19.6K -34 -6%
BDFN
2400
Bond & Devick Financial Network
Minnesota
$322K