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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 %
SC
2651
Steph & Co
Wisconsin
$148K +$112K +198 +314%
RIM
2652
Rockbridge Investment Management
New York
$146K +$56.8K +100 +64%
IWP
2653
IAG Wealth Partners
Wisconsin
$144K +$114K +200 +377%
OF
2654
Outfitter Financial
Maine
$142K +$142K +250 New
GCS
2655
Gordian Capital (Singapore)
Singapore
$142K +$142K +250 New
CCA
2656
Catalyst Capital Advisors
New York
$139K -$11.3K -20 -8%
KFS
2657
Kelly Financial Services
Massachusetts
$139K
SC
2658
Seldon Capital
California
$135K +$135K +238 New
CB
2659
Community Bank
New York
$134K
CFFP
2660
Center for Financial Planning
Michigan
$131K
PP
2661
PFS Partners
New Jersey
$129K +$129K +228 New
FA
2662
Financial Avengers
California
$127K
EMFAT
2663
Emerald Mutual Fund Advisers Trust
Pennsylvania
$125K +$125K +220 New
MS
2664
Mizuho Securities
Japan
$123K -$132K -232 -52%
SFG
2665
Steward Financial Group
Texas
$121K +$121K +213 New
FPWM
2666
FSB Premier Wealth Management
Iowa
$121K +$121K +214 New
TF
2667
TimeScale Financial
Massachusetts
$120K +$6.83K +12 +6%
CSWM
2668
Cassady Schiller Wealth Management
Ohio
$120K +$120K +211 New
FCT
2669
First Community Trust
Iowa
$118K +$118K +207 New
PFSC
2670
Peoples Financial Services Corp
Pennsylvania
$114K
EARNEST Partners
2671
EARNEST Partners
Georgia
$114K
EFS
2672
Econ Financial Services
Pennsylvania
$114K +$114K +200 New
IFA
2673
Interactive Financial Advisors
Illinois
$112K
BBPWM
2674
Blue Bell Private Wealth Management
Pennsylvania
$111K +$111K +196 New
TC
2675
TAP Consulting
Missouri
$111K +$111K +196 New