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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 %
RBFC
2376
Roman Butler Fullerton & Co
Missouri
$330K
HIP
2377
HUB Investment Partners
Texas
$329K -$43.8K -96 -12%
TLCM
2378
Twin Lakes Capital Management
California
$328K
FCCM
2379
First City Capital Management
Georgia
$328K +$457 +1 +0.1%
IWA
2380
IBEX Wealth Advisors
New Jersey
$327K -$1.51M -3,303 -82%
WI
2381
WrapManager Inc
California
$327K -$20.5K -45 -6%
IF
2382
Insight Folios
North Carolina
$326K +$40.1K +88 +14%
6F
2383
626 Financial
Michigan
$325K
PA
2384
Parkside Advisors
California
$325K
RAG
2385
RIA Advisory Group
Iowa
$324K +$324K +1,002 New
WJA
2386
Willis Johnson & Associates
Texas
$323K +$29.2K +64 +10%
FBA
2387
Front Barnett Associates
Illinois
$323K
NIMI
2388
Natixis Investment Managers International
France
$323K -$13.7M -30,007 -98%
LA
2389
Legacy Advisors
Pennsylvania
$321K +$70.8K +155 +28%
SWA
2390
Sutton Wealth Advisors
Florida
$320K -$6.39K -14 -2%
MIM
2391
Merrion Investment Management
New Jersey
$320K +$45.7K +100 +17%
AFG
2392
Altiora Financial Group
Ohio
$320K +$320K +700 New
DIA
2393
Davidson Investment Advisors
Montana
$319K -$96.3K -211 -23%
LA
2394
LVW Advisors
New York
$319K -$7.3K -16 -2%
KIG
2395
Kowal Investment Group
Wisconsin
$319K -$6.85K -15 -2%
TCWA
2396
Ten Capital Wealth Advisors
Washington
$319K -$8.67K -19 -3%
JWM
2397
Janiczek Wealth Management
Colorado
$317K -$20.8K -43 -6%
CPW
2398
Catalyst Private Wealth
California
$317K +$913 +2 +0.3%
IWA
2399
Intercontinental Wealth Advisors
Texas
$316K +$5.94K +13 +2%
AR
2400
Apeiron RIA
Texas
$316K +$3.65K +8 +1%