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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 %
AA
2451
Aire Advisors
California
$300K +$34K +59 +13%
IWA
2452
Intercontinental Wealth Advisors
Texas
$299K
IAG
2453
Investmark Advisory Group
Connecticut
$298K -$11.5K -20 -4%
GSC
2454
G&S Capital
Colorado
$298K
OIM
2455
Oder Investment Management
California
$298K +$29.4K +51 +11%
WAS
2456
Wealth Advisory Solutions
Indiana
$298K +$298K +518 New
SMC
2457
Smith, Moore & Co
Missouri
$297K +$4.61K +8 +2%
HC
2458
Hamilton Capital
Ohio
$296K -$569K -988 -66%
HWM
2459
Holloway Wealth Management
Florida
$295K -$291K
ACM
2460
AlphaStar Capital Management
North Carolina
$295K +$6.91K +12 +2%
LA
2461
LVW Advisors
New York
$294K -$576 -1 -0.2%
RA
2462
Rodgers & Associates
Pennsylvania
$294K
AMR
2463
Asset Management Resources
Massachusetts
$294K +$3.46K +6 +1%
BFM
2464
Boothbay Fund Management
New York
$294K +$294K +510 New
ESCM
2465
Echo Street Capital Management
New York
$294K +$294K +510 New
FWM
2466
Fortress Wealth Management
California
$293K +$54.8K +95 +23%
AGA
2467
Arkos Global Advisors
Texas
$292K -$302K -524 -51%
WAG
2468
Winthrop Advisory Group
Massachusetts
$292K -$4.04K -7 -1%
TC
2469
Truvestments Capital
Florida
$291K -$2.31K -4 -0.8%
CNAM
2470
Campbell Newman Asset Management
Wisconsin
$291K
AIM
2471
Acropolis Investment Management
Missouri
$290K +$2.3K +4 +0.8%
NERM
2472
New England Research & Management
Illinois
$289K -$13.8K -24 -5%
MKA
2473
M. Kulyk & Associates
Georgia
$289K +$43.2K +75 +18%
CCG
2474
Coastwise Capital Group
California
$289K +$289K +503 New
VWA
2475
VERITY Wealth Advisors
United States
$288K