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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 %
AIM
2526
Avity Investment Management
Connecticut
$238K +$238K +420 New
PGAM
2527
Princeton Global Asset Management
New Jersey
$237K -$102K -180 -30%
PWP
2528
Pursue Wealth Partners
California
$237K +$237K +417 New
WFAG
2529
Wescott Financial Advisory Group
Pennsylvania
$237K +$237K +418 New
CNWM
2530
Clay Northam Wealth Management
California
$237K +$237K +418 New
BB
2531
Bell Bank
North Dakota
$236K +$236K +415 New
ES
2532
ETF Store
Kansas
$236K +$236K +459 New
SICM
2533
Sustainable Insight Capital Management
New York
$235K -$131K -231 -36%
SLWA
2534
San Luis Wealth Advisors
California
$235K +$235K +414 New
HWM
2535
Hemington Wealth Management
Virginia
$234K -$180K -479 -44%
CAM
2536
CenterStar Asset Management
Illinois
$234K
AWAP
2537
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$234K +412 New
WFM
2538
Wolff Financial Management
Michigan
$234K +$234K +413 New
FWM
2539
Fortress Wealth Management
California
$234K +$234K +413 New
AF
2540
Aldebaran Financial
$233K +$233K +410 New
PI
2541
PFS Investments
Georgia
$233K +$233K +410 New
BCM
2542
Boltwood Capital Management
California
$233K +$233K +411 New
SFG
2543
Snider Financial Group
Washington
$232K
GPA
2544
Guerra Pan Advisors
New Jersey
$232K +$232K +408 New
SDAM
2545
Shulman DeMeo Asset Management
New York
$231K +$231K +406 New
FNBTCON
2546
First National Bank & Trust Co of Newtown
Pennsylvania
$231K +$231K +407 New
CWP
2547
Concord Wealth Partners
Virginia
$230K +$95.7K +169 +71%
CCP
2548
Cassia Capital Partners
North Carolina
$229K +$229K +404 New
HF
2549
Halpern Financial
Virginia
$228K +$227K +400 +40,000%
ACM
2550
Adalta Capital Management
New York
$227K