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Costco

2,761 hedge funds and large institutions have $142B invested in Costco in 2022 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,135 increasing their positions, 1,135 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,761
Holders Change
-80
Holders Change %
-2.82%
% of All Funds
46.69%
Holding in Top 10
231
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-14.76%
% of All Funds
3.91%
New
129
Increased
1,135
Reduced
1,135
Closed
171
Calls
$3.2B
Puts
$3.86B
Net Calls
-$662M
Net Calls Change
+$580M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
2451
Jeppson Wealth Management
California
$252K +$21.6K +45 +9%
DWMG
2452
DB Wealth Management Group
California
$251K
CG
2453
CFO4Life Group
Texas
$250K -$91.4K -177 -27%
FM
2454
Foster & Motley
Ohio
$250K -$2.4K -5 -0.9%
CCM
2455
Canal Capital Management
Virginia
$250K
BZWA
2456
Blue Zone Wealth Advisors
California
$250K +$60K +125 +32%
CIC
2457
Cornercap Investment Counsel
Georgia
$249K -$28.3K -59 -10%
SCP
2458
Stamos Capital Partners
California
$249K +$249K +520 New
PWS
2459
Paragon Wealth Strategies
Florida
$248K -$5.76K -12 -2%
PCG
2460
Private Capital Group
Connecticut
$246K -$194K -406 -44%
AIM
2461
Acropolis Investment Management
Missouri
$246K +$4.32K +9 +2%
CWG
2462
Crown Wealth Group
North Carolina
$246K +$24K +50 +11%
RA
2463
Rodgers & Associates
Pennsylvania
$245K
1CP
2464
17 Capital Partners
Arizona
$243K -$35.9K -75 -13%
CNAM
2465
Campbell Newman Asset Management
Wisconsin
$242K
BB
2466
Bell Bank
North Dakota
$242K +$42.7K +89 +21%
OFG
2467
Omega Financial Group
California
$242K +$242K +504 New
WA
2468
Waverly Advisors
Alabama
$242K +$242K +505 New
ES
2469
ETF Store
Kansas
$241K
IA
2470
Inspire Advisors
Idaho
$241K +$60.8K +127 +34%
PFC
2471
Poplar Forest Capital
California
$240K -$12.5K -26 -5%
VWA
2472
VERITY Wealth Advisors
United States
$240K
WCM
2473
Wunderlich Capital Managemnt
Tennessee
$240K
MCM
2474
Mill Capital Management
North Carolina
$240K
MIM
2475
Merrion Investment Management
New Jersey
$240K