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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 %
JC
2401
JB Capital
Connecticut
$284K -$171K -362 -38%
S
2402
Surevest
California
$284K -$41.1K -87 -13%
LBC
2403
Lowe Brockenbrough & Co
Virginia
$284K
AF
2404
Apexium Financial
Texas
$284K +$284K +602 New
VFG
2405
V2 Financial group
Illinois
$283K
RCA
2406
Rex Capital Advisors
Rhode Island
$283K -$47.2K -100 -14%
BDWCC
2407
B&D White Capital Company
Texas
$283K
VCM
2408
Vivaldi Capital Management
Illinois
$283K +$9.36K +20 +3%
MIM
2409
Merrion Investment Management
New Jersey
$283K +$47.2K +100 +20%
ACM
2410
AUA Capital Management
Pennsylvania
$282K -$71.7K -152 -20%
FCM
2411
Firestone Capital Management
Florida
$282K
CCG
2412
Chatham Capital Group
Georgia
$282K
CWP
2413
Curated Wealth Partners
California
$282K +$23.7K +50 +9%
BFG
2414
Beacon Financial Group
Texas
$281K
SWA
2415
Sax Wealth Advisors
New Jersey
$281K
KCFA
2416
Key Client Fiduciary Advisors
New Jersey
$281K +$24.1K +51 +9%
UWPG
2417
Ullmann Wealth Partners Group
Florida
$280K
BAM
2418
Baldrige Asset Management
Pennsylvania
$280K
APW
2419
Aurora Private Wealth
New Jersey
$280K +$30.7K +65 +12%
ECM
2420
Ensemble Capital Management
California
$279K -$35.5K -75 -11%
TSWM
2421
Triangle Securities Wealth Management
North Carolina
$279K
RRCM
2422
Rappaport Reiches Capital Management
Illinois
$279K -$3.31K -7 -1%
CA
2423
Callahan Advisors
Texas
$277K +$1.89K +4 +0.7%
SAS
2424
Sanford Advisory Services
Michigan
$277K +$23.6K +50 +9%
UIA
2425
Ulland Investment Advisors
Minnesota
$276K +$4.72K +10 +2%