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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 %
YWS
2401
Yarger Wealth Strategies
Ohio
$322K +$576 +1 +0.2%
FFA
2402
Fragasso Financial Advisors
Pennsylvania
$322K +$57.6K +100 +22%
MA
2403
MCF Advisors
Kentucky
$322K +$322K +559 New
CRIG
2404
Charter Research & Investment Group
Connecticut
$321K -$1.73K -3 -0.5%
MAC
2405
Mason & Associates (California)
California
$321K
BCM
2406
Boltwood Capital Management
California
$318K +$81.7K +142 +35%
TAIM
2407
TD Ameritrade Investment Management
Nebraska
$317K -$24.2K -42 -7%
WI
2408
WrapManager Inc
California
$317K -$2.3K -4 -0.7%
AC
2409
Avenir Corporation
Virginia
$317K
PCI
2410
Planning Center Inc
Illinois
$314K +$314K +545 New
SCM
2411
Stordahl Capital Management
Colorado
$313K +$20.2K +35 +7%
AWM
2412
Accel Wealth Management
Iowa
$312K -$57.6K -100 -16%
AWP
2413
Ascent Wealth Partners
New York
$312K -$17.9K -31 -5%
IIL
2414
Insight Inv LLC
California
$312K -$5.77K -10 -2%
FCIM
2415
Fairview Capital Investment Management
California
$312K
E
2416
ETFidea
New York
$312K
PS
2417
Planned Solutions
California
$311K -$190K -330 -38%
WLPWM
2418
Walled Lake Planning & Wealth Management
Illinois
$311K +$51.9K +90 +20%
ICP
2419
Interchange Capital Partners
Pennsylvania
$311K +$311K +541 New
TC
2420
Trust Company
Kansas
$310K -$24.7K -43 -7%
RTS
2421
Round Table Services
New Jersey
$310K -$9.22K -16 -3%
DWA
2422
Delos Wealth Advisors
Texas
$310K
APW
2423
Aurora Private Wealth
New Jersey
$310K +$8.07K +14 +3%
CWG
2424
Cornerstone Wealth Group
North Carolina
$309K -$5.09M -8,841 -94%
IFO
2425
Independent Family Office
New York
$309K -$19K -33 -6%