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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 %
GFA
701
Gifford Fong Associates
California
$8.06M
SG Americas Securities
702
SG Americas Securities
New York
$8.06M -$10.2M -17,938 -56%
CIA
703
Covington Investment Advisors
Pennsylvania
$8.05M -$216K -380 -3%
GBA
704
Garrison Bradford & Associates
New York
$8.01M -$125K -220 -2%
PA
705
Perennial Advisors
New York
$7.98M +$51.7K +91 +0.7%
BCPWM
706
Bradley & Co Private Wealth Management
Florida
$7.95M -$63.6K -112 -0.8%
RC
707
Roundview Capital
New Jersey
$7.94M +$660K +1,163 +9%
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$7.93M +$21K +37 +0.3%
EWM
709
Empirical Wealth Management
Washington
$7.92M -$72.7K -128 -0.9%
BAM
710
Bell Asset Management
Australia
$7.91M -$1.54M -2,714 -16%
RMC
711
Resources Management Corp
Connecticut
$7.89M -$26.7K -47 -0.3%
NWM
712
Nicola Wealth Management
British Columbia, Canada
$7.83M -$2.84M -5,000 -27%
RMAM
713
Raab & Moskowitz Asset Management
New Jersey
$7.76M -$72.1K -127 -0.9%
PFO
714
Pathstone Family Office
New Jersey
$7.71M +$206K +362 +3%
GGI
715
GPM Growth Investors
Michigan
$7.67M -$61.9K -109 -0.8%
JWBC
716
J.W. Burns & Co
New York
$7.65M +$149K +262 +2%
ELI
717
Empire Life Investments
Ontario, Canada
$7.65M +$3.41K +6 +0%
BST
718
Bath Savings Trust
Maine
$7.64M +$64.7K +114 +0.9%
PCIA
719
Prime Capital Investment Advisors
Kansas
$7.63M +$2.63M +4,633 +53%
MA
720
Montag & Associates
Georgia
$7.6M -$283K -498 -4%
BFPW
721
BOK Financial Private Wealth
Colorado
$7.59M -$50K -88 -0.7%
PIP
722
Peachtree Investment Partners
Florida
$7.57M +$1.35M +2,371 +22%
AFA
723
Arlington Financial Advisors
California
$7.49M -$48.8K -86 -0.6%
MA
724
McBroom & Associates
Nevada
$7.47M +$7.47M +13,163 New
KCM
725
Kanawha Capital Management
Virginia
$7.45M +$232K +408 +3%