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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 %
AIP
626
Alapocas Investment Partners
Massachusetts
$10.3M +$10.3M +18,212 New
BFA
627
Bragg Financial Advisors
North Carolina
$10.2M
WC
628
Whitney & Co
New York
$10.2M +$5.11K +9 +0%
GJIC
629
Gamble Jones Investment Counsel
California
$10.2M -$102K -180 -1%
VPIM
630
Vanguard Personalized Indexing Management
California
$10.1M +$2.04M +3,600 +25%
IA
631
IFP Advisors
Florida
$10.1M +$537K +945 +6%
FFA
632
First Foundation Advisors
California
$10.1M -$21.9M -38,608 -68%
PA
633
PFG Advisors
Arizona
$9.96M -$255K -450 -3%
Group One Trading
634
Group One Trading
Illinois
$9.94M -$11.6M -20,409 -54%
BCI
635
Brinker Capital Investments
Pennsylvania
$9.93M +$1.6M +2,815 +19%
OSAM
636
O'Shaughnessy Asset Management
Connecticut
$9.92M +$3.75M +6,599 +61%
VCM
637
Vision Capital Management
Oregon
$9.79M +$3.97K +7 +0%
WCWM
638
Willow Creek Wealth Management
California
$9.76M +$2.27K +4 +0%
AMCA
639
Arthur M. Cohen & Associates
Illinois
$9.75M -$390K -687 -4%
CCM
640
Carderock Capital Management
Maryland
$9.72M +$144K +254 +2%
WAM
641
Wilsey Asset Management
California
$9.71M
SAM
642
Synergy Asset Management
Washington
$9.71M +$7.99M +14,068 +464%
IIM
643
Ipswich Investment Management
Massachusetts
$9.7M -$57.9K -102 -0.6%
ERWM
644
Elk River Wealth Management
Colorado
$9.69M +$81.8K +144 +0.9%
FNBOMD
645
First National Bank of Mount Dora
Florida
$9.69M +$138K +243 +1%
FMII
646
Farmers & Merchants Investments Inc
Nebraska
$9.65M +$142K +250 +1%
Carson Wealth (CWM LLC)
647
Carson Wealth (CWM LLC)
Nebraska
$9.61M +$9.61M +16,929 New
BJL
648
Brighton Jones LLC
Washington
$9.59M +$304K +535 +3%
ETC
649
Exchange Traded Concepts
Oklahoma
$9.58M -$6.77M -11,930 -41%
First Manhattan
650
First Manhattan
New York
$9.49M -$695K -1,225 -7%