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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 %
CF
2401
Copperwynd Financial
Arizona
$271K -$3.25M -6,792 -92%
NDSI
2402
Newman Dignan & Sheerar Inc
Rhode Island
$271K +$2.4K +5 +0.9%
AFT
2403
Alpha Family Trust
California
$271K +$271K +565 New
MCM
2404
Monument Capital Management
Virginia
$269K -$12.9K -27 -5%
BC
2405
Bridgefront Capital
Texas
$268K -$9.09K -19 -3%
PCI
2406
Planning Center Inc
Illinois
$268K
MA
2407
MCF Advisors
Kentucky
$268K
BDFN
2408
Bond & Devick Financial Network
Minnesota
$268K
DPI
2409
Diversified Portfolios Inc
Michigan
$267K -$7.19K -15 -3%
MAC
2410
Mason & Associates (California)
California
$267K +$478 +1 +0.2%
LF
2411
Lee Financial
Texas
$266K -$17.8K -37 -6%
GHAM
2412
Gilman Hill Asset Management
Connecticut
$266K -$2.4K -5 -0.9%
UWM
2413
Urban Wealth Management
California
$266K +$266K +556 New
CRIG
2414
Charter Research & Investment Group
Connecticut
$265K -$2.88K -6 -1%
BWM
2415
Blossom Wealth Management
California
$265K +$14.4K +30 +6%
IAA
2416
Ironsides Asset Advisors
North Carolina
$264K -$149K -310 -36%
AC
2417
Avenir Corporation
Virginia
$264K
PWM
2418
Prentice Wealth Management
New York
$264K +$93.1K +194 +54%
HC
2419
Hamilton Capital
Ohio
$263K +$16.3K +34 +7%
WI
2420
WrapManager Inc
California
$262K -$1.92K -4 -0.7%
IWA
2421
Intercontinental Wealth Advisors
Texas
$262K +$12.5K +26 +5%
CWP
2422
Curated Wealth Partners
California
$261K -$42.1K -88 -14%
FFA
2423
Fragasso Financial Advisors
Pennsylvania
$261K -$7.2K -15 -3%
SMC
2424
Smith, Moore & Co
Missouri
$261K +$13.9K +29 +6%
LA
2425
LVW Advisors
New York
$261K +$17.2K +36 +7%