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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 %
CISOA
2551
Capital Investment Services of America
Wisconsin
$227K +$227K +400 New
ABP
2552
Arthur B. Page
$227K +$227K +400 New
VFPI
2553
Vantage Financial Partners (Illinois)
Illinois
$227K +$227K +400 New
HAFS
2554
Hapanowicz & Associates Financial Services
Pennsylvania
$227K +$227K +400 New
JMFC
2555
J.M. Forbes & Co
Massachusetts
$227K +$227K +400 New
PSIWM
2556
Paradigm Strategies in Wealth Management
Minnesota
$227K +$227K +400 New
GCM
2557
Garland Capital Management
Washington
$227K +$227K +400 New
KOMWMG
2558
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$226K +$226K +398 New
BFS
2559
Bickling Financial Services
Massachusetts
$226K +$226K +398 New
HWM
2560
HighMark Wealth Management
Minnesota
$225K
GSC
2561
Ground Swell Capital
South Carolina
$225K +$225K +396 New
VBWMG
2562
Von Berge Wealth Management Group
California
$225K +$225K +446 New
IP
2563
Ignite Planners
California
$225K +$225K +460 New
AOWM
2564
Alpha Omega Wealth Management
Virginia
$224K -$25.8K -50 -10%
HG
2565
Harbor Group
New Hampshire
$224K +$224K +395 New
BCM
2566
BTC Capital Management
Iowa
$224K +$224K +395 New
ZF
2567
Zhang Financial
Michigan
$223K +$223K +392 New
SFG
2568
SevenBridge Financial Group
Pennsylvania
$222K +$222K +391 New
NS
2569
Newman & Schimel
Illinois
$222K +$222K +391 New
CWM
2570
Chesapeake Wealth Management
Virginia
$221K -$47.6K -84 -18%
AWM
2571
Activest Wealth Management
Florida
$221K +$61.9K +109 +39%
BC
2572
Bowman & Company
Wisconsin
$221K +$221K +388 New
SNBOSD
2573
Security National Bank of So Dak
Iowa
$221K +$221K +389 New
SLA
2574
Silver Lake Advisory
Utah
$221K +$221K +389 New
RFA
2575
Resurgent Financial Advisors
Georgia
$221K +$221K +389 New