COST icon

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 %
WAM
2401
Winslow Asset Management
Ohio
$316K +$36.5K +80 +13%
TSWM
2402
Tyler-Stone Wealth Management
Ohio
$315K
TC
2403
Trust Company
Kansas
$314K +$67.5K +148 +27%
PMG
2404
ProVise Management Group
Florida
$314K -$12.8K -28 -4%
LDB
2405
Lee, Danner & Bass
Tennessee
$313K -$27.4K -60 -8%
EGA
2406
Eagle Global Advisors
Texas
$312K
SWM
2407
Soundmark Wealth Management
Washington
$312K -$19.6K -43 -6%
FG
2408
Foster Group
Iowa
$311K -$52.5K -115 -14%
SFP
2409
Sandbox Financial Partners
Maryland
$311K +$3.65K +8 +1%
SEC
2410
Seven Eight Capital
New York
$311K +$311K +681 New
WC
2411
Weil Company
California
$310K -$27.4K -60 -8%
DACG
2412
Donor Advised Charitable Giving
California
$310K +$310K +680 New
GA
2413
GFS Advisors
Texas
$310K +$51.1K +112 +20%
TW
2414
Towerpoint Wealth
California
$309K -$4.57K -10 -1%
CFA
2415
Compass Financial Advisors
Indiana
$309K
LCC
2416
Lincoln Capital Corp
Rhode Island
$309K -$26K -57 -8%
CIM
2417
Confluence Investment Management
Missouri
$308K
KCFA
2418
Key Client Fiduciary Advisors
New Jersey
$308K +$36.5K +80 +13%
AIM
2419
Allen Investment Management
New York
$308K -$10K -22 -3%
VC
2420
Veracity Capital
Georgia
$307K +$3.19K +7 +1%
LBC
2421
Lowe Brockenbrough & Co
Virginia
$307K +$32K +70 +12%
EA
2422
Eclectic Associates
California
$307K -$22.4K -49 -7%
TIP
2423
Torray Investment Partners
Maryland
$306K
HHAM
2424
HITE Hedge Asset Management
Massachusetts
$306K
IWM
2425
Integris Wealth Management
California
$306K +$306K +669 New