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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 %
FFA
2426
Fragasso Financial Advisors
Pennsylvania
$276K +$18.9K +40 +7%
FVWA
2427
Foster Victor Wealth Advisors
South Carolina
$276K +$48.2K +100 +21%
SCA
2428
Sandy Cove Advisors
Massachusetts
$276K +$68.5K +145 +33%
HWA
2429
Heartwood Wealth Advisors
Virginia
$275K
BFM
2430
Boothbay Fund Management
New York
$275K +$275K +583 New
LWP
2431
Legacy Wealth Planning
Nevada
$274K -$35.4K -75 -11%
OIM
2432
Oder Investment Management
California
$274K
KPWG
2433
KFA Private Wealth Group
Virginia
$274K +$5.66K +12 +2%
SMC
2434
Smith, Moore & Co
Missouri
$274K +$16.5K +35 +6%
UAS
2435
United Asset Strategies
New York
$273K -$1.89K -4 -0.7%
BWM
2436
Blossom Wealth Management
California
$272K +$10.9K +23 +4%
MAM
2437
Magellan Asset Management
Australia
$272K +$43.4K +92 +19%
Bank Julius Baer & Co
2438
Bank Julius Baer & Co
Switzerland
$269K -$227K -481 -46%
CWP
2439
Concord Wealth Partners
Virginia
$268K -$32.6K -69 -11%
TFGT
2440
TS Financial Group (TSFG)
Illinois
$268K +$39.2K +83 +17%
MYIA
2441
Mount Yale Investment Advisors
Colorado
$268K +$268K +567 New
GA
2442
GFS Advisors
Texas
$268K +$268K +568 New
CF
2443
Copperwynd Financial
Arizona
$267K -$947 -2 -0.4%
FCIM
2444
Fairview Capital Investment Management
California
$266K +$9.45K +20 +4%
BZWA
2445
Blue Zone Wealth Advisors
California
$266K +$20.3K +43 +8%
LWM
2446
Liberty Wealth Management
California
$265K -$82.4K -175 -24%
YWS
2447
Yarger Wealth Strategies
Ohio
$265K +$472 +1 +0.2%
MAC
2448
Mason & Associates (California)
California
$264K
CA
2449
Commerzbank Aktiengesellschaft
Germany
$263K -$31.2K -66 -11%
PWM
2450
Prentice Wealth Management
New York
$262K +$3.29K +7 +1%