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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 %
BFIM
476
Beese Fulmer Investment Management
Ohio
$17.2M +$152K +267 +0.9%
BONST
477
Bank of Nova Scotia Trust
Ontario, Canada
$17.2M -$1.61M -2,834 -9%
Cetera Investment Advisers
478
Cetera Investment Advisers
Illinois
$17.2M +$636K +1,121 +4%
CAMG
479
CWA Asset Management Group
Florida
$17.2M +$1.06M +1,868 +7%
H
480
HoyleCohen
California
$17.1M +$194K +342 +1%
MCM
481
Mengis Capital Management
Oregon
$17M -$141K -248 -0.8%
NAMM
482
NorthStar Asset Management (Massachusetts)
Massachusetts
$17M +$4.54K +8 +0%
PNC
483
Park National Corp
Ohio
$16.9M +$1.23M +2,172 +8%
PAG
484
Private Advisory Group
Washington
$16.8M +$1.17M +2,069 +7%
KJWM
485
Kiley Juergens Wealth Management
Washington
$16.8M -$18.2K -32 -0.1%
LWM
486
Lyell Wealth Management
California
$16.7M +$192K +338 +1%
KWM
487
Kingsview Wealth Management
Oregon
$16.7M +$11.8M +20,736 +241%
CGH
488
Crossmark Global Holdings
Texas
$16.5M +$670K +1,180 +4%
SIMG
489
Sonora Investment Management Group
Arizona
$16.4M +$16.4M +28,916 New
DP
490
DDD Partners
Washington
$16.4M +$1.14K +2 +0%
CFSG
491
Community Financial Services Group
Vermont
$16.4M -$115K -203 -0.7%
GIP
492
Granite Investment Partners
California
$16.3M -$7.38K -13 -0%
ISWM
493
Independent Solutions Wealth Management
New York
$15.8M -$5.03M -8,856 -24%
HWAM
494
Hennion & Walsh Asset Management
New Jersey
$15.6M +$1.07M +1,879 +7%
SW
495
SteelPeak Wealth
California
$15.6M +$7.81M +13,756 +101%
MCG
496
McCollum Christoferson Group
New York
$15.5M -$107K -189 -0.7%
AWM
497
Avitas Wealth Management
California
$15.4M +$321K +566 +2%
FHA
498
First Horizon Advisors
Tennessee
$15.4M -$233K -411 -1%
NMERB
499
New Mexico Educational Retirement Board
New Mexico
$15.3M -$1.14M -2,000 -7%
DWM
500
Doyle Wealth Management
Florida
$15.3M +$190K +334 +1%