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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 %
VRS
2676
Virginia Retirement Systems
Virginia
$110K
IAS
2677
IMA Advisory Services
Colorado
$109K
RK
2678
Rather & Kittrell
Tennessee
$109K +$109K +193 New
FC
2679
Family CFO
California
$108K +$108K +190 New
VRM
2680
Vectors Research Management
New York
$103K +$39.3K +69 +62%
EIM
2681
Essex Investment Management
Massachusetts
$102K
WWM
2682
Wagner Wealth Management
South Carolina
$102K +$8.5K +15 +9%
HR
2683
Hayden Royal
North Carolina
$102K +$102K +180 New
CCC
2684
Crescent Capital Consulting
Louisiana
$101K
KFI
2685
Key Financial Inc
Pennsylvania
$100K +$5.11K +9 +5%
BHWM
2686
Beaird Harris Wealth Management
Texas
$100K +$100K +177 New
AFS
2687
Annapolis Financial Services
Maryland
$97K -$11.3K -20 -10%
DI
2688
Disciplined Investments
Oklahoma
$97K
APW
2689
Acima Private Wealth
Virginia
$97K
IBOK
2690
Independence Bank of Kentucky
Kentucky
$97K
CWA
2691
Carolina Wealth Advisors
South Carolina
$97K +$5.71K +10 +6%
LWA
2692
Lowe Wealth Advisors
Maryland
$96K
GFPC
2693
Global Financial Private Client
Florida
$95.4K +$85.2K +150 +833%
IFAM
2694
Institutional & Family Asset Management
Colorado
$95K -$18.8K -33 -17%
DWP
2695
Destiny Wealth Partners
Florida
$95K +$14.8K +26 +18%
TAM
2696
Tucker Asset Management
Colorado
$93K +$8.46K +15 +10%
IRAG
2697
Investment Research & Advisory Group
Georgia
$93K +$93K +164 New
JAM
2698
JCIC Asset Management
Ontario, Canada
$88K
SSC
2699
Syverson Strege & Co
Iowa
$86K
PFA
2700
Professional Financial Advisors
Nebraska
$86K