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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 %
AWM
676
Apollon Wealth Management
South Carolina
$8.79M +$2.92M +5,147 +50%
KTM
677
Keeler Thomas Management
Utah
$8.66M -$64.7K -114 -0.7%
PTC
678
Private Trust Company
Ohio
$8.62M -$75.5K -133 -0.9%
PIM
679
Penobscot Investment Management
Massachusetts
$8.6M +$392K +690 +5%
RJT
680
Raymond James Trust
Florida
$8.6M +$177K +311 +2%
HC
681
Hendley & Co
Ohio
$8.56M -$66.4K -117 -0.8%
CA
682
CapWealth Advisors
Tennessee
$8.51M +$170K +300 +2%
BL
683
BFSG LLC
California
$8.49M +$805K +1,418 +10%
VT
684
Vise Technologies
New York
$8.44M +$8.44M +14,862 New
SAM
685
Stewart Asset Management
New York
$8.42M -$988K -1,741 -11%
SCM
686
Stevens Capital Management
Pennsylvania
$8.39M +$5.24M +9,237 +167%
MIH
687
Meitav Investment House
Israel
$8.38M
TF
688
Tompkins Financial
New York
$8.34M -$68.7K -121 -0.8%
WDA
689
Wendell David Associates
New Hampshire
$8.3M -$338K -596 -4%
CPA
690
Capital Planning Advisors
California
$8.28M -$46.6K -82 -0.6%
APA
691
American Portfolios Advisors
New York
$8.25M +$249K +438 +3%
FFWA
692
FRG Family Wealth Advisors
Washington
$8.21M -$358K -630 -4%
HZ
693
Hixon Zuercher
Ohio
$8.19M +$112K +197 +1%
VCA
694
Verdence Capital Advisors
Maryland
$8.18M -$15.9K -28 -0.2%
NG
695
NatWest Group
United Kingdom
$8.16M +$860K +1,515 +12%
BCV
696
Banque Cantonale Vaudoise
Switzerland
$8.14M +$542K +955 +7%
PWM
697
Purus Wealth Management
California
$8.13M -$53.4K -94 -0.7%
NEI
698
Northwest & Ethical Investments
Ontario, Canada
$8.12M +$8.12M +14,312 New
MWM
699
Marietta Wealth Management
Georgia
$8.1M -$355K -626 -4%
HW
700
Hancock Whitney
Mississippi
$8.1M +$47.1K +83 +0.6%