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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 %
PWAG
576
Polaris Wealth Advisory Group
California
$11.7M -$1.45M -2,553 -11%
TBA
577
Tower Bridge Advisors
Pennsylvania
$11.7M -$119K -210 -1%
GP
578
Greenline Partners
New York
$11.7M +$103K +181 +0.9%
AIM
579
Aigen Investment Management
New York
$11.7M +$11.7M +21,783 New
AP
580
Advisor Partners
California
$11.6M -$287K -506 -2%
SCM
581
Silvant Capital Management
Georgia
$11.6M -$563K -991 -5%
WF
582
WoodTrust Financial
Wisconsin
$11.6M +$209K +368 +2%
NLGIA
583
Nippon Life Global Investors Americas
New York
$11.5M -$1.28M -2,260 -10%
TAM
584
Tocqueville Asset Management
New York
$11.5M -$46K -81 -0.4%
MFWM
585
Motley Fool Wealth Management
Virginia
$11.5M -$17.6K -31 -0.2%
PCM
586
Palisade Capital Management
New Jersey
$11.5M -$82.9K -146 -0.7%
HCM
587
Hutner Capital Management
Vermont
$11.5M -$159K -280 -1%
SSB
588
Sandy Spring Bank
Maryland
$11.4M +$216K +381 +2%
CBT
589
Central Bank & Trust
Kentucky
$11.4M -$474K -835 -4%
SG
590
Stonnington Group
California
$11.4M +$543K +1,040 +5%
LG
591
Leuthold Group
Minnesota
$11.3M -$197K -347 -2%
WTC
592
WhitTier Trust Company
Nevada
$11.3M +$297K +524 +3%
NMIMC
593
Northwestern Mutual Investment Management Company
Wisconsin
$11.3M -$114K -201 -1%
KNW
594
Kesler Norman & Wride
Utah
$11.3M +$86.3K +152 +0.8%
KAM
595
Karani Asset Management
New York
$11.3M +$1.43M +2,520 +15%
CF
596
Clarity Financial
Texas
$11.3M +$5.6M +9,862 +99%
SI
597
Stephens Inc
Arkansas
$11.2M -$531K -935 -5%
NSAM
598
North Star Asset Management
Wisconsin
$11.2M +$393K +692 +4%
SFA
599
Sequoia Financial Advisors
Ohio
$11.1M +$8.2M +14,446 +279%
LA
600
Lakeside Advisors
Washington
$11.1M +$11.1M +19,533 New