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Costco

2,800 hedge funds and large institutions have $169B invested in Costco in 2021 Q4 according to their latest regulatory filings, with 461 funds opening new positions, 1,022 increasing their positions, 965 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+357
Holders Change %
+14.61%
% of All Funds
43.24%
Holding in Top 10
231
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+51.97%
% of All Funds
3.57%
New
461
Increased
1,022
Reduced
965
Closed
67
Calls
$5.14B
Puts
$5.55B
Net Calls
-$404M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
2476
Landaas & Company
Wisconsin
$264K
GA
2477
GFS Advisors
Texas
$264K +$264K +465 New
QPW
2478
Quantum Private Wealth
Florida
$264K +$264K +465 New
FWM
2479
Focused Wealth Management
New York
$263K
SHJ
2480
Sharkey, Howes & Javer
Colorado
$263K +$568 +1 +0.2%
AA
2481
Aire Advisors
California
$263K +$263K +462 New
AA
2482
Advisory Alpha
Michigan
$263K +$263K +463 New
FNB
2483
Farmers National Bank
Kentucky
$261K +$261K +460 New
PGA
2484
Portland Global Advisors
Maine
$261K -$22.2K -39 -8%
FFA
2485
Fragasso Financial Advisors
Pennsylvania
$260K -$28.9K -51 -10%
FF
2486
Friedenthal Financial
New Jersey
$260K +$569 +1 +0.2%
AP
2487
Arlington Partners
Alabama
$260K +$78.9K +139 +44%
SCM
2488
Stonehearth Capital Management
Massachusetts
$259K
AWM
2489
Aevitas Wealth Management
Massachusetts
$259K +$568 +1 +0.2%
JWM
2490
JFG Wealth Management
Colorado
$258K -$19.8K -35 -7%
IP
2491
Isthmus Partners
Wisconsin
$257K
MCWA
2492
Meadow Creek Wealth Advisors
Georgia
$257K +$257K +453 New
CWA
2493
Centennial Wealth Advisory
Michigan
$256K
BCM
2494
Bourgeon Capital Management
Connecticut
$255K
WLPWM
2495
Walled Lake Planning & Wealth Management
Illinois
$255K
BWM
2496
Baystate Wealth Management
Massachusetts
$255K +$7.97K +14 +3%
MCIA
2497
Mountain Capital Investment Advisors
Colorado
$255K +$8.88K +17 +4%
EVM
2498
Evelyn V. Moreno
$255K +$255K +450 New
MIC
2499
Means Investment Company
Maine
$254K +$254K +448 New
CCIA
2500
Campbell & Co Investment Adviser
Maryland
$254K +$254K +448 New