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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 %
MAM
2626
McCarthy Asset Management
California
$195K
CIA
2627
Cascade Investment Advisors
Oregon
$193K
CMBA
2628
C.M. Bidwell & Associates
Hawaii
$193K -$568 -1 -0.3%
SFO
2629
Standard Family Office
South Dakota
$188K +$188K +332 New
LPP
2630
Life Planning Partners
Florida
$184K +$184K +324 New
VCM
2631
Versant Capital Management
Arizona
$182K +$7.94K +14 +5%
AA
2632
AlphaMark Advisors
Kentucky
$179K
AIL
2633
AGF Investments LLC
Ontario, Canada
$178K -$34.1K -60 -16%
FFC
2634
First Financial Corp
Indiana
$178K
HIM
2635
Hillsdale Investment Management
Ontario, Canada
$177K +$55.2K +97 +45%
AAP
2636
Arax Advisory Partners
Colorado
$175K -$568 -1 -0.3%
PK
2637
Pflug Koory
Nebraska
$171K +$9.66K +17 +6%
NC
2638
NewSquare Capital
Pennsylvania
$170K
APF
2639
Alaska Permanent Fund
Alaska
$170K +$170K +335 New
CMA
2640
Cedar Mountain Advisors
Oregon
$165K
GC
2641
Gould Capital
Washington
$161K +$161K +284 New
TLFA
2642
True Link Financial Advisors
California
$160K
SWA
2643
SOA Wealth Advisors
New York
$160K
TSW
2644
Thompson Siegel & Walmsley
Virginia
$157K
PCA
2645
Providence Capital Advisors
North Carolina
$155K -$15.9K -28 -9%
SQA
2646
Simon Quick Advisors
New Jersey
$153K -$128K -225 -46%
VNA
2647
Valley National Advisers
Pennsylvania
$153K +$3.97K +7 +3%
LJHT
2648
Laurie J. Hall Trustee
$152K -$28.5K -50 -16%
LS
2649
Leelyn Smith
Illinois
$151K
PG
2650
Proffitt & Goodson
Tennessee
$148K -$7.97K -14 -5%