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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 %
4WM
2501
4J Wealth Management
Virginia
$253K -$3.97K -7 -2%
FCMT
2502
Founders Capital Management (Texas)
Texas
$253K
KCM
2503
KRS Capital Management
Michigan
$253K +$253K +447 New
HKIMG
2504
Hutchens & Kramer Investment Management Group
Indiana
$253K +$253K +453 New
ACM
2505
AlphaStar Capital Management
North Carolina
$252K -$62K -123 -20%
DA
2506
DSC Advisors
Illinois
$252K -$43.1K -76 -15%
OGF
2507
Orin Green Financial
California
$252K -$15.5K -30 -6%
DA
2508
Dillon & Associates
Michigan
$251K +$251K +442 New
AWM
2509
Arbor Wealth Management
Florida
$250K +$250K +441 New
SC
2510
Sierra Capital
Florida
$249K +$63.5K +112 +34%
FEM
2511
Fulcrum Equity Management
Texas
$249K +$249K +438 New
HWA
2512
Heartwood Wealth Advisors
Virginia
$249K +$249K +439 New
SCA
2513
Sandy Cove Advisors
Massachusetts
$248K +$248K +437 New
STC
2514
Sarah T. Connolly
$245K +$245K +431 New
NCM
2515
Noesis Capital Mangement
Florida
$245K +$245K +432 New
SBWIC
2516
Schaper Benz & Wise Investment Counsel
Wisconsin
$245K +$245K +432 New
EBA
2517
Eagle Bay Advisors
New York
$244K -$128K -226 -34%
CCM
2518
Cribstone Capital Management
Maine
$242K -$9.66K -17 -4%
BSAM
2519
Blue Square Asset Management
New York
$242K +$242K +426 New
MKA
2520
M. Kulyk & Associates
Georgia
$242K +$242K +427 New
EGA
2521
E&G Advisors
Texas
$241K -$14.2K -25 -6%
RIM
2522
Redwood Investment Management
Arizona
$241K +$241K +425 New
FWM
2523
Fairhaven Wealth Management
Illinois
$241K +$241K +425 New
SPP
2524
Single Point Partners
Massachusetts
$240K -$67.5K -119 -22%
RWM
2525
Reston Wealth Management
Virginia
$239K +$239K +420 New