COST icon

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 %
VHAM
776
Van Hulzen Asset Management
California
$6.43M +$144K +253 +2%
OLVIG
777
Oliver Lagore Vanvalin Investment Group
Michigan
$6.42M +$6.42M +11,300 New
FPFS
778
First Personal Financial Services
North Carolina
$6.4M +$3.41K +6 +0.1%
GW
779
GW & Wade
Massachusetts
$6.37M +$26.1K +46 +0.4%
BMO
780
Beck Mack & Oliver
New York
$6.35M
TI
781
Truehand Inc
New Hampshire
$6.33M -$454K -800 -7%
WR
782
WD Rutherford
Oregon
$6.31M -$145K -255 -2%
GIA
783
Gladstone Institutional Advisory
Florida
$6.25M +$2.52M +4,446 +68%
BCA
784
Bray Capital Advisors
Florida
$6.24M -$38K -67 -0.6%
BFC
785
Blue Fin Capital
Rhode Island
$6.2M +$177K +312 +3%
LG
786
Lane Generational
Massachusetts
$6.2M +$6.2M +10,912 New
ANHIM
787
Alan N. Hoffman Investment Management
Massachusetts
$6.19M -$83.7K -147 -1%
N
788
Natixis
France
$6.18M -$37M -65,202 -86%
LSPW
789
Lake Street Private Wealth
Illinois
$6.16M +$689K +1,213 +13%
NCM
790
New Capital Management
Texas
$6.15M -$297K -523 -5%
CWA
791
Clarity Wealth Advisors
California
$6.13M +$23.8K +42 +0.4%
AG
792
AIA Group
Hong Kong
$6.12M +$4.27M +7,514 +231%
AWM
793
Ameliora Wealth Management
Switzerland
$6.11M +$6.11M +11,807 New
AW
794
ACG Wealth
Georgia
$6.08M -$2.25M -3,955 -27%
ACM
795
Ayrshire Capital Management
Connecticut
$6.08M +$61.9K +109 +1%
ECM
796
Everence Capital Management
Indiana
$6.08M +$1.02M +1,800 +20%
SIC
797
SFE Investment Counsel
California
$6.05M -$61.3K -108 -1%
BG
798
Bahl & Gaynor
Ohio
$6.05M +$900K +1,586 +17%
ST
799
Spinnaker Trust
Maine
$6.04M +$62.4K +110 +1%
HIIFS
800
Harel Insurance Investments & Financial Services
Israel
$6.01M -$22.5K -40 -0.4%