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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 %
Vontobel Holding
651
Vontobel Holding
Switzerland
$9.47M -$826K -1,465 -8%
Marshall Wace
652
Marshall Wace
United Kingdom
$9.42M -$3.3M -5,806 -26%
CA
653
Clearstead Advisors
Ohio
$9.36M +$682K +1,201 +8%
BFG
654
Berger Financial Group
Minnesota
$9.36M +$2.49M +4,394 +36%
VVP
655
Venture Visionary Partners
Ohio
$9.29M -$1.45M -2,552 -13%
OSIA
656
O'Shares Investment Advisers
Massachusetts
$9.27M +$678K +1,194 +8%
AAS
657
Avantax Advisory Services
Texas
$9.25M +$946K +1,666 +11%
RCM
658
RB Capital Management
Nevada
$9.18M -$222K -391 -2%
KA
659
Kercheville Advisors
Texas
$9.18M -$7.38K -13 -0.1%
RI
660
Redwood Investments
Massachusetts
$9.16M +$618K +1,089 +7%
CA
661
Cullinan Associates
Kentucky
$9.07M -$807K -1,422 -8%
CCC
662
Chelsea Counsel Company
California
$9.06M -$350K -616 -4%
HGERS
663
Householder Group Estate & Retirement Specialist
Arizona
$9.05M +$9.05M +15,937 New
BCM
664
Barometer Capital Management
Ontario, Canada
$9.04M +$5M +8,814 +123%
CG
665
Colony Group
Massachusetts
$9.01M -$63.6K -112 -0.7%
SC
666
Sepio Capital
Utah
$8.98M -$316K -557 -3%
V
667
Veritable
Delaware
$8.98M +$73.2K +129 +0.8%
CT
668
Cambridge Trust
Massachusetts
$8.97M +$1.18M +2,080 +15%
BIM
669
Bridges Investment Management
Nebraska
$8.96M -$401K -707 -4%
Simplex Trading
670
Simplex Trading
Illinois
$8.93M +$4.42M +7,793 +98%
HFM
671
Hartford Financial Management
Connecticut
$8.92M -$95.4K -168 -1%
WB
672
Webster Bank
Connecticut
$8.87M -$553K -974 -6%
MCM
673
Mattern Capital Management
Colorado
$8.87M -$339K -597 -4%
SIC
674
Sigma Investment Counselors
Michigan
$8.84M -$173K -305 -2%
RWM
675
RKL Wealth Management
Pennsylvania
$8.81M -$77.8K -137 -0.9%