COST icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
BWS
2776
BCR Wealth Strategies
Alabama
$9K 16 +16 New
LFG
2777
Leverty Financial Group
Wisconsin
$9K 17 +17 New
KSWA
2778
Kathleen S. Wright Associates
Pennsylvania
$7K 12 +12 New
BIM
2779
Baldwin Investment Management
Pennsylvania
$6.32K 11,139 +241 +2%
LIM
2780
Longfellow Investment Management
Massachusetts
$6K 9 -2 -18%
SFA
2781
Semmax Financial Advisors
North Carolina
$6K 10
BA
2782
Bivin & Associates
Oklahoma
$6K 10 +10 New
JMF
2783
Johnson Midwest Financial
Iowa
$6K 10 +10 New
TJHA
2784
Thomas J. Herzfeld Advisors
Florida
$5K 9
CP
2785
Corbenic Partners
Pennsylvania
$5K 8
IHWM
2786
Iron Horse Wealth Management
Iowa
$3K 5 +5 New
HH
2787
HWG Holdings
Texas
$3K 6 +6 New
DFCM
2788
Dark Forest Capital Management
Puerto Rico
$3K 6 +6 New
CM
2789
Cornerstone Management
Georgia
$2.27K 4 +4 New
RBC
2790
Roble Belko & Company
Pennsylvania
$1K 2
MFT
2791
Moisand Fitzgerald Tamayo
Florida
$1K 2
HCM
2792
Horrell Capital Management
Arkansas
$1K 1 +1 New
RCM
2793
Raleigh Capital Management
North Carolina
$1K 2 +2 New
FHC
2794
First Heartland Consultants
Missouri
$854 1,505 -50 -3%
RTC
2795
Riverview Trust Company
Washington
$729 1,284
MGIM
2796
M&G Investment Management
United Kingdom
$719 1,266 -100 -7%
LWM
2797
Liberty Wealth Management
California
$603 1,062 +364 +52%
FGAM
2798
Financial Gravity Asset Management
Texas
$555 3,410 +3,407 +113,567%
FFG
2799
Ford Financial Group
California
$455 802 -23 -3%
EWA
2800
Evolution Wealth Advisors
Florida
$393 693 -25 -3%