COST icon

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 %
IF
2376
Insight Folios
North Carolina
$296K -$162K -343 -35%
AFM
2377
Abbot Financial Management
Massachusetts
$296K +$5.19K +11 +2%
LF
2378
Lantz Financial
Illinois
$296K +$6.61K +14 +2%
SPP
2379
Single Point Partners
Massachusetts
$295K +$21.2K +45 +8%
NERM
2380
New England Research & Management
Illinois
$295K +$295K +625 New
GA
2381
GoalVest Advisory
New York
$293K -$738K -1,562 -72%
BCM
2382
Boltwood Capital Management
California
$292K -$12.7K -27 -4%
PAMG
2383
Patton Albertson Miller Group
Tennessee
$292K
TCWM
2384
Total Clarity Wealth Management
Illinois
$292K +$14.2K +30 +5%
TTWM
2385
TCV Trust & Wealth Management
Virginia
$291K -$15.1K -32 -5%
PFM
2386
Peak Financial Management
Massachusetts
$291K
FCFC
2387
First Citizens Financial Corp
Iowa
$291K
AIA
2388
Arbor Investment Advisors
North Carolina
$291K +$472 +1 +0.2%
WWM
2389
WJ Wealth Management
Arizona
$291K +$2.83K +6 +1%
BWM
2390
BCS Wealth Management
Tennessee
$290K -$118K -249 -29%
PSF
2391
Pacific Sun Financial
California
$290K -$20.8K -44 -7%
WAM
2392
Winslow Asset Management
Ohio
$290K +$1.89K +4 +0.7%
MA
2393
MAS Advisors
Florida
$289K -$6.14K -13 -2%
TLFA
2394
True Link Financial Advisors
California
$289K +$289K +612 New
WHC
2395
Wulff, Hansen & Co
California
$288K
HCP
2396
Holt Capital Partners
Texas
$288K +$3.31K +7 +1%
BDFN
2397
Bond & Devick Financial Network
Minnesota
$288K +$23.6K +50 +9%
WFS
2398
Widmann Financial Services
Maryland
$287K -$70.9K -150 -20%
KIC
2399
Kensington Investment Counsel
California
$285K
PCMN
2400
Paradigm Capital Management (Nevada)
Nevada
$285K