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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 %
PWS
2601
Private Wealth Strategies
Ohio
$211K +$211K +371 New
NWA
2602
Navis Wealth Advisors
New York
$210K +$210K +369 New
RB
2603
Renasant Bank
Mississippi
$210K +$210K +370 New
OSNBOA
2604
Old Second National Bank of Aurora
Illinois
$209K -$1.49M -4,230 -88%
PCMC
2605
Private Capital Management (Colorado)
Colorado
$209K +$209K +369 New
IWA
2606
IVC Wealth Advisors
Pennsylvania
$208K +$208K +367 New
BSSFA
2607
Baron Silver Stevens Financial Advisors
Florida
$208K +$208K +367 New
NWM
2608
Nauset Wealth Management
Connecticut
$207K +$207K +364 New
OC
2609
Oarsman Capital
Wisconsin
$207K +$207K +365 New
ZCA
2610
Zeke Capital Advisors
Pennsylvania
$207K +$207K +365 New
AR
2611
Apeiron RIA
Texas
$206K +$206K +363 New
VBFP
2612
Valtinson Bruner Financial Planning
Minnesota
$205K +$205K +360 New
SC
2613
Saiph Capital
New Jersey
$205K +$205K +361 New
PWM
2614
Penobscot Wealth Management
Maine
$204K +$204K +359 New
BFA
2615
Beacon Financial Advisory
Ohio
$203K +$203K +357 New
TM
2616
Titan Managers
Arizona
$203K +$203K +358 New
SEIA
2617
Signature Estate & Investment Advisors
California
$203K +$203K +359 New
AT
2618
Arden Trust
Delaware
$202K +$202K +355 New
SC
2619
Soundwatch Capital
Connecticut
$202K +$202K +356 New
JSC
2620
Jackson Square Capital
California
$202K +$202K +356 New
ECM
2621
Elgethun Capital Management
South Dakota
$202K +$202K +361 New
CPW
2622
Catalyst Private Wealth
California
$201K +$201K +354 New
IC
2623
Inscription Capital
Texas
$200K +$200K +352 New
CCA
2624
Column Capital Advisors
Indiana
$198K +$14.7K +26 +8%
TC
2625
Tacita Capital
Ontario, Canada
$196K