COST icon

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 %
NPT
2426
Nixon Peabody Trust
Massachusetts
$309K
SAS
2427
Sanford Advisory Services
Michigan
$309K +$19K +33 +7%
MCIA
2428
Mountain Capital Investment Advisors
Colorado
$309K +$23.4K +40 +8%
GAG
2429
Goodman Advisory Group
Massachusetts
$308K +$13.2K +23 +4%
PFSC
2430
Peoples Financial Services Corp
Pennsylvania
$307K +$192K +333 +167%
AC
2431
Asio Capital
Kentucky
$306K
UI
2432
Unconventional Investor
New Hampshire
$306K
SBWIC
2433
Schaper Benz & Wise Investment Counsel
Wisconsin
$306K +$57.5K +100 +23%
GCA
2434
Gradient Capital Advisors
California
$305K -$24.7K -43 -8%
PWS
2435
Paragon Wealth Strategies
Florida
$305K
G
2436
GenTrust
Florida
$305K
SICM
2437
Sustainable Insight Capital Management
New York
$305K +$66.8K +116 +28%
AI
2438
AdvisorShares Investments
Maryland
$305K +$305K +530 New
WAM
2439
Winslow Asset Management
Ohio
$304K
KCFA
2440
Key Client Fiduciary Advisors
New Jersey
$304K +$12.1K +21 +4%
IWP
2441
Insight Wealth Partners
Texas
$303K -$111K -193 -27%
FM
2442
Foster & Motley
Ohio
$303K -$83.9K -146 -22%
PFC
2443
Poplar Forest Capital
California
$303K
LBA
2444
Lowell Blake & Associates
Massachusetts
$302K
Macquarie Group
2445
Macquarie Group
Australia
$302K -$4.7K -8,164 -2%
BWM
2446
Blossom Wealth Management
California
$301K -$2.3K -4 -0.8%
DWMG
2447
DB Wealth Management Group
California
$301K
FWP
2448
Falcon Wealth Planning
California
$301K +$12.7K +22 +4%
BCP
2449
Berkeley Capital Partners
Georgia
$300K -$20.7K -36 -6%
CCM
2450
Canal Capital Management
Virginia
$300K +$1.15K +2 +0.4%