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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 %
BSSFA
2451
Baron Silver Stevens Financial Advisors
Florida
$297K +$297K +650 New
SHWM
2452
Silicon Hills Wealth Management
Texas
$296K
PW
2453
Peninsula Wealth
California
$295K -$8.68K -19 -3%
AFM
2454
Abbot Financial Management
Massachusetts
$295K +$8.67K +19 +3%
EF
2455
Exeter Financial
Arizona
$293K
CYG
2456
Clean Yield Group
Vermont
$293K -$5.02K -11 -2%
TIA
2457
Traphagen Investment Advisors
New Jersey
$293K +$456 +1 +0.2%
MIM
2458
Martin Investment Management
Florida
$292K
ACA
2459
Affinity Capital Advisors
California
$292K +$456 +1 +0.2%
VCM
2460
Vivaldi Capital Management
Illinois
$290K +$479 +1 +0.2%
BFA
2461
BMS Financial Advisors
South Dakota
$289K -$11K -24 -4%
QC
2462
QCM Cayman
Texas
$289K +$289K +633 New
HWA
2463
Heartwood Wealth Advisors
Virginia
$288K +$21.5K +47 +8%
AOI
2464
Auto-Owners Insurance
Michigan
$288K +$288K +630 New
VAM
2465
Verity Asset Management
North Carolina
$287K +$287K +629 New
CG
2466
CFO4Life Group
Texas
$287K -$59.3K -130 -17%
C
2467
CFO4Life
Texas
$287K +$287K +629 New
LF
2468
Lantz Financial
Illinois
$286K
APW
2469
Aurora Private Wealth
New Jersey
$286K +$15.1K +33 +6%
DOA
2470
D'Orazio & Associates
Virginia
$285K -$368K -807 -56%
PCMN
2471
Paradigm Capital Management (Nevada)
Nevada
$284K +$8.22K +18 +3%
PAMG
2472
Patton Albertson Miller Group
Tennessee
$283K +$913 +2 +0.3%
FCFC
2473
First Citizens Financial Corp
Iowa
$282K
BFG
2474
Beacon Financial Group
Texas
$282K +$13.7K +30 +5%
PGAM
2475
Princeton Global Asset Management
New Jersey
$282K +$46K +101 +19%