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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 %
PCMC
2701
Paragon Capital Management (Colorado)
Colorado
$86K +$86K +151 New
MAM
2702
Marquette Asset Management
Minnesota
$85K
HGWM
2703
Harvest Group Wealth Management
Massachusetts
$85K
AA
2704
Addison Advisors
Vermont
$83K +$3.41K +6 +4%
CWM
2705
Cedar Wealth Management
California
$82K -$6.26K -11 -7%
LFASL
2706
Lugano Financial Advisors SA (LFA)
Switzerland
$80K +$80K +141 New
WIM
2707
Westside Investment Management
California
$78.7K
PSB
2708
Piscataqua Savings Bank
New Hampshire
$78K +$2.83K +5 +4%
RA
2709
Rise Advisors
New York
$76.6K +$76.6K +135 New
RPCONE
2710
Retirement Planning Company of New England
Rhode Island
$76K +$76K +134 New
FMTCOCP
2711
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$73K +$19.8K +35 +37%
C
2712
Covestor
United Kingdom
$71K +$71K +124 New
AWA
2713
Aquire Wealth Advisors
Utah
$71K +$71K +125 New
RCC
2714
Red Cedar Capital
Nebraska
$66K
RG
2715
Retirement Group
California
$66K +$41.5K +73 +170%
BDWM
2716
Brewin Dolphin Wealth Management
Ireland
$65K
BIA
2717
Bell Investment Advisors
California
$63K -$1.14K -2 -2%
CWM
2718
Curi Wealth Management
North Carolina
$63K +$63K +111 New
JWBC
2719
John W. Brooker & Co
California
$62K
FCMA
2720
Foresight Capital Management Advisors
Michigan
$62K +$62K +109 New
MTWM
2721
Masso Torrence Wealth Management
New Jersey
$61K +$61K +107 New
CFN
2722
Cordasco Financial Network
Florida
$59K
CWM
2723
Cranbrook Wealth Management
Michigan
$58K
WFA
2724
West Financial Advisors
Iowa
$57K
POIA
2725
Pin Oak Investment Advisors
Texas
$57K