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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 %
SB
2426
Sunflower Bank
Texas
$305K -$71.7K -157 -19%
FFG
2427
Frisch Financial Group
New York
$305K +$457 +1 +0.2%
SMC
2428
Smith, Moore & Co
Missouri
$305K +$40.1K +88 +15%
CWA
2429
Canvas Wealth Advisors
Kansas
$304K +$92.1K +192 +44%
CFA
2430
CWS Financial Advisors
Michigan
$303K +$15.2K +43 +5%
EIA
2431
Edgemoor Investment Advisors
Maryland
$303K +$4.57K +10 +2%
SAS
2432
Sanford Advisory Services
Michigan
$303K +$35.2K +77 +13%
GAM
2433
Gemmer Asset Management
California
$302K +$94.5K +207 +45%
OGF
2434
Orin Green Financial
California
$302K
HCM
2435
Hutchinson Capital Management
California
$302K -$2.74K -6 -0.9%
UW
2436
Unique Wealth
Florida
$302K +$302K +661 New
FVWA
2437
Foster Victor Wealth Advisors
South Carolina
$302K +$25.1K +52 +9%
1WM
2438
1900 Wealth Management
Texas
$301K +$913 +2 +0.3%
IA
2439
Integrity Advisory
Kansas
$301K +$3.2K +7 +1%
BCM
2440
Boltwood Capital Management
California
$301K +$18.7K +41 +7%
RWP
2441
Revolve Wealth Partners
New Jersey
$301K +$91.3K +200 +43%
LAS
2442
LWM Advisory Services
Florida
$299K -$70.8K -151 -19%
NAG
2443
Northstar Advisory Group
New Jersey
$299K -$160K -350 -35%
IC
2444
Inscription Capital
Texas
$298K +$45.7K +100 +18%
MCA
2445
Magnolia Capital Advisors
Mississippi
$298K +$3.2K +7 +1%
NL
2446
Navalign LLC
California
$298K -$4.57K -10 -2%
BPFA
2447
Barnes Pettey Financial Advisors
Mississippi
$297K
VST
2448
Van Strum & Towne
California
$297K
SNB
2449
Security National Bank
Nebraska
$297K
VFG
2450
V2 Financial group
Illinois
$297K +$22.8K +50 +8%