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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 %
CCG
2451
Coastwise Capital Group
California
$261K -$7.55K -16 -3%
IC
2452
Inscription Capital
Texas
$261K +$59K +125 +29%
SIC
2453
Samalin Investment Counsel
New York
$261K +$261K +552 New
Cohen & Steers
2454
Cohen & Steers
New York
$261K +$261K +553 New
AC
2455
Avenir Corporation
Virginia
$260K
AMR
2456
Asset Management Resources
Massachusetts
$260K +$6.12K +13 +2%
IA
2457
Inspire Advisors
Idaho
$260K +$22.7K +48 +10%
APWA
2458
Atlas Private Wealth Advisors
New Jersey
$260K +$260K +550 New
LA
2459
Legacy Advisors
Pennsylvania
$259K -$233K -493 -47%
JFA
2460
JNBA Financial Advisors
Minnesota
$259K -$22.2K -47 -8%
CRIG
2461
Charter Research & Investment Group
Connecticut
$258K -$2.36K -5 -0.9%
MWA
2462
Martel Wealth Advisors
Washington
$258K +$258K +546 New
AWP
2463
Ascent Wealth Partners
New York
$257K +$257K +544 New
SCM
2464
Stordahl Capital Management
Colorado
$256K
MIC
2465
Means Investment Company
Maine
$256K +$43K +91 +20%
E
2466
ETFidea
New York
$255K
LOAMU
2467
Lombard Odier Asset Management (USA)
New York
$255K -$45.4K -96 -15%
TC
2468
Trust Company
Kansas
$255K
SBWIC
2469
Schaper Benz & Wise Investment Counsel
Wisconsin
$255K
IIL
2470
Insight Inv LLC
California
$255K
WLPWM
2471
Walled Lake Planning & Wealth Management
Illinois
$255K +$471 +1 +0.2%
JWM
2472
Jeppson Wealth Management
California
$255K +$6.15K +13 +2%
IF
2473
Intrua Financial
Texas
$254K -$513K -1,088 -67%
GCA
2474
Gradient Capital Advisors
California
$254K
IFO
2475
Independent Family Office
New York
$254K