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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 %
UWPG
2376
Ullmann Wealth Partners Group
Florida
$284K
BAM
2377
Baldrige Asset Management
Pennsylvania
$284K
DU
2378
Delphia (USA)
Ontario, Canada
$284K +$92.4K +193 +48%
TSWM
2379
Triangle Securities Wealth Management
North Carolina
$283K
TI
2380
Trexquant Investment
Connecticut
$282K -$9.76M -20,386 -97%
TCWM
2381
Total Clarity Wealth Management
Illinois
$282K -$33K -69 -10%
BFG
2382
Beacon Financial Group
Texas
$281K -$22.5K -47 -7%
YWS
2383
Yarger Wealth Strategies
Ohio
$281K +$502 +1 +0.2%
MTC
2384
McDaniel Terry & Co
Texas
$280K -$25.4K -53 -8%
VCM
2385
Vivaldi Capital Management
Illinois
$280K +$6.22K +13 +2%
KFA
2386
Krane Funds Advisors
New York
$279K -$75.1K -157 -21%
HWA
2387
Heartwood Wealth Advisors
Virginia
$279K -$31.6K -66 -10%
TCWA
2388
Ten Capital Wealth Advisors
Washington
$279K -$5.26K -11 -2%
UAS
2389
United Asset Strategies
New York
$279K -$1.44K -3 -0.5%
CA
2390
Callahan Advisors
Texas
$279K
SOAG
2391
Silver Oak Advisory Group
Oregon
$278K -$33K -69 -11%
OIM
2392
Oder Investment Management
California
$278K +$30.2K +63 +12%
SPP
2393
Single Point Partners
Massachusetts
$278K +$278K +580 New
UIA
2394
Ulland Investment Advisors
Minnesota
$276K
NB
2395
Northwest Bancshares
Pennsylvania
$275K
KPWG
2396
KFA Private Wealth Group
Virginia
$273K +$480 +1 +0.2%
NPT
2397
Nixon Peabody Trust
Massachusetts
$273K +$16.3K +34 +6%
CCG
2398
Coastwise Capital Group
California
$273K +$31.7K +66 +13%
DWM
2399
Drive Wealth Management
Utah
$273K +$64.8K +135 +31%
FZCM
2400
Flynn Zito Capital Management
New York
$273K +$273K +569 New